Deposit Class - Review Method

On Deposit Class - Main you must define the Review Method Algorithm used by the system to determine what action to take if the system recommends a deposit (or additional deposit) amount for an account. Refer to Review Deposits for a description of the background process that reviews deposits for refunds. The algorithm supplied with the base product highlights new deposits and deposit amounts on the Deposit Review page.

If you haven't done so already, you must set up this algorithm in the system. To do this:

  • Create a new algorithm (refer to Setting Up Algorithms ).
  • On this algorithm, reference an Algorithm Type that determines the review method the system uses if it recommends a deposit or additional deposit be applied to an account.