Create a Relationship Profitability Expense Rate Group (ERG) Profile

To create a Relationship Profitability Expense Rate Group (ERG) profile:

1. From the Actions menu, under Relationship Profitability, select Create Rel Prof ERG.

   

   The page refreshes to display the Relationship Profitability Expense Rate Group profile information.

   

2. Enter the Relationship Profitability ERG profile information in the fields provided.

   Fields marked with an asterisk are mandatory.

   Field	Value
   Rel Prof ERG ID	Type in the Relationship Profitability ERG Profile ID.
   Rel Prof ERG Level	From the drop-down list, select the level to which the Relationship Profitability ERG Profile applies. Available values: Bank Level: When selected, the page refreshes to include a Bank ID field, where you can select the Bank ID to apply to this ERG. Agent Level: When selected, the page refreshes to include an Agent ID field, where you can select the Agent ID to apply to this ERG.
   User Restriction Indicator	If this profile is to be restricted to specific users, select this check box.
   RP ERG Type	Select the option button for the Relationship Profitability Expense Rate Group (RP ERG) type: Partner Rate Group ISO Rate Group

3. Select Create Rel Prof ERG.