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 Create and update 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.

Open Relationship Builder

Use the My Portfolio menu to select Relationship Builder.