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Includes

  • Offer Hierarchy & Assignment
  • Account Offer Delivery
  • Dynamic Offer Re-Evaluation
  • Offer Snapshot Rules
  • Consumer Notifications

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Purpose

Manages how pay-term offers are selected, appended, delivered to consumer accounts, refreshed when eligible, and followed by consumer notification evaluation.

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Workflow Overview

Offer Hierarchy & Assignment

Offer priority rules for individual, group, sub-account, and master pay term assignment.

Account Offer Delivery

Rules for delivering creditor accounts and attached offers into the Consumer EcoPortal.

Dynamic Offer Re-Evaluation

Rules for re-evaluating offer assignment when account data, groups, or pay terms change.

Offer Snapshot Rules

Rules for preserving offer snapshots after consumer-facing delivery or negotiation activity.

Consumer Notifications

Rules for deciding when consumer notifications may be sent after account and offer delivery.

Last modified on June 1, 2026