Populate Accounts for Segmentation

To map Segments to Accounts using Segmentation Run, perform the following procedure:

Execute the batch DIMENSION_DATA_POPULATION. This batch loads the following Dimension tables:

• DIM_CUSTOMER
• DIM_CUSTOMER_TYPE
• DIM_PRODUCT
• DIM_ORG_STRUCTURE (Legal Entity)

Perform the following steps to map the segments to the accounts in the segmentation run.

1. Run Account_Data_Population to populate the DIM_ACCOUNT table.
2. Run FCT_Common_Account_Summary population batch to load data for required Instrument tables.
3. Run SCD_Segmentation Batch to load DIM_SEGEMENT with all the required Segments.
4. Execute the Segmentation Run, DIM_SEGEMENT:
   • Task1: Loads all account_skey and acct_Start_date from the table FCAS to the FCT_ACCOUNT_SEGMENT_SCORE table.
   • Task2: PR2 Rule populates the FCT_ACCOUNT_SEGMENT_SCORE.N_ACCT_SEGMENT with the Segment skey from DIM_SEGEMENT to each account, based on the dimensions used in the Rule.

     Seeded Rule assigns segments based on Customer Type and Product Type.

   • Task3: Populates the FSI_IFRS_ACCT_SEGMENT_MAP table with the account to the Segment map for each FIC_MIS_DATE.