Create reminder message treatments across different channels.

Note: Next-Best-Action Designer for Retail Banking is configured to support the Collections issue. It includes various groups to organize Customer- or Account-level actions into categories.

1. In Next-Best-Action Designer, click Engagement policy.
2. Click the Pre collection group under the Collections issue, and then click Edit.
3. Click the arrow by Account actions, and then scroll to the Actions section.
4. In the Create Action window under the Account context, in the action title field, enter Early reminder 10D, and then click Create and open.
5. Specify the Description, Keycode, and any other relevant fields.
6. In the Engagement policy tab, specify the conditions under which the action should be available to the customers.
   For example: The action is available to customers whose payment due date is within three days, and the amount due is greater than zero.
   Note: The XCAR data model includes the relevant properties for collections decisioning. If you need any additional properties, edit the customer class in your implementation application.
7. On the Treatments tab, click Add channel.
8. Configure an email or SMS treatment for the action.
9. Configure the action flow as described in Configuring the action flow for payment reminder actions.
   Note: The XCAR data model includes the relevant properties for collections decisioning. If you need any additional properties, edit the customer class in your implementation application.

   

   

10. Optional: To have more control over treatment eligibilities, configure treatment-level eligibility.

Follow a similar approach to create additional payment reminders under Days Past Due30, Days Past Due60, and so on.

1. In Next-Best-Action Designer, click Engagement policy.
2. In the Collections list, select DaysPastDue30, and then click EditCreate Action.
3. In the Create Action window under the Accounts context, in the action title field, enter Payment reminder 15D, and then click Create and open.
4. Specify the Description, Keycode, and any other relevant fields.
5. In the Engagement policy tab, specify the conditions under which the action should be available to the customers.
   For example: You can specify the time period when the payment is due, as in the following figure:

   

   

   Note: The XCAR data model includes the relevant properties for collections decisioning. If you need any additional properties, edit the customer class in your implementation application.
6. On the Treatments tab, click Add channel.
7. Configure an email or SMS treatment for the action.
8. Configure the action flow as described in Configuring the action flow for payment reminder actions.
   Note: The XCAR data model includes the relevant properties for collections decisioning. If you need any additional properties, edit the customer class in your implementation application.

• Configuring payment reminders for collections

• Configuring payment reminders for collections