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 |
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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:
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. |
For more information on... | See... |
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How to create user assignment | Creating an User Assignment |
- Creating a Segment
For creating a segment, you need to specify details, such as code, description, and the date from when it is effective.
Parent topic: Segment