Solve LOC Utilization Usage for Target ROE - Conversational

Overview

When asked 'What is the utilization to meet target ROE?', Andi® will calculate the LOC utilization usage needed to meet the target ROE.

Testing the Skill

Prior to 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 enable the skill for your Testing audience:

Select Testing under the Audiences section.
In the Version drop down, choose a version of the skill that you would like to test.
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

To use the skill, open the Andi® chat window and type 'What is the utilization to meet target ROE?'. Andi® will then display the LOC utilization usage needed to meet the target and you will need to manually update the appropriate fields.

Tip

Always remember to save the opportunity to apply any 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, this will automatically be available for selection in the list.
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.

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