Deposit Class - Recommendation
On Deposit Class - Main you must define the Recommendation Algorithm used by the system when it calculates a customer's recommended deposit amount.
If you haven't done so already, you must set up this algorithm in the system. To do this:
- Create a new algorithm (refer to Setting Up Algorithms).
- On this algorithm, reference an Algorithm Type that recommends deposits. Click here to see the algorithm types available for this plug-in spot.
The system uses the Review Tolerance Percentage to prevent the recommendation of small deposits by the Deposit Review background process. For example, if this field contains 10(%), the system would only recommend an additional deposit if the recommended amount was more than 10% of the existing deposit.