6.3 Segmentation Mapping

Segmentation involves the grouping of customer accounts based on different account level dimensions and the specified criteria on them.

Users can select from a set of dimensions to create segments for different Segment types in the Segmentation Mapping UI. Accounts grouped together in a particular segment, are expected to behave, and perform similarly. The objective of segmentation is to achieve easier cross sell and upsell and enhance value the customer drives for the bank.

Before executing the runcharts, define the required Retail and Wholesale segments and map the applicable source attributes or values to the segment rules. Save and review the segmentation configuration. For the complete preparation requirements, see Runchart Prerequisites.

• Navigation in the Summary Screen
  To open the Segmentation Mapping screen, from the LHS Menu, select Maintenance, and then select Segmentation Mapping. When you navigate to the Segmentation Mapping Summary screen, the Segments stored within your current Default Folder are displayed in this screen.
• Creating a Segmentation Mapping
  This procedure describes the steps to create segments, and then map the segments to the segment types as a part of the profitability insight analysis.