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Segments are groupings of invoices that require a common
collection strategy. As the Strategist, you use the Segments feature to
define the segments to which your segment ruleset makes assignments. Typically,
you define a segment for each group of invoices that you handle with a
different strategy.
In order to save a segment, the segment must have a
strategy associated with it. For this reason, you must first enter the
strategies that reflect the different ways that you treat invoices, and
then enter the segments.
After you enter segments, you then enter segment rulesets
that provide the business logic for assigning invoices to the segment.
You create rulesets using the Ruleset feature.
Working with the Segments feature, a strategist can:
Define segments and
associate them with a Champion strategy that represents your best practices
for handling invoices of this type. More Enter a time frame
for the effectiveness metrics. Entering a time frame is optional, but
the Period After Date saves the date from which you view effectiveness
metrics. For example, the Period After Date could be the date on which
a Challenger Strategy was added. You can change these dates at any time.
Modify a segment
at any time. Mark a segment for
deletion. More
When you mark a segment for deletion, it is deleted only after all invoices
assigned to the segment have been closed, and no rulesets reference the
segment. Undelete a segment.
During the time that the segment is marked for deletion but not yet deleted,
you can restore the segment so that it is no longer marked for deletion. Evaluate the effectiveness
of both Champion and Challenger strategies using the effectiveness metrics
eCredit generates. More View the effectiveness
metrics for the Champion strategy assigned to the segment, and for a Challenger
strategy if one is assigned. When viewing effectiveness metrics, the strategist
can search by time frame to view metrics for only the specified time. Optionally assign
Challenger strategies to segments that you define as potential improvements
on your best practices. More Promote a Challenger
strategy to be the Champion strategy, or remove a Challenger strategy.
You can use the effectiveness metrics to determine which strategy is most
effective. |
