1.1 If a customer is subject to Account Creation restrictions, restrictions based on userid will take effect.
1.2 Accounts that have been successfully opened will not be affected, only non-final account applications will be affected.
1.3 When a customer submits a new account application, the automatic account opening program determines whether the userid is on the Account Creation blacklist. If so, all non-final account opening applications under the user name will be automatically converted to Rejected (including account application records that were submitted but not approved before the blacklist was added), and the Processed Note is: Risk Concern --- This will be displayed to the customer in the letter.
1.4 Account opening application including Account Audit & Additional Account Audit account number automatically rejected.
2.1Add Master Account field in General of IB Profile - Overview, which is the top IB of the current IB
2.2 Sub IB
2.2.1. Add Level field in the list
2.2.2. Add button [All levels] above the list, click the pop-up window to display the complete link of the current IB
4.1 Allow user to copy all the settings from previous promo.
Add in new fields: Copy campaign settings
4.2 Users would need to change the name and the time period of the campaign.
default put empty
4.3 Remove all whitelisted sales/affiliate/client ID and email
4.4 After creation, would still require audit process.
4.5 Log still needs to be in.