If a loan is a specified bps under the target, show a message that, when clicked, opens an email with a link to the opportunity and some additional opportunity details (including opportunity name, opportunity ROE, loan ROE, and loan target ROE). 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
- Viewing the Skill in PrecisionLender
- Enabling the Skill in Production
Configuring and Testing the Skill
Prior to enabling the skill for Production, 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 workgroup:
- Select Testing under the Status section.
- In the Version drop down, select a version of the skill that you would like to test.
- In the Skill Configs section on the skill details page, enter the following information to configure enter the skill:
- bpsAmountUnderTarget - The amount, in bps, that the loan needs to be under target for this tag to show.
- tagMessageOverride - (Optional) The message to display if you want to override the default message of the tag.
- mailToEmailAddress - The email address or addresses (semi-colon delimited) to send the email to.
- Select Save to enable the skill for the Testing workgroup. Once you've enabled this skill for testing, make sure you've added the users who will be testing the skill to the Testing workgroup.
Viewing the Skill in PrecisionLender
When the loan is a specified bps under the target, the Andi® skill will run and the escalated approval warning message will appear under the Here are 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.
Enabling the Skill in Production
After you've viewed and tested the skill, you are ready to enable the skill for the Production workgroup.
- Navigate back to the skill details page for the skill you were testing and mark it as Ready For Production.
- In the Status Section, select Production 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 Production workgroup.
*Note: After enabling the skill in Production, we recommend disabling it for the Testing workgroup.