Simple Credit Review Ruleset Examples

Here are examples of simple Credit Review Rulesets you may wish to create. This will give you an insight into how Credit Reviews are set up and run, and will get you started in creating larger and more complex Rulesets. The following Ruleset examples featured are:

• Ruleset Example: Updating Customer Account Status

• Ruleset Example: Generating A Telephone List

• Ruleset Example: Sending A Credit Control Letter

In the following examples you will add just one simple Rule to the Ruleset, which specifies the Action (a) Update Status, (b) Telephone and (c) Send Letter for qualifying customer accounts.

In reality you may customise each example Ruleset as you wish by adding Actions, Rules, Comments and Sections to suit your own purposes. See Creating A Credit Review Ruleset.

NEXT: Ruleset Example: Updating Customer Account Status