1. User Guide
  2. Managing Administration
  3. Managing Offer Rate Definition
  4. Adding Offer Definition

5.5.3 Adding Offer Definition

To add Offer Rates, follow these steps:

  1. Click Add to display the Offer Definition Screen.
  2. Enter the following details:

    Table 5-12 Add Offer Definition

    Field Description
    Folder Select a folder from the drop-down list for the Offer Rate definition.
    Offer Name Enter the name for the offer.
    Description Enter a brief description of the offer.
    Validity Start Date Select the Offer Start Date from the calendar.
    Validity End Date Select the Offer End Date from the calendar.
    Conditional Offer Select Yes if the offer is based on certain conditions or select No if the offer does not have any conditions attached is applicable for all accounts of that product.
    Offer Definition ID Enter the ID generated for the offer.
    Product

    Select the product from the Product Browser.

    You can select only a single product.
    Multiple Products This is an additional option available when you want to select a different product for the same offer.
    Interest Rate Reduction Enter the percent of the reduction in the Rate of Interest for the customer.
    Fee Amount Reduction Enter the reduction in the Fee amount in figures for the customer.
    Fee Percentage Reduction Enter the percent of the reduction in Fees for the customer.
    Effective From Enter the Start Date from which the offer is effective.
    Effective To Enter the date until which the offer is effective.
    Offer Tenure

    Select the overall tenure for the offer. This can be in either Days, Months, or Years.

    The offer tenure is specified through the following two inputs:

    • Value: The number of units of time for which the offer is provided.
    • Units: Select the unit of time from the drop-down list.

    Note:

    Offer tenure is specified separately for each element within the offer.
    Offer Condition

    This option is available when a Conditional Offer is selected as Yes.

    To set the offer condition, follow these steps:

    1. Click the Browser button to display the Filter Selection Screen.
    2. Click the Browser button to display the Dimension Hierarchy Browser.

    The Dimension Hierarchy Browser lists all the dimensions.

    1. Click the left arrow button to select the dimensions or click the right arrow button to de-select the dimensions.
    2. Click OK.
  3. Click Apply. The Offer definition created is displayed in the Offer Summary Screen.
You can view, modify, search, and delete the offer definition details from the Offer Definition Screen.

Note:

You can also define the offer based on bundled offers eligibility conditions. Under this condition, an offer is dependent on the user already having or currently purchasing some other product.