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ENG-2280 expands the way we do IntraFi account enrollments. Previously we would only enroll accounts as reciprocal, meaning if a bank wanted something different (like the one-way sell option), they would need to manually adjust each account in their IntraFi instance. Now they can submit a help request and we can change an nsetting to have all accounts be enrolled as one-way sell. Some other details:
the nsetting would apply to all accounts for that combination of bank and fintech (e.g. ALV @ GHB) we can apply the setting in a way that changes only new enrollments moving forward or changes all of them across the board, so we'll need to clarify unless the bank tells us when they make the request TL;DR for banks who were telling us how cumbersome/manual this is, we've got good news for them All of these tickets have enabled the banks and/or fintechs to set an interest rate on an individual account for purposes of enrolling that account in IntraFi with the appropriate interest rate. A few details: it can be done via the API by a fintech (here) or in the Console by the bank (you saw this in our staff demo the other day, reminder here) If a org-level program rate is already set, an account-specific interest rate will supersede that org-level program rate If there is no program rate set and no account-level rate, we will enroll the account at 0% to IntraFi TL;DR banks with lots of exception rate customers (e.g. Meow et al) should benefit from this capability and have less manual work to do as a result. We should let those fintechs and their banks know how to start using it