Using the Pre-Filter CustomerWidget

The Pre-filter Customer widget filters the pool of customers list based on the customer type and configured criteria such as Jurisdiction, Age of Customer, business risk and geographical risks.

To configure the Pre-Filter Customer Configuration, follow these steps:

1. In the Pipeline Designer page, select the pipeline you want to edit. The Pipeline Designer window appears.
2. Hover over the Pre-Filter Customer widget and click Edit . The Pre-Filter Customer window displays.
3. Select a batch type. Select a customer type (s) and then select selected customer type.
4. Click Add to add a new pre-filter attributes. A new row is displayed.
5. Provide the following details as described in the following table:

   Table 11-3 Pre-Filter Customer Attributes

   Field	Description
   Attribute Name	Select the attribute name as Jurisdiction or Age of Customer.
   Operator	Select the operator from the drop-down menu. The options which display will be populated based on the selected attribute name.
   Values	If the attribute selected as Jurisdiction, then select one or more values from the drop-down menu. If the attribute selected as Age of Customer, then enter the amount of time the customer has been a customer of the Financial Institution.

6. Click Save to save the changes.
   After you add a Customer Pre-filter Configuration, you can edit the pre-filter configurations.
   • Click Edit in line with the configuration you want to edit and update the new configuration. ClickSave to save the updates made.
   • Click Delete to delete the score.
   • To return to the Pipeline Designer window, click Close to close the window. Finally, click Save to save the updates made.