Add a GL Voucher Funding Record to an Account Product

Using the Add a GL Voucher funding record to an Account Product action template, rule authors are able to create general ledger funding records that include a funding amount and a general ledger from which the account product is to be funded.

To begin authoring this type of rule, navigate to System Management > Origination > Rules Management and click to open Rules Manager. Create a new rule using the Event Processing category and Application.AccountProducts Entity.

For more information on authoring rules, please see the Rules Management topic in this guide.

Within the If statement, define the conditions that must be met in order for a GL Voucher funding record to be added. For example:

Account Product has a value of
Is Customer is true/false

When authoring the Then statement, select the "add a GL Voucher funding record to an Account Product" action template. Upon selecting this template, the following vocabulary populates:

Add a GL voucher funding record to an Account Product with a voucher code of [select a GLVoucherList] and an amount of [amount].

[select a GLVoucherList] allows rule authors to identify the general ledger from which the account product is to be funded .

The GL vouchers that populate in this list are identified in the Lending.GLVoucher table in the database.

[amount] allows rule authors to determine the total to be funded from the general ledger.

The example below provides a demonstration of a rule that funds an account product from the Promotions general ledger when the applicant is a new customer and opens a Premium Checking account:

After the rule is created and saved to the rule application, system administrators can assign the rule to an event within Event Processing to automatically add the GL Voucher funding record when the specified event occurs in an account application: