Attach a fee model
A new fee model is detached by default. When you create one, you also must attach it to an account, a program, or an organization. Otherwise, it will not be applied. You can attach a fee model at the following levels of detail:
- Organization level: Attach to all accounts in your organization, regardless of which program contains the account.
- Program level: Attach to all accounts within a specific program.
- Account level: Attach to selected accounts, regardless of which program they are in.
You can't use Control Center to attach fee models to accounts. Do do this, you must use the endpoint Attach fee model to account.
Note that these levels are hierarchical — for any operation performed on an account, the platform applies the most specific fee model, starting with the account level.
Attach a fee model to an organization
Every organization on the platform is attached to a default fee model. This model is used whenever a platform operation requires a fee model but none is attached at the account or program level.
You can't use Control Center to attach a fee models to accounts. Do do this, use the endpoint Attach fee model to account.
To attach a fee model to an organization:
- From the main menu, select Setup > Fee models.
- Select the fee model you want to attach.
- On the Fee Model Details screen, open the Association type tab.
- Select Associate to organization.
- In the confirmation dialog, select Yes.
- Select Next.
- On the Review screen, select Finish.
Attach a fee model to a program
You can attach fee model to multiple programs at a time.
You can't use Control Center to attach a fee models to accounts. Do do this, use the endpoint Attach fee model to account.
To attach a fee model to an organization:
- From the main menu, select Setup > Fee models.
- Select the fee model you want to attach.
- On the Fee Model Details screen, open the Association typetab.
- Select Associate programs.
- On the Associate a program, screen, for each program that you want to attach, select its Add button.
- Select Next.
- On the Review screen, select Finish.
Link a fee model with platform operations
Optionally, you can link a fee model with one or more platform operations, such as a credit transaction. To do this, attach one or more processing codes to the fee model. For more information, refer to
Processing codes and transaction types in the Fee models guide. In cases where no charges are applied, simply do not include a processing code.
Updated 3 days ago