Account type*
List
Select the account type:
CURRENCY,
INTERNAL,
VIRTUAL.
Account holder type*
List
Select the person type:
Private,
Legal.
Account class
List
Select the . If you want to use this parameter for the account parameter rule, make sure that the account class is configured before.
Jurisdiction country*
List
Select the jurisdiction country. This parameter reflects branch jurisdiction country code. The jurisdiction parameter is defined on the account level.
Currencies
List
Select the allowed currencies for the parameter rule.
Residency countries
List
Select the residency countries. The residency countries parameter is defined on the account level.
Tax residency countries
List
Select the tax residency countries. The tax residency parameter is defined on the account level.
Method assignment codes
List
Select the . Note that the method assignment codes are a . If you have not configured the method assignment code values, refer to the .
Customer groups
List
Select the customer groups.
Note that the customer groups are a . If you have not configured the method assignment code values, refer to the .
Tenant*
Number/Text
Enter the tenant name for which you are configuring the account parameter rule.
BIC key
Number/Text
Enter the BIC key value.
Numbering sequence key
Number/Text
Enter the Numbering sequence key value.
Validity range from*
Date
Select the account parameter rule validity from date.
Validity range to
Date
Select the account parameter rule validity to date.
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.
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.
To use the account parameter rule, you must enable this feature:
Administration > Settings > System property.
From the content menu, choose account-api.
From the list of rules, find the USE_ACCOUNT_PARAMETER_RULES code > click the sign to update the system property.
Change the system property value to Yes.
Accounts > Settings > Account parameter rule.
On the account parameters page, click the Create rule button.
Fill in the parameter rule parameters > Save.
Once a new account rule is added, it appears on the account parameter rules page:
Accounts > Settings > Account parameter rule.
Accounts > Settings > Account parameter rule.
Click the in front of the rule that you want to modify.
Update the parameter rule > Save.
Accounts > Settings > Account parameter rule.
Click the cross sign in front of the rule that you want to disable.
Select the invalidate from date > Invalidate.
