To set up Alerts and Notifications, select Create Blueprint Skill located at the top of the Configure tab within the Skills page of the Andi Skills Manager, and then select the Alerts & Notifications icon.
Step 1: General
- Name: Provide a name for the skill that is relatively short, but long enough to understand the main purpose of the skill
- Description: Provide a description that explains how, when, and what the skill does in the context of PrecisionLender
Step 2: Location
- Where would you like the notification to appear? This selection will allow you to choose whether you want the notification or message to appear within a PrecisionLender field and/or the Andi summary window. Use the multi-select to choose both options if desired.
- Which types of products should show the notification? This selection allows you to choose which product types and which PrecisionLender tab (loans, deposits, other) the notification or message is applicable for and will appear on.
- Which products should the notification appear for? For each product type selected in the prior input, select the products that the notification or message should appear for.
- Which field(s) should display the notification? If ‘In Field’ was selected in the first input, select the PrecisionLender field(s) the notification or message should appear in for each product type selected. Note, multi-select is available but ensure you consider the user experience when selecting more than 2 fields. Reference the Field Data Dictionary for information on how the fields listed match to PrecisionLender.
Step 3: Conditions
- When should the notification appear? Select whether you want the notification or message to always appear in the field/summary window or if the notification should only appear based on certain conditions of the opportunity
- If ‘Based on Input’ is selected, click on the ‘Add Condition’ button to begin modeling what conditions or attributes of the deal need to be met for the notification to appear
- Choose a field from: This determines what level of the opportunity should be looked at:
- Opportunity – Refers to the fields in the header of the opportunity
- Current Scenario – Refers to whichever scenario you are currently modeling to determine whether conditions are met
- Pipeline Scenario – Refers to the scenario that is selected as pipeline to determine whether conditions are met
- Commercial Loan Account – Refers to the individual loan being priced to determine whether conditions are met
- Deposit Account – Refers to the depositproducts being priced to determine whether conditions are met
- Other Account – Refers to the other products being priced to determine whether conditions are met
- Which fields should we check? Select the PrecisionLender field or opportunity metric to be used when deciding whether the notification or message should display.
- Compare using: Select the comparator to use when deciding whether the notification or message should appear. Comparators are different depending on the field selected. Date fields can be compared against current date and certain profitability metrics (ROE, ROEC, RORC, Net Income) can be compared against target.
- Compare to what value/enter amount? Enter the threshold or amount that determines whether the notification or message should appear
- Choose a field from: This determines what level of the opportunity should be looked at:
- Add additional conditions depending on the criteria needed for that skill or utilize the ‘Add Group’ feature to compare groups of conditions against each other to determine whether a notification or message should appear
- By default, the AND comparator will be used when multiple conditions are added but, if clicked, can be changed to OR
Step 4: Tag Appearance
- What should happen when the user clicks the tag? Select whether you would like an action to be associated with the notification or message. If ‘Nothing’ is selected, the text will be plain text. If another option is selected, the text will display as a hyperlink.
- Link to URL: Provide a web address that users will be directed to if the message is clicked.
- Send a chat message to Andi: Configure text that will be sent to Andi via a chat message if the message is clicked.
- Add a new account: Add certain product selected to the opportunity if the message is clicked.
- Send an email: Send an email via Andi to configured individuals if the message is clicked.
- Add Guarantee: Add a guarantee if the message is clicked.
- Set Property Value: Set a value for a given PrecisionLender field if the message is clicked.
- Set Scheduled Commitments: Set a series of commitments for a loan product when the message is clicked.
- What color tag would you like to use? Select the color tag that will display within the PrecisionLender field or Andi Summary window for the notification or message. The different tag colors generally have meanings as noted and will appear in the following order: Orange, Green, Blue.
- What should the message be to the user? Enter the text that will be shown to the user when the conditions configured are met.
- Do you want the tag to appear under a custom header? If you would like the notification or message to display under a custom header, check the box. If left unchecked, the message will display under the default tag color header.
- Orange: Here are some concerns
- Green: Here are ways to reach the target
- Blue: Here are things to consider
- What should the custom header be? If the custom header box is selected, enter the text to be displayed for the header in which the notification or message should appear under. Use the exact same text for multiple skills to group together messages under the same custom header.
Step 5: Overview
- Any errors will be displayed in red at the top of this section, indicating that inputs need to be updated/changed in order to proceed with building the skill. The step that requires attention will also become orange with an exclamation point.
- An overview of all selections will be displayed for review.
- Click the green ‘Build’ button at the bottom of the configuration wizard to proceed with building the custom skill or ‘Closed & Discard’ to cancel out of the building process.