Financial Segments Use Cases

Introduction

Financial Segments provides the possibility to segment your customers.

The following use cases are examples to make them more “plastic”.

Actors	Bank User
Systems	Bank’s application finAPI Data Intelligence finAPI Process Controller finAPI WebForm
Goals	find out which customers have a certain amount of money provide customized products for this customer segment
Preconditions	User has opened the Bank's online application
Flow	Bank’sapplication asks customer to import all accounts Open finAPI Process Controller and get process token and user Call finAPI WebForm v2 to let the user import the accounts wait until user has finished Call finAPI Data Intelligence Synchronize accounts endpoint and wait for callback Callback should create a Case and an Income Report with the given Data Sources Get the result of the Income Report Look into the result to get all income related transactions and aggregations

Actors	Bank User
Systems	Bank’s application finAPI Data Intelligence finAPI Process Controller finAPI WebForm
Goals	Determine the users financial situation Offer suitable financial asset products.
Preconditions	User has opened the Bank's online application
Flow	Bank’s application asks customer to import all accounts Open finAPI Process Controller and get process token and user Call finAPI WebForm v2 to let the user import the accounts wait until user has finished Call finAPI Data Intelligence Synchronize accounts endpoint and wait for callback Callback should create a Case and an Income Report with the given Data Sources Get the result of the Income Report Look into the result to get all income related transactions and aggregations