Add a flex control

In Control Center, you can add flex controls only at the program level. This means that a flex control affects all accounts in the program to which you apply it. You can add a flex control as active (immediately activated) or as inactive (saved but not activated). Once a flex control is activate, the platform evaluates it whenever there are events generated for customer accounts that match its defined transaction types.

To add a flex control:

1. On the main menu, select Configurations > Flex controls.

2. On the Flex controls screen, select Create flex control.

3. On the Select a control type screen, select the type of control (Restriction control or Cumulative control) and select Next.

4. On the Select processing codes screen, select Add for each processing code to be included in this flex control and select Next.

5. On the Conditions screen, do one of the following:

6. If you're adding a cumulative control, proceed to step #8.

7. If you're adding a restriction control, skip to step #9.

8. (Cumulative control type only) On the Limits and time period screen, do the following:

   1. Select the type of limit: Transactions (restrict by number of transactions) or Spending (restrict by amount).
   2. Provide values and other details about the criteria to use to evaluate the condition (for example, amounts, time zone, and day of the month).
   3. Select Next.

9. On the Conditions screen, select the conditions that you want to include in the flex control. Multiple conditions are allowed, but there can be only one attribute for each condition.

10. Select Add condition and then select Next.

11. On the Program screen, choose Select to apply the flex control to at least one program. This affects all accounts in the selected program.

12. Select Next.

13. On the Review and apply flex control screen, do the following:

    1. Review and confirm each of the configuration settings.
    2. Enter a name for the flex control.
    3. Specify the deny code to return when the evaluation matches the control condition.
    4. Set the rule to apply to personal accounts, business accounts, or both.
    5. Set whether to create the flex control as active (activated immediately on save) or inactive (saved but not activated).

14. Select Finish.