Relationship Greater Than Target - Notification

Overview

This is a configurable skill where you can write a message that will display in the Andi® window when the Existing Relationship ROE is greater than a configured threshold percentage of the target ROE. By configuring an address link, you can also turn the message into a hyperlink that will open in a new window.

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 skill configurations on 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:
    • Relationship ROE Threshold - The percent value of the target ROE used to compare against the Existing Relationship ROE. Example: 105% or 105.
    • Tag Text - The message that will display to the user in the Andi® Window.
    • URL - (Optional) Add the link that will open in a new window when the user clicks the message.
  • 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

After you've configured the fields applicable for this skill, double check the following:

  • The existing relationship ROE is greater than the configured threshold percentage of the target ROE.
  • You have saved the opportunity.

Once the opportunity meets the conditions listed above, 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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