Account parameter rule

Account parameter rules allow restricting account attributes depending on the account type, person type, account class and jurisdiction country code. When creating a new account, the Tuum system selects a valid account parameter rule that is matching to the account attributes.

Enable account parameter rule feature

Enabling an account parameter rule feature is a one-time action. Once enabled, you can continue creating and managing the account parameter rules without the need to re-enable it.

To use the account parameter rule, you must enable this feature:

1. Administration > Settings > System property.

2. From the content menu, choose account-api.

3. From the list of rules, find the USE_ACCOUNT_PARAMETER_RULES code > click the sign to update the system property.

4. Change the system property value to Yes.

Add new account parameter rule

1. Accounts > Settings > Account parameter rule.

2. On the account parameters page, click the Create rule button.

3. Fill in the parameter rule parameters > Save.

To ensure the account parameter rule applies to a new account, select account type, person type, account class, and jurisdiction country code when creating an account.

Find account parameter rule

Once a new account rule is added, it appears on the account parameter rules page:

• Accounts > Settings > Account parameter rule.

Update account parameter rule

1. Accounts > Settings > Account parameter rule.

2. Click the in front of the rule that you want to modify.

3. Update the parameter rule > Save.

You can modify the following rule parameters:

• Currencies,

• Residency countries,

• Tax residency countries,

• Interest method assignments,

• Customer groups,

• Validity range from,

• Validity range to.

Disable account parameter rule

1. Accounts > Settings > Account parameter rule.

2. Click the cross sign in front of the rule that you want to disable.

3. Select the invalidate from date > Invalidate.