Deposit Rate Suggestion

Overview

Andi® suggests a rate on deposits that will keep you within your deposit target. You can configure the max rate percentage that Andi® recommends. Additionally, you can specify deposit product names that do not receive any rate suggestions. 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 Development audience:

  • Select Development under the Audiences section.
  • In the Version dropdown menu, select the version of the skill that you want to test. This will display the skill configurations.
  • In the General Configuration section on the skill details page, enter the following information to configure the skill:

General Configuration

  • Excluded Deposit Products - Choose the Deposit Product(s) you would like excluded from rate suggestion presentation. Choosing none means it displays on all of them.
  • Max Rate Suggestion (Percentage) - Max rate percentage to show suggestions for.

Select Enable Changes to enable the skill for the Development audience. Once you've enabled this skill for testing, make sure you've added the users who will be testing the skill to the Development audience.

 

Viewing the Skill in PrecisionLender

Shows the skill message in Andi

 

To view this skills recommendation, click on Andi® in the Deposit window of the opportunity you are working on. In the window under the Here are things to consider section, you will see a rate suggestion from Andi®. The rate displayed will be within the threshold you' have configured and will display as a hyperlink. Click the hyperlinked message to update the Rate field on the deposit product.

Tip

Always remember to save the opportunity to apply your changes.

 

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, it will automatically be available for selection in the list.
  • Open the configuration and select Copy Config From… to copy all of your configuration settings from the Development audience.
  • Select Enable Changes to enable the skill for the targeted audience.

Note

After enabling the skill for the targeted audience, we recommend disabling it for the Development audience.

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