NOTE - The Category needs to be created (Settings > Application > Categorisation) however, no filters are to be placed on the Category.
Categories can be added to applications based on an event happening during the journey of an application. These categories will be added to the automation.
What is it used for?
- To group customers so they can be handled in a certain way
- Make visible on the customer record for a user to see
- To trigger further automation based on a category having been added
Examples:
- Lender Approval (Fig 1)
- If within the automation a lender approval outcome is received - A category can be added i.e. "Approved"
- Equifax RN score received
- If within the automation an Equifax RN Score is received - A category can be added i.e. "Credit Score Received" (Fig 2)or
- If within the automation the Rules are that the RN Score is between 200 & 350 - A category can be added i.e. "Credit Score between 200 & 350" (Fig 3)
Fig 1
Fig 2
Fig 3
Image link