5.2.1.2 Customer Insight Parameters Section
The Customer Insight Parameters Section is integrated with IPA/RPA. This section has the following fields:
Table 5-2 Customer Insight Parameters Field and Descriptions
| Field | Description |
|---|---|
| Customer Type |
Select the customer type to be used as a customer insight parameter. The customer type can be Institutional or Individual. NOTE: The Institutional option is integrated with IPA and the Individual option is integrated with RPA. |
| Default Segmentation Type | Select the basis by which the customers are segmented. |
| Folder | Select the folder from the drop-down list. |
| Rule ID | Select the rule ID corresponding to which segmentation is done in the selected folder. |