Opportunity ROE Approaching Target - Notification

Overview

This is a configurable skill that will display a message in the Andi® Window when the Opportunity ROE meets or exceeds the target ROE by a percentage you configure. You can configure up to three different percentages and corresponding messages. You can also configure a ceiling for when no message should display once a given percentage is reached.

Note: You must configure this skill in the skills manager prior to using it in PrecisionLender. 

 

In This Article

 

Configuring and Testing the Skill

shows configurations on the skill details page

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 the version of the skill that you want to test. This will display the skill configurations.
  • In the Skill Configs section on the skill details page, enter the following information to configure the skill:
    • Percent of Target - Percent the target is exceeded by to determine if 'Message' should be shown. Example: 80 or 80%
    • Message - Message to be displayed if current ROE is greater than the 'Percent of Target' of target ROE.
    • 2nd Percent of Target - (Optional) Percent the target is exceeded by to determine if '2nd Message' should be shown. Example: 90 or 90%
    • 2nd Message - (Optional) Message to be displayed if current ROE is greater than the '2nd Percent of Target' of current target ROE.
    • 3rd Percent of Target - (Optional) Percent the target is exceeded by to determine if '3rd Message' should be shown. Example: 95 or 95%
    • 3rd Message - (Optional) Message to be displayed if current ROE is greater than the '3rd Percent of Target' of current target ROE.
    • Percent of Target Ceiling -  (Optional) When the current ROE is above the 'Percent of Target Ceiling' of target ROE, no message will appear. Example: 100 or 100%
  • 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

shows the skill message in Andi

When the Opportunity ROE meets or exceeds the target ROE by the configured percentage, the Andi® skill will run and the message will appear under the Here are some things to consider section. 

 

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.

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