3.8.1 Create Strategy Configuration

This topic describes the systematic instructions to create strategy configuration as per the requirement.

Specify User ID and Password, and login to Home screen.

1. On Homescreen, click Core Maintenance, under Core Maintenance, click Credit Decision.
2. Under Credit Decision, click Maintenance, under Maintenance, click Strategy Configuration, under Strategy Configuration, click Create Strategy Configuration.
   The Create Strategy Configuration screen displays.

   Figure 3-25 Create Strategy Configuration

   
   

   
   Description of "Figure 3-25 Create Strategy Configuration"

   
   
3. On Create Strategy Configuration screen, specify the fields.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-23 Create Strategy Configuration - Field Description

   Field	Description
   Strategy Code	Specify the unique strategy code.
   Strategy Code Description	Specify the short description for the strategy code.
   Product Processor	Specify the product processor for which the strategy is being configured.
   Product Processor Description	Displays the product processor description.
   Industry	Select the industry type from the drop-down list . The values are configurable based on the lookup values maintained. The available options are: Banking Industry Insurance Trade Finance
   Line Of Business	Select the line of business type from the drop-down list . The values are configurable based on the lookup values maintained. The available options are: Corporate Retail SMEnt
   Account Category	Indicates whether the strategy created is for asset or Liabilities.
   Module	Select the module from the drop-down list . The values are configurable based on the lookup values maintained. The available options are: Collection Origination Servicing
   Effective Date	Specify the effective date.
   Expiry Date	Specify the expiry date.
   + button	Click to add a new facts.
   - button	Click to delete a row that is already added.
   Type	Select the fact type from the drop-down list.
   Value	Select the value configured for the fact type from the drop-down list. The values are configurable based on the lookup values maintained.
   Modes	Select the modes from the drop-down list. The available options are: Borrowing Capacity decision & Grade Pricing Qualitative Score Quantitative Score Score Score and Decision Score, Decision & Pricing If the Module is selected as Collection, then below options are available. Decision & Grade Qualitative Score Quantitative Score Score Score and Decision
   Steps	Steps are defined based on the modes selected. Example: If Borrowing Capacity mode is selected, the check box for borrowing capacity is by default selected and disabled. You can select the other steps.

4. Click Save to save the details.
   The Strategy Configuration is successfully created and can be viewed using the View Strategy Configuration screen.