U+- Bank, a retail bank, has recently Implemented a project in which qualified customers see mortgage offers when they log in to the web self-service portal.
Currently, only the customers who satisfy the following engagement policy conditions receive the Fifteen-year fixed-rate mortgage offer:
The bank decides to make two changes:
1. Update the suitability condition for the Fifteen-year fixed-rate mortgage offer.
2. Introduce a new offer, Twenty-year fixed-rate mortgage.
The following table shows the new engagement policy conditions for both mortgage offers:
What is the best practice to fulfill this change management requirement in the business operations environment?
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