Description

UpSell is a simple business use case for increasing the sale of banking products. This example comes from OpenRules (http://openrules.com/examples.htm). In the original case rules are stored in Excel spreadsheet (http://openrules.com/docs/xls/UpSell.xls). The case was also described and modeled by Sebastian Radzik in his master thesis Design rules examples (PL); his design of this CASE in PL can be found on HeKatE UpSell Design wiki page.

The case provides rules which help to decide which products should be offered to the customer. The system can also set a comment about the client package. The decision is based on the client profile and products which the client has or does not have. The client profile is assigned in two phases:

  1. the client profile is set depending on client combined minimum and maximum balances,
  2. the client profile is updated depending on the date of registering the client as a customer.
hekate/cases/hekate_case_upsell/description.txt · Last modified: 2017/07/17 08:08 (external edit)
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