1. User Guide
  2. Managing Administration
  3. Managing Account Review
  4. Managing Accounts Flagged for Review
  5. Modifying Accounts Flagged for Review

5.3.3.1 Modifying Accounts Flagged for Review

To modify the details of the account flagged for review, follow these steps:

  1. Click Edit to display the Accounts Flagged for Review screen.
  2. Enter the following details:

    Table 5-5 Accounts Flagged for Review

    Field Description
    Execute Account Review Definition Select the execute account review definition from the drop-down list based on which the account was flagged.
    Pricing Review Criteria Definition Select the pricing review criteria definition from the drop-down list based on which the account was flagged.
    Action

    Select the action that needs to be taken for a flagged account. Following are the two options available:

    • Re-price: This recommends the account for a new rate to be generated through the pricing engine.
    • Postpone Review: In this, the account does not get re-priced and it is also excluded from all reviews until the next review date. The Next review date is specified by the user whenever Postpone review is selected as action.
    Task Status

    Select the status of the activity for a flagged account:

    • Open: The status for all flagged accounts is displayed as Open by default. This status indicates that the flagged account is open for re-pricing.
    • Completed: The status indicates that either the re-pricing is completed or the action is updated as Postpone Review and the next review date is provided.
    • Closed: This status indicates that the flagged account shall not be considered for re-pricing at any point in time.
    Criteria Met This section displays all the criteria of the given definition against which the account has been flagged for review.
    Criteria Unmet This section displays all the other criteria within the given criteria definition against which the account was not flagged.
  3. Click Save. The account number with the modified details is displayed Accounts Flagged for Review List window.

    or

    Click Re-price. On clicking Re-price, the re-pricing is initiated and the Deal Pricing Section with the auto-populated details of the customer and the account is displayed. You can proceed with the re-pricing procedure. For more details, see Modifying Deal Details.

Note:

On clicking Re-price, status in the Action field automatically changes to Re-price and the Task Status field changes to Completed.