Edit Coupon Rule

The Edit Coupon Rule page allows you to edit existing combinations of remittance coupon fields and rules. These combinations apply to all customers of your bank.

1. Make any desired changes to the field assignments, noting the following:
   • To change the remittance coupon field used for this rule account, select a new field from the Field name drop-down menu. The drop-down menu will list all available fields defined for the remittance coupon. You can only select one field for the rule account.
   • To change the field value used for this rule account, enter a new Field value that the selected rule will use to determine a match. If the field value appears in the selected field, the item will be considered a match (for example, a value of "234" would cause a match on a field containing a value of "123456").
   • To include a rule in the rule account, select the rule name from the Available Rules list, and click the Add >> button. This moves the rule to the Selected Rules list and configures the rule account to include that rule in its processing instructions.
   • To remove a rule from the rule account, select the rule name from the Selected Rules list, and click the << Remove button. This moves the rule to the Available Rules list and configures the rule account to omit that rule from its processing instructions.
   • To change the coupon type used in this rule account, click the Find Coupon Type Link, and then select a new coupon.
   • If a suitable rule is not already available, click the Create New Rule button to create a rule.

     Note: If a hotlist rule already appears in the Available Rules list, the Create New Rule button will not be available.

2. When you have finished editing the rule account, click the Save button to save your changes and return to the Rule/Account Search page.