---
schema_version: "1"
id: e43ddf3a650966b5bf5ccf1640e6b3f8aeadc90f073ca3b4b83c26501e56318d
title: Create a Decision Matrix to Determine Collection Plan Segments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_create_decision_matrix_for_segment.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_create_decision_matrix_for_segment.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9feafdb5e2423beb2e9eb543162190eb4dc9316a7bcb91252f0f76d84648cf32
description: Implement business rules to determine a collection plan segment for a collection plan according to your business requirements.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Create a Decision Matrix to Determine Collection Plan Segments

Implement business rules to determine a collection plan segment for a collection plan according to your business requirements.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://help.salesforce.com/s/articleView?id=ind.collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.">View product and edition availability.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d15213e68">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15213e68 ">To create, update, and delete decision matrices and matrix versions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15213e68 ">Rule Engine Designer</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15213e68 ">To use decision matrices in Business Rules Engine:</td>



            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15213e68 ">Rule Engine Runtime</td>

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Here’s an example of a decision matrix that determines a collection plan segment based on current due amount and days past due. Create a decision matrix according to your business requirements.

  
| Days Past Due | Current DUE AMOUNT | COLLECTION PLAN SEGMENT |
| --- | --- | --- |
| 90 | 2000 | High Balance Delinquent |
| 30 | 300 | Low Balance Delinquent |

When you create a decision matrix, keep these considerations in mind.

- Plan your decision matrix structure before creating the matrix. After you choose the type of a decision matrix, you can’t change the type.
- Before you create a decision matrix, make sure you understand its [functionality and nuances](https://help.salesforce.com/s/articleView?id=ind.decision_matrices.htm&language=en_US) of the decision matrix.
- Create a standard decision matrix.
- Make sure that the column names of the decision matrix are distinct from the tag names in the context definition that you cloned and customized previously.

1. If your decision matrix has only a few rows of data, [create a standard decision matrix manually](https://help.salesforce.com/s/articleView?id=ind.create_a_standard_decision_matrix_manually.htm&type=5&language=en_US).
2. If you're dealing with sizable data, [use a CSV file to create a decision matrix](https://help.salesforce.com/s/articleView?id=ind.use_csv_files_to_create_modify_decision_matrices.htm&type=5&language=en_US).