How to waive a periodic charge once a particular

activity has been triggered

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 How-To Document-TSR-702055

Table of Contents

Document History...........................................................................................................................................................3
1. How to Title............................................................................................................................................................4
2. Detailed steps..........................................................................................................................................................4
3. Meta Data Track......................................................................................................................................................5

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Document History

Author Version Date Description

Ashik Ahamed 0.1 08-NOV-2023 Initial draft

Goutham M 1.0 08-NOV-2023 Reviewed

Comments:

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1. How to waive periodic charge once a particular activity has been triggered.
The purpose of this document is to explain how to waive a periodic charge when a particular activity is triggered.

2. Detailed steps

Step 1: Attach the charge property DORMANCYFEES to activtiy charge product condition and set a APP.METHOD as defer (this step can also be
ignored if you just want to collect the charge as a part of periodic charges alone and not based on the activity count basis).
Attach ACTIVITY.ID as DEPOSIT-CHANGE-SCHEDULE, whenever we trigger this activity system will attract a charge amount of property
DORMANCYFEES.

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Step 2: Create a periodic attribute class and periodic attribute as shown below.

Create a record in AA.PERIODIC.ATTRIBUTE.CLASS as TXN.TOTAL.COUNT and define Action as PROP.EVALUATE and Comparison Type
as +DIFFERENCE and Rule Val Rtn as AA.GET.ACTIVITY.COUNT and Property Class as ACTIVITY.RESTRICTION
Note: PROP.EVALUATE---it evaluate a property based on the restrictions defined in ACTIVITY.RESTRICTION

Create a periodic attribute based on periodic attribute class, TOT.TXN.COUNT as shown above.
Set Period Type as Repeating and Source Type as AA.ACTIVITY for the record TOT.TXN.COUNT
For our senario we use Period Type---Repeating.
Note :
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Period Type---Repeating is used to evaluate whether the activity is triggered in the specific period mentioned in Period field and waive the charge
property only for that specified period.
Example:Period is 1M month, The charge would be waived only for that month if the activity is triggered within that month.
Period Type----Life is used to waive the charge property for entire life time once the activity is triggered
Set Period Type as per the banks requirement

Step 3: ACTIVITY RESTRICTION:

Attach the periodic attribute TOT.TXN.COUNT in ACTIVITY.RESTRICTION and Attach a Rule Activity Id as DEPOSITS-CHANGE-
DEPOSITINT, Periodic Value as 0 , Property Id as PERIODICCHARGE , Evaluation as Break.
So whenever the above activity is triggered and Periodic Value is above 0 then the above rule will break then it will waive all amount in the
PERIODICCHARGE property ie.,once the DEPOSIT-CHANGE-DEPOSITINT activity is triggered, the charge will be waived.

Step 4: SCHEDULE: Attach a property PERIODICCHARGE in a SCHEDULE, Payment type as PERIODICCHARGE, Payment Method as
Capitalise

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Testing screenshots :
1. Create a arrangement of above setup.
2. Trigger Activity DEPOSIT-CHANGE-SCHEDULE which will attract the DORMANCYFEES. Collected amount is shown in AA.CHARGE.DETAILS,
collected charges are seen after the schedule happen.

3.Waive the periodic charge by triggering Change depositint activity defined in the Activity Restriction.

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Whenever we trigger this DEPOSITS-CHANGE-DEPOSITINT, it will waive the all charge amount of PERIODICCHARGE property, which can
be seen in AA.BILL.DETAILS, AA.CHARGE.DETAILS.

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Activity History:
1st MARCH to 1ST APRIL is the period considered for collecting/waiving the charge.

We triggered DEPOSITS-CHANGE-SCHEDULE activity multiple times, charge amount is expected to be collected in PERIODICCHARGE.
Since we triggered DEPOSITS-CHANGE-DEPOSITINT activity, the system has waived PERIODICCHARGE which we gave in SCHEDULE, waived
charge can be confirmed in AA.CHARGE.DETAILS, AA.BILL.DETAILS and will not reflect anything in the balances.

Screenshot 1: Screenshot2:

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Screenshot 4: Bill Detail:

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3. Meta Data
Meta Data Track Track
Description of document *
How to waive a periodic charge when a particular activity is triggered

Product * Insight

From T24 Release * R12

To T24 Release *
If the functionality is relevant till R9, R23
choose the value ‘Current’

Content Classification

Bank Unit * None

TAG 1 *(keyword) waive periodic charge Enter relevant tag, if not found in the
drop-down list.

TAG 2(keyword) activity restriction to waive Enter relevant tag, if not found in the
drop-down list.

TAG 3(keyword) activity restriction to waive a periodic Enter relevant tag, if not found in the
charge drop-down list.

Document Administrative Details

Owner: Ashik Ahamed A Email ID: a.ashikahamed@temenos.com

Approver: Goutham M Email ID: mgoutham@temenos.com

Expiry Date: NA JIRA Reference: TSR-702055

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