Earnings Credit Rate
Balance-based earnings credit that offsets eligible fees — schedule setup, the cycle-end engine, and balance-swing pricing review.
ECR schedules
One rate schedule per currency — progressive tiers, AVG/EOD balance basis, CARRY/FORFEIT excess disposition.
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Run cycle
Cycle-end run: earnings credit per progressive tier, offset applied against eligible fees, excess carried per the schedule's disposition.
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Balance-based pricing review
Alert-style suggestions when a client/segment's average balance swings vs. the prior period — nothing here reprices anything automatically.
No evaluation run yet
Click "Evaluate" to review every balance rule for a period.