Configure features by account status

Configure features by account status at the program or organization level.
Note: This only applies to full balance credit card programs.

You can toggle the following features on or off for a particular account status by setting them to true or false, respectively. By default, all these features are on (true).

  • close-statements: If false, the platform won't perform any cycle closings if the account has the specified status.
  • late-payment-fee: If false, the platform won't charge any late payment fees if the account has the specified status.
  • overlimit: If false, the platform won't charge any overlimit fees if the account has the specified status.

For example, suppose you set the close-statements feature to false for the DEFINITIVE_CANCELLATION account status for a specific program. (That is, you turn the feature off at the program level.) Then the Pismo platform won't perform any cycle closings for accounts in that status if they belong to that program.

There are several points you should keep in mind when using this endpoint.

  • You can use this endpoint to set a feature toggle at the organization level, whether or not you have created any full balance credit programs in your organization. However, if you try to use it to set a feature toggle at the program level, and the program isn't a full balance credit card program, the endpoint throws an error.
  • If a feature is set to true or false at the program level, this overrules that feature's setting at the organization level. For example, if close-statements is set to false at the organization level and true at the program level, then the platform continues to perform cycle closings for accounts in the specified program. In other words, the organization level setting is ignored.
  • If a feature is not set to true or false at either the program or organization level, it defaults to true.
  • You can't use this endpoint to update a feature setting for an account status if it has already been configured at a particular level. For that, you need to use Update features by account status.

You can use the List statuses endpoint to list all the account statuses defined for your organization.

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