1. Customer Hub (UCM) Master Data Management Reference
  2. New Financial Account_New Contact Event Module

New Financial Account_New Contact Event Module

This module has a priority of nine. It contains the rules that apply when a new FINCORP account or a FINCORP account contact is added.:

  • Determine new financial account or new financial account contact. This module contains the rules that decide on the event object type: whether it is for a new FINCORP account or for a new FINCORP account contact.

  • New contact. This module contains the rules that apply for a new FINCORP account contact case. Business and consumer types of FINCORP account have different privacy regulations, which are further specified in two separate submodules.

  • New financial account. This module contains the rules that apply for a new FINCORP account case.