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.