Create account with parameter rule

If you have the account parameter rule configured, the account creation form will be adjusted according to the rule setup.

Let us consider an example of a parameter rule set for Finnish clients:

If you create a new currency account for a Finnish customer, you will see the following parameters:

In this example the the selection of jurisdiction country and account type parameters define the available values for the following parameters:

  • default currency,

  • customer group,

  • residency countries,

  • tax residency countries,

  • interest method assignment code.

The availability of the predefined items depend on the account parameter rule configuration.

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