Account product

Account product marks a shift away from a technical, finance-driven account parameter rule setup toward a more business-centric account configuration model. It replaces complex technical field combinations with a clearer configuration structure and decouples account configuration from finance-oriented account class codes.

The account is now directly linked to a unique product code, making it clear which rules apply to the account throughout its lifecycle. Previously, each account parameter rule was uniquely identified by multiple parameters—person type, account type, jurisdiction country, and class code. These parameters could be filled or empty and could change on the account, adding complexity and making it unclear which rule was actually valid.

Account class codes can now be changed without affecting account configuration. Previously, changing or clearing the class code could unintentionally change the account parameter rule, because they were directly linked, causing the class code to control which attribute values were allowed on the account instead of serving only its intended financial configuration purpose.

Migrating from Account parameter rule to Account product

Customers using the Account parameter rule functionality must transition to the newer and more flexible Account product solution. For more information on migrating from Account parameter rule to Account product, contact the Tuum team. To learn more about enabling the Account product feature, see Enabling account product.