Account Type Information Lists

Where appropriate select an Information List that will be used as the default for each of these options for this Product. Alternatively, leave blank to use the built-in system Information List that is displayed in the field.

CR Acc Types

Select the Credit Report Account Type list.

This list is defined by the CreditReportAccountType Information List.

Account Information Lists

Purpose

Select the Account Purpose list.

This list is defined by the AccountPurpose Information List.

Source

Select the Account Source list.

This list is defined by the AccountSource Information List.

Declined

Select the Account Close Note Declined list.

This list is defined by the AccountCloseNoteDeclined Information List.

Unwanted

Select the Account Close Note Unwanted list.

This list is defined by the AccountCloseNoteUnwanted Information List.

Closed

Select the Account Close Note Closed list.

This list is defined by the AccountCloseNoteClosed Information List.

Early Redem

Select the Account Close Note Early Redemption list.

This list is defined by the AccountCloseNoteEarlyRed Information List.

Early Settle

Select the Account Close Note Early Settlement list.

This list is defined by the AccountCloseNoteEarlySet Information List.

Refinance

Select the Account Close Note Refinanced list.

This list is defined by the AccountCloseNoteRefinanc Information List.

Write Off

Select the Account Close Note Written Off list.

This list is defined by the AccountCloseNoteWriteOff Information List.

Bad Debt

Select the Account Close Note Bad Debt Write Off list.

This list is defined by the AccountCloseNoteBadDebt Information List.

Account Client Insurance Details

Tick the checkbox if Accounts of this Product Type are to include Client level Insurance details. Also, please ensure the Record Insurance Details checkbox is ticked on the Account Role Form, Options

Validator Script to use in the New Account Wizard

A Validator script allows you to set some requirements for levels of information before accepting new Account. You can also ask the script to not display pages in the New Account wizard.
Select the Script from the dropdown list.

Product Type Form, Other