Business Rules for Adding Accounts
Account Uniqueness- Carry Account and Carry Firm must be unique for a particular agreement. However, GPS will allow for the same carry firm, carry account combinations as long as the Executing Account is different. Meaning, a combination of Carry Firm, Carry Account, and Executing Account as a whole must be unique within the system in order to apply the respective rate set.
Executing Account- If the Executing Account is populated, then that account will be used in combination with the carry account as a pricing criterion.
Pass Thru Agreements– The system will not use the Executing Account as a pricing criterion on pass-through agreements. This is the only time the Executing field will be used as an informational/read-only field.