FINS BIAN Product Matching Process API
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Examples of Use
Example of use:A customer servicing representative initiates a product matching dialogue after resolving a disputed payment in favor of the customer, hoping to leverage the positive contact situation to generate additional business opportunities
Role Definition
The service domain implements a decision service (that might be interactive) to isolate the preferred product(s) for which a customer is eligible in a specific servicing situation. The product selection logic will balance factors including customer indicated desired product type/features, customer type/profile, solicitation/retention/enquiry servicing situation, prevailing campaigns/bank preferred products. The decision logic improves product selection to optimize the customer interaction and support business development
Related Business Scenarios
PERFORM CUSTOMER ELIGIBILITY PROFILE UPDATE
HANDLE REQUEST FOR CORPORATE LOAN
CONDUCT CUSTOMER CENTRIC PRODUCT MANUFACTURING
PROCESS INTERNAL CUSTOMER UPGRADE
Core Business Object
Key Features
- Determine customer product interest
- Isolate eligible products
- Consider context to filter/prioritize products
Apply broader campaign/bank preferences
Customers can use this integration template to accelerate implementation.