Using the Policy Tester for a Company Policy

Use the Policy Tester to test out potential Allowed Action edits before making permanent changes. This ensures any action or transaction you test is possible based on what is allowed by your Company Policy and FI policy.

To use the Policy Tester for a Company Policy

1. In the navigation menu, click or tap Commercial > Company Policy. The Company Policy page displays the Transaction Types on the Overview tab.
2. Click or tap the Transaction Type. The Allowed Actions tab appears.
3. Click or tap Policy Testerand edit the following information:
   • Operations
   • Amount
   • Account
   • Subsidiary
   • IP Addresses
   • Location
   • Day
   • Time
   • (Optional) Select Auth code provided to test whether the transaction requires an authorization code (SAC or token) to support it.
   • (Optional) Select Template used (i.e., draft restricted) to test whether the transaction can be submitted by a Draft Restricted User.
4. Click or tap Test. The Policy Results appear and indicate whether the Company Policy and FI settings will allow or deny the transaction, depending on your Allowed Actions. If the policy tester fails, a highlighted message appears with details of why the test failed and which entitlement caused the test to fail.

Note:  The FI may turn off the Subsidiaries, Draft Hours, IP Address, Location, and other features.