Add a flex control

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Flex control example

In Control Center, you can set up flex controls only at the program level. This means that a control affects all accounts in the program to which you apply it. For information about applying flex controls at the account or customer level, refer to Create account flex control and Create customer flex control.

For an example of how to create a flex control that sets a nightly transaction limit, refer to Create a flex control on Pix transactions.

You can add a flex control as active (immediately in force) or as inactive (saved but not yet activated). Once a flex control is activated, the platform evaluates it whenever there are events generated for customer accounts that match its defined transaction types.

To add a flex control:

1. From the main menu, choose Setup > 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.

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For more information about processing codes, refer to Processing codes and transaction types.

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

   1. If you're adding a cumulative control, proceed to step #8.
   2. 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.

11. SelectNext.

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

13. Select Next.

14. 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 rule.
    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 (takes effect immediately on save) or inactive (saved but not yet activated).

15. Select Finish.