Overview
Andi can facilitate the process of pricing a SWAP opportunity by sending an email to a corresponding person or group with key metrics included to assist or decision the opportunity. In this skill, you can configure when the email is sent, the user notification text in Andi, email header, and email recipients. You can also include custom fields, override existing fields, and remove existing fields. This article will cover configuring and testing the skill, and viewing and enabling it in PrecisionLender.
Note
You must configure this skill in the skills manager prior to using it in PrecisionLender.
In this Article
Configuring and Testing the Skill
Before enabling the skill for the targeted audience, you first need to ensure that the skill is working properly by testing it. To do this, navigate to the skill details page to configure and enable the skill for your Testing audience:
- Select Setup Audience to view a list of available audiences, and then select the Testing audience.
- In the Choose skill version drop down, select the latest version of the skill (if it is not already selected).
- In the General Configuration section, enter the following information to configure the skill:
- Email Sending Preference - Gives you the option of sending an automatic email or confirming the email prior to sending.
- User Conforms Email Notification - When User Confirms Email is selected as the Email Sending Preference, enter the summary tag text that will display in the Andi window.
- Email Subject - The subject of the email being sent.
- Email Address(es) - The recipients of the email. If multiple emails are needed, enter as a comma separate list.
- Once the skill is configured, select the Next button to preview the skill.
- Click Complete Setup & Enable Skill to turn it on for the Testing audience. Once you've enabled this skill for testing, make sure you've added the users who will be testing the skill to the Testing audience.
Viewing the Skill in PrecisionLender
Once you've configured the fields applicable for this skill, double check that the fields on the loan product in the opportunity meet the following criteria:
- The Rate Type is Swap.
When the loan is a swap, the Andi® skill will run and the swap message will appear under the Here are some things to consider section. If you have configured email addresses, the message will display as a hyperlink that you can click on. This will open an email window with a draft for you to edit as needed. If your configurations are set to automatic emails, the email will send automatically.
Please note you will need to save the opportunity first before the skill message will show.
Enabling the Skill
After you've viewed and tested the skill, you are ready to enable the skill for the targeted Audience.
- Navigate back to the skill details page for the skill you were testing.
- In the Audiences section, select the targeted audience for this skill and choose the version of the skill you're enabling. When the latest skill version is published by the skill owner, this will automatically be available for selection in the list.
- Re-enter the skill configurations.
- Select Save to enable the skill for the targeted audience.
Note
After enabling the skill for the targeted audience, we recommend disabling it for the Testing audience.