Scopes
The hierarchical levels within Banking.Live where rules can be applied and inherited.
Rules can be applied at different levels of the system hierarchy, each representing a broader or narrower scope of effect. Importantly, rule scopes are inherited downward - a rule set at a higher level will automatically apply to all levels beneath it, unless explicitly waived.
The hierarchy of scopes, from broadest to most specific, is as follows:
Client
All cards under this client will be evaluated for the rule applied at this scope.
Sub-Client
All cards under this sub-client will be evaluated for the rule applied at this scope.
Product
All cards under this product will be evaluated for the rule applied at this scope.
Parent Account
All cards who's main account is a child of this parent account will be evaluated for the rule applied at this scope.
Account
All cards who's main account is that of this account, will be evaluated for the rule applied at this scope.
Card Group
All cards who belong to this group will be evaluated for the rule applied at this scope
flowchart TD
C["Client"] --> SC["Sub-Client"]
SC --> P["Product"]
SC --> PA["Parent Account"]
SC --> G["Groups"]
G --> AG["Account Group"]
G --> CG["Card Group"]
P --> CARD["Cards"]
PA --> CARD
AG --> CARD
CG --> CARD
Understanding this structure is key to effectively targeting rules across different entities.
Updated 12 days ago
