Cross-sell Replacement Process Rule

To create rules that configures the conditions that determine when a Replacement Loan Offer is generated, navigate to System Management > Origination > Rules Management. From the Rules Management Home Screen, click . Once Rules Management launches:

Click the CrossSellReplacementProcess category.
Click .
Click Decision Table.
Select the Application entity.
Click .

General Tab

Enter the Name of the rule.

Temenos recommends naming the rule SelectCrossSellBenefits.

Enter a Description (if needed).

Definition Tab

This is where the conditions that generate and display Replacement Loan Offers on the Cross-sell screen are specified.

The following conditions and actions must be configured in this rule in order to generate and display Replacement Loan offers:

Condition	At least one Condition must be listed. Recommended: Measure the benefits of the Replacement Offer (i.e. Payment, Amount Reduced, Interest Rate Reduced).
Set Priority	Required to display Replacement Loan Offers in the Lifecycle Management Suite's loan origination module. Priority must be set to a value other than "None." If you do not wish to display a Cross-sell opportunity, set the Priority to "None." Note that the Priority also determines which Review Indicator is displayed in the Priority field.
Set WebLoan Priority	Required to display Replacement Loan Offers in WebLoan. A Priority must be set to a value other than “None.”

It is recommended the following conditions and actions are included to maximize the efficiency and effectiveness of Replacement Cross-sell offers:

Priority/Set WebLoan Priority

Make use of all three Review Indicators – users are able to quickly identify and sell the highest priority Offers.

Use green for the Offers that are highest priority for your institution.
Use yellow for Offers that are worthwhile but not a high priority.
Use red for Offers that are not a priority but should be offered if no other Offers are available.

Set Reason

Customized by the Financial Institution, Reasons are displayed on the Cross-sell screen to allow the user to quickly identify the benefits of the Replacement Loan Offer.

Please review the Rules Management section for more information on creating Rules.