1. Business User Guide
  2. Components of OFS PA
  3. Segmentation
  4. Institutional Analytics Segmentation

Institutional Analytics Segmentation

Segmentation is achieved by using the following Dimensions for Institutional Analytics for Corporate Tracker Segmentation:

  • Year of Incorporation
  • Status of Listing
  • Income
  • Industry
  • Country of Incorporation
  • Group Asset Size

Following is the list of Product Types used in Institutional Analytics segmentation:

  • CASA for Current and Saving Accounts
  • TD for Term Deposits
  • LOAN for Loan Contracts
  • CARDS for Credit Cards

If the user wants to define a separate Segmentation Rule based on choice Product(s), then following steps are advised:

  1. Copy the existing Segmentation Rule viz. Riskbased_Segmentation_IPA to a Rule Specific to Product on which Segmentation is sought to be defined. For example, New Rule could be Riskbased_Segmentation_IPA_CARDS.
  2. In mapping for the new rule, choose the Products applicable for the Rule in Product Filter and define Segmentation rule mapping accordingly.
  3. Edit the Process: PR_SGM_RISK_IPA (Segmentation Risk Based IPA) and add the new Rule (Riskbased_Segmentation_IPA_CARDS as per above example) as part of the Process from Components.
  4. The new Rule in sequencing must succeed the first task namely, T2T_LOAD_ACCT_SEGMENT_SCORE and precede the final task viz. DT_PA_DRIVERS.

Define precedence in the Process accordingly.

To illustrate the above steps, the Process PR_SGM_RISK_IPA should have tasks as follows:

  • Task1: T2T_LOAD_ACCT_SEGMENT_SCORE
  • Task2: Riskbased_Segmentation_IPA
  • Task3: Riskbased_Segmentation_IPA_CARDS
  • Task4: DT_PA_DRIVERS

After this is done and ensured, execute the run RN_SGM_RISK_IPA.