910 - Symitar Business Account Determination

Category Core Specific

Description Indicates whether the system should determine if an account is a business account using Symitar fields and configuration.

Purpose Defines the method used to classify accounts as business vs. personal, which impacts:

• account presentation
• screen pop behavior
• product eligibility
• business-rules processing

Valid Values

• N = Name Format Business accounts are determined based on name format in Symitar.
• A = Account Type Business accounts are determined based on account type configured as business.

Default Value N

Notes / Dependencies

• If N is selected, ensure Name Format configuration differentiates business vs personal names
• If A is selected, ensure all applicable business account types are listed under site parameter 911 – Symitar Business Account Types