Pillar Two Automation Best Practices

  • Create a Global Rule if the details of the Global Rule applies to 60%+ of Jurisdictions
  • Create a Jurisdiction Rule if the details of the Jurisdiction Rule of the entities apply to 60%+ of the entities of that Jurisdiction
  • Only the Enabled/Disabled columns can be overridden at a lower level
  • Never override the details of a Global Rule at the Jurisdiction level or Entity level
  • Never override the details of a Jurisdiction rule at the Entity level
  • If needed, disable Global level rule and create a new Jurisdiction or Entity level rule
  • If needed, disable Jurisdiction level rule and create a new Entity level rule