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Eligibility rules

Updated on April 20, 2021
Product Designer for Financial Services

Eligibility rules define the criteria, which your customers must meet for a product to be offered or sold to them. Users with the Product Marketer role can create and maintain each Eligibility rule, which consists of:

  • Eligibility name
  • Eligibility description
  • Eligibility details – A full text field that describes the criteria of the eligibility in enough detail that the application using the product can implement the criteria logic.

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