Previous Next JavaScript must be enabled to correctly display this content

## 1.45.1 Create Strategy Configuration

This topic describes the systematic instructions to create strategy configuration as per the requirement.

Specify User ID and Password, and login to Home screen.

1. On Home screen, click Core Maintenance. Under Core Maintenance, click Credit Decision.
2. Under Credit Decision, click Maintenance. Under Maintenance, click Strategy Configuration.
3. Under Strategy Configuration, click Create Strategy Configuration.
   The Create Strategy Configuration screen displays.

   Figure 1-162 Create Strategy Configuration

   Description of "Figure 1-162 Create Strategy Configuration"
4. On Create Strategy Configuration screen, specify the fields.

   Note:

   The fields, which are marked with an asterisk, are mandatory.
   For more information on fields, refer to the field description table.

   Table 1-114 Create Strategy Configuration - Field Description

   Field | Description
   --- | ---
   Strategy Code | Specify the unique strategy code.
   Strategy Code Description | Specify the short description for the strategy code.
   Product Processor | Specify the product processor for which the strategy is being configured.
   Product Processor Description | Displays the product processor description.
   Industry | Select the industry type from the drop-down list . The values are configurable based on the lookup values maintained. The available options are: Banking Industry Insurance Trade Finance
   Line Of Business | Select the line of business type from the drop-down list . The values are configurable based on the lookup values maintained. The available options are: Corporate Retail SMEnt
   Account Category | Indicates whether the strategy created is for asset or Liabilities.
   Module | Select the module from the drop-down list . The values are configurable based on the lookup values maintained. The available options are: Collection Origination Servicing
   Effective Date | Specify the effective date.
   Expiry Date | Specify the expiry date.
   + button | Click to add a new facts.
   - button | Click to delete a row that is already added.
   Type | Select the fact type from the drop-down list.
   Value | Select the value configured for the fact type from the drop-down list. The values are configurable based on the lookup values maintained.
   Modes | Select the modes from the drop-down list. The available options are: Borrowing Capacity decision & Grade Pricing Qualitative Score Quantitative Score Score Score and Decision Score, Decision & Pricing If the Module is selected as Collection, then below options are available. Decision & Grade Qualitative Score Quantitative Score Score Score and Decision
   Steps | Steps are defined based on the modes selected. Example: If Borrowing Capacity mode is selected, the check box for borrowing capacity is by default selected and disabled. You can select the other steps.

5. Click Save to save the details.
   The strategy configuration is successfully created and can be viewed using the View Strategy Configuration screen.

Parent topic: Strategy Configuration