Agreement terms and conditions rules setup example use
Agreement terms and conditions rules can be used in different ways, such as the following example.
The eligibility rule for a checking and investment combination
product might look something like the following:
- Select a checking account from the following list: Regular, Express,
or Interest.
- For each account, the following fee condition applies:
- $9.95 per month for ten transactions.
- Each additional transaction costs $0.50.
- The monthly fee condition is waived when the following conditions
are met:
- The minimum balance is $1000.
- The account status is Active.
- For each account, the following fee condition applies:
- Select an investment account from the following list: Discount,
or Full.
- For each account, the following fee condition applies:
- $6.95 per month.
- $5.00 per transaction.
- The following promotion conditions also apply:
- Monthly fee is reduced to $3.95, if the account is opened online.
- A $50 credit is provided if the account is opened online.
- Transaction charges are only $2.50 per transaction if they are done online.
- For each account, the following fee condition applies: