6.1 Adding an Account

Use this section to add a new or an existing account to the segment.

To add an account to the segment, follow these steps:

1. On the Ask Oracle menu or Offering Setup page, click Add Offering. The Add Offering window is displayed

   Figure 6-3 Add Offering for Account

   
   

   
   Description of "Figure 6-3 Add Offering for Account"

   
   
2. Select Account from the Offering Type option.
3. To add a new account to the segment, select Add new account to segment(s). Enter the name of the new account in the Account Name field
4. To add an existing account to a segment, select Add existing account to additional segment(s). Select the existing account name from the drop-down list in the Account Name field.

   Note:

   You can add up to four accounts to a segment.
5. In the Associate jurisdiction codes, segments, and channels group, double-click on the Jurisdiction code and select the required jurisdiction code from the drop-down list. The account will only be available in these selected jurisdictions.
6. Click on the Segment and select the required segment from the drop-down list. The account will be available only to agents belonging to selected segments.

   Note:

   The drop-down list displays the result based on the selected jurisdiction code.
7. Click on the Channel and select this icon to display the Search field. Search the required channel in the field. Only selected channels can be used to transfer funds in and out of this account type.
8. Click Add Another to add this account to a different jurisdiction codes, segments, and channels to the account.
9. Click Add Offering. A dialog box appears:

   Figure 6-4 Confirmation Dialog Box

   
   

   
   Description of "Figure 6-4 Confirmation Dialog Box"

   
   
10. Click OK to add an account in the particular segment. The newly added account will be available to new agents in the chosen segment. A new agent will be automatically created for this segment and It will have access to new offering.
11. A new experiment must be run to get an updated segment strength score with the newly added "account type".  To run the experiment, the newly created agent must be chosen. You can also modify the Account-Channel constraints associated with this account or configure a scenario to monitor this new account before you run the experiment. For more information, see Copying or Modifying the Control Set