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

deposit_rate_config.png

Prior to enabling the skill for Everyone, 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 Testing under the Audiences 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 the skill:
    • Excluded Product Names - Comma-separated string of excluded product names to not show suggestion on. For example, if you have two deposit products that you want to exclude from rate suggestions, 'Commercial Limited' and 'Commercial Enterprise', configure as 'Commercial Limited, Commercial Enterprise'. Then, all deposit products will receive rate suggestions except Commercial Limited and Commercial Enterprise.
    • Max Rate Suggestion (Percentage) - Max rate percentage to show suggestions for.
  • Select Save to enable the skill 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

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.

Note: Always remember to save the opportunity to apply your changes.

 

Enabling the Skill for Everyone

After you've viewed and tested the skill, you are ready to enable the skill for Everyone.

  • Navigate back to the skill details page for the skill you were testing.
  • In the Audiences section, select the Everyone audience 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 everyone.

Note: After enabling the skill for everyone, we recommend disabling it for the Testing audience. 

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