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A Contract is a flexible resource used to store extra details about a customer’s relationship with you. It doesn’t have strict built-in logic, making it a “blank canvas” for your specific data needs.

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How it Works

  • Fixed Fields: Some predefined fields like, contract code, start and end dates, etc are used in th web application when displaying the contact information.
  • Key-Value Pairs: You can add any information you find useful as additional properties using a simple key-value format.
  • Status Tracking: Each contract includes a simple indicator to show if it is currently active or inactive.
  • Risk Context: While the contract itself doesn’t perform actions, our system can use its details to help with risk assessment.
  • Linking: It is possible to link the contract to the customer or the account.

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Why use Contracts?

You can use contracts to pass specific details that help our monitoring rules. For example, you might include the “Contract Type,” “Expected Monthly Volume,” or “Source of Wealth.” If a customer’s activity doesn’t match these contract details, the system can flag it for review.