New Rule

The New Rule page allows you to create new rules to control document processing. The new rule applies to banks or customers, depending on the previous page (for example, a new rule from Bank Rule/Account page applies to all customers of the current bank).

1. Enter all required rule information, noting the following:
   • Enter a description for the rule that ensures the rule can be identified easily in application lists (for example, if you are creating an autopopulating field rule, include the custom field name in the rule description).
   • Select the appropriate rule type from the Rule type drop-down menu.
   • For autopopulating field rules, you can either enter a fixed value to populate in the selected custom field or you can include field contents from the credit item using the place holder {CreditItem.FieldX} where "X" is a field number from the credit item.
2. When you have finished defining the new rule, click the Save button to save your changes and return to the Rule/Account Search page.