Create an Income Rate Group

To create an Income Rate Group (IRG):

1. Select Actions, and then under Pricing, select Create Income Rate Group.

   

   The Create Income Rate Group Profile page opens.

   

2. Enter the Income Rate Group Name.
3. From the Bank ID drop-down list, select the required bank.

   

4. Select a Fee Category from the drop-down list.

   

5. Enter an optional Income Rate Group Description.
6. Select Create IRG.
7. Add a fee item to the IRG.

   -or-

   Copy an existing IRG.

   You can copy an existing Income Rate Group by creating a new one and then copying the details from another existing one:

   1. Create an Income Rate Group.
   2. Once the IRG has been created, hover over the gear icon , and then select Copy Existing IRG.

      The IRG Lookup box opens.

      

   3. For the IRG you want to copy, enter the Income Rate Group Name (full name or partial value), and then select Search.

      -or-

      Select Search to view all IRGs.

      Tip: From the View drop-down list, select a value to narrow the search results by a specific Bank ID.

      The Search Results section refreshes to list the IRGs matching your search criteria.

      

   4. From the Search Results, select the IRG Name you want to copy.

      The box refreshes to list the Available Fees for that IRG.

      

   5. Select the required fee items to copy, and then select Apply Selected.

      -or-

      Select Apply All to immediately apply all fee items in the Income Rate Group.

   Once at least one Fee Item is added to the IRG, the IRG can be completed.

8. Select Complete IRG.