Limit scope*
Number, Text
This is a prefilled parameter. The account limit scope:
ACCOUNT,
ACCOUNT_USER,
ACCOUNT_OWNER.
Limit code
Number, Text
This is a prefilled parameter. The custom name of the account limit.
Person identifier*
Number, Text
This is a prefilled parameter. The name and identifier of a person to whom the account limit is being applied.
Period type code*
Text
This is a prefilled parameter. period when the limit is active:
YEARLY,
MONTHLY,
WEEKLY,
DAILY.
Calculation type*
Text
This is a prefilled parameter. The account limit calculation type:
CROSS_CURRENCY,
PER_CURRENCY.
Amount*
Number
This is a prefilled parameter. The account limit amount.
Used amount
Number, Text
This is a prefilled parameter. The amount used under the limit.
Validity range*
Date, Time
This is a prefilled parameter. The period when the account limit is applied.
Used amount*
Number, Text
This is a prefilled parameter. Indicates the amount that was used under the limit.
Last used date*
Date
This is a prefilled parameter. The last date when the limit was used.
Usage period*
Date
This is a prefilled parameter. The account limit usage period.
Reset time
Date
This is a prefilled parameter. It shows the date and time when usage was reset.
The Limits view page shows the information about the that were added along with the information.
To create account limits you first must create:
Account limit code - an optional step. The limit code defines the limit subtype.
Account limit type - a mandatory step. The limit type defines the way how the limit is applied.
Account usage limit default rule - an optional step. You can create default usage rules if you want to assign some default limits to currency accounts.
Accounts > Settings > Limits setup.
From the content menu choose Usage limit types and codes.
Scroll the page to the Usage limits codes.
Click the Add new code button.
Accounts > Settings > Limits setup.
From the content menu choose Usage limit types and codes.
Find the Usage limit type section, click the Add new type button.
Accounts > Settings > Limits setup.
From the content menu choose Usage limit default rules.
Click the Add new rule button.
From the content menu, choose Limits > click the Add Limit button.
From the content menu, choose Limits.
To view only the valid limits, select the Only valid checkbox.
Click the pencil sign to modify the limit.
Enter a new Limit amount > click the Change limit button.
The BackOffice allows you to terminate account limits by invalidating them. To do that:
Click the cross sign to terminate the limit.
Click the Terminate limit button to confirm the action.
Fill in the > Save.
Fill in the > Save.
Fill in the .
Open the .
Fill in Limits information > click the Add limit button > fill in the > click the Add limit button.
Open the .
in question.
in question.
Code*
Text/Number
Enter the technical name of the limit code.
Name
Text/Number
Enter the limit code name.
Description
Text/Number
Enter the limit code description.
Enabled
List
Select if the limit code is enabled. The possible options:
Yes,
No.
Scope type*
List
Defines the limit scope. For whom the limit is applicable:
Per account - the limit applies to an account.
Across all owner's accounts - the limit applies to a person and all accounts that belong to that person.
Per account and usage person - the limit applies to the private person who initiates the payment.
Calculation type*
List
Select the calculation type:
Usages recalculated into limit currency,
Usages calculated per each currency.
Period type*
List
Select the period when the limit type is applied:
Daily,
Weekly,
Monthly,
Yearly.
Limit code
List
Select the relevant limit code.
Limit scope / period / calculation type / code*
List
Select
Limit amount*
Number
Enter the limit amount.
Currency code*
List
Select the limit currency.
Person type
List
Select the person type:
Private,
Legal.
Account class code
List
Date from
Date
Select the date from which the default rule is valid.
Date to
Date
Select the validity to date.
Limit scope / period / calculation type / code*
List
Select the required limit configuration:
Limit scope - limit scope type:
ACCOUNT - the limit applies to one account.
ACCOUNT_USER - the limit applies to the private person who initiates the payment.
ACCOUNT_OWNER - the limit applies to a person and all accounts that belong to that person.
Period - period when the limit is active:
YEARLY,
MONTHLY,
WEEKLY,
DAILY.
Calculation type - defines how the limit is calculated:
CROSS_CURRENCY - transactions can be made in different currencies, and limit usage is calculated into limit currency with current reference rates.
PER_CURRENCY - limit usage is calculated on transactions made with the currency that matches the limit currency.
Code - is a unique name used to identify the account limit type.
Currency*
List
Select the account limit currency.
Limit amount*
Number
Enter the limit amount.
Date from*
Date
Select the date when the account limit is effective. The date format:
DD.MM.YYYY.
Select the account class code. See more about the account class codes in the .
