Create Segment

9.1 Create Segment

The Create Segment page facilitates you to create a segment. You can create a segment to which the accounts are assigned. While creating a segment, you can configure rules based on which the accounts will be assigned to the segment. You can also associate one or more strategies with the segment.

Table 9-1 Field Description: Create Segment

Field Name	Description
Basic Details	This section is used to provide basic information of the segment.
Code	Indicates the unique identification code of the segment.
Description	Indicates description of the segment.
Product Processor	Indicates the product processor applicable for the segment.
Group Basis	Displays the group basis of the product processor that is applicable on the segment. The possible values are: Account Customer The group basis is displayed as per configurations defined for the selected product processor. Note: The value in this field is displayed once you select the product processor.
Ignore Group Basis	Toggle to indicate whether the strategies mapped to the segment should be assigned to a specific collector. If the toggle switch is enabled, strategies in the segment are assigned to a specific collector. If the toggle switch is not enabled, strategies in the segment are assigned to the default collector of the account. Note: If the switch is enabled, the allocation of tasks is done based on the user assignment code selected in the User Assignment field in Strategy tab.
Effective Date	Indicates the date from when the segment is effective in the system. Note: The date should be later than or equal to the business date. However, it must be earlier than or equal to the expiry date.
Expiry Date	Indicates the date till when the segment is effective in the system. Note: The date should be later than or equal to the business date. However, it must be later than or equal to the effective date.
Selection Criteria	This tab is used to configure rules based on which account are allocated to the segment. For more information on how to configure rules, see Oracle Banking Common Core User Guide.
Strategy	This tab is used to associate strategies that are applicable on the segment. Note: You can associated one or more strategies with the segment.
S.No	Displays the sequence number of the strategy.
Strategy	Indicates the strategy associated with the segment.
User Assignment	Indicates the user assignment code based on which all the tasks related to the strategies are allocated to the users. Note: This field is displayed only if Ignore Group Basis switch is turned on.
Call Details	Indicates the call action applicable for the strategy.
Enabled	Toggle to indicate whether the strategy is enabled for the segment.