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Account Policy for auto-created carrier accounts

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  • Account Policy for auto-created carrier accounts

    Is there a way to auto-apply an account policy to service provider accounts? Since these are auto-generated when a service provider is created in OTM, no actual setup is performed on the account to select the account policy. Would an agent be used to populate this on each service provider account after creation or are there other solutions?

  • #2
    Re: Account Policy for auto-created carrier accounts

    Why don't you load via CSV

    GL_USER Table, GL_ACCOUNT_POLICY_GID Attribute?
    Thanks,
    Vinoth Gopalakrishnan

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    • #3
      Re: Account Policy for auto-created carrier accounts

      You can create a DB trigger on the GL_USER table that will automatically add the required policy to your carrier upon creation.

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