Business flow to be automated:
Initial JSON with Opportunities and Bankers info (*.XLS file for Business users)
- Points calculation (Business Rules):
-
if role = "Deal Team" and "rating": "Important" -> 20
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if role = "Deal Team" and "rating": "Critical" or "dealSizeConvertedInUSD"> 1000 -> 50
-
if role = "Project Sponsor" and "rating": "Critical" or "rank": "Executive Director"-> 100
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if role = "Project Director" and "rating": "Critical" and "team": "Advisory" -> 120
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Default value -> 10
-
Get Percentage as per points (and POST to DealAttribution)
-
Multiply on opportuninty.actualRevenueConvertedInUSD = Revenue brutto
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Apply taxes and timesheet koef to calculate revenue net:
- USA - 0.15 tax rate
- UK - 0.23 tax rate
- Revenue brutto = Revenue brutto*(1-tax rate)
- Generate report.
curl -i "http://www.mocky.io/v2/5b90ff993100008200939774"
- Voice control to manage business rules
- Intelligent incoming data clean-up (ML)
- Business rules suggestions (ML)
- Historical data analysis: comparison banker revenue during period of time and/or other bankers.
- New Data Feeds plug-in engine.