Relationship Builder overview

The Relationship Builder in the Relationship Profitability and Pricing System (RPPS) allows you to establish relationships between the customers of your financial institution.

  • These relationships are used to populate your portfolio, which you can view on the My Portfolio page.

  • In addition, the XMap utility provides a visual display of the relationships within your portfolio.

The Relationship Builder is divided into three columns:

  1. List of unassigned customers. You can search this list by using the search bar above the column. For more information, see Creating and updating relationships.
  2. Relationship management area. You can search through relationships in this area by using the Search Relationships bar above the area. For a list of searchable attributes, see Searching customers or relationships.
  3. List of customers assigned to the selected relationship.

TIP: The Relationship Builder combines relationships into a relationship pod. After a relationship is created, this rectangular box allows you to manage the relationship and see how many customers belong to that relationship.

Accessing Relationship Builder

You can open the Relationship Builder from the Navigation menu or access it from the My Portfolio page.

To access the Relationship Builder from the Navigation menu:

Click Navigation menu > Relationship Builder.

To access the Relationship Builder from My Portfolio:

  1. In the Relationship column, select a customer relationship.

  2. Click the Relationship Builder icon .