Parameters for Processor Recommendation Flow

The Processor Recommendation flow has several configuration points, all reachable from Baucore Setup > Processor Recommendation.

Selection of Accounts to be recommended

Configure which Accounts are eligible to be suggested as Processors — this is the candidate-account filter the flow’s map and list view use to populate suggestions.

AccountList placeholder template

The [!AccountList] placeholder is used in email templates to render the list of selected Accounts in the outgoing email. The text template behind that placeholder is itself customizable from Baucore Setup > Processor Recommendation, so you can control exactly how each recommended Account is formatted in the message body.

For the full set of app-setting keys shared between Processor and Dealer Recommendation (map radius, marker styling, default Participant role, and the flow override setting), see Recommendation Configuration.

Related

• Recommendation Configuration
• Use the Processor Recommendation Process
• Setup Email Templates for Recommendation Process