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.