Quantum Ideas Portal
Welcome to the FIS Treasury and Risk Manager - Quantum Edition Aha! Ideas Portal.

By visiting this portal, you will be able to contribute towards the evolution of the Quantum solution through interactions with other Quantum users, FIS trusted partners and FIS staff from around the world. Each Portal User receives 5 votes. Each user is allowed 1 vote per idea. Votes are reset when an idea is in a final state i.e. Shipped (delivered in the product).

Users will receive weekly email updates that highlight new activity. Users will receive emails for their created ideas when:

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Status Future consideration
Created by Dennis Dongelmans
Created on Mar 21, 2025

RELATED IDEAS

Use bank account defaulting rules for Cash transfers

We are trying to create a rule (Counterparty Bank account Default rule) that bypasses EFT creation for receipt side of cash transfer, however due to limitation of Quantum functionality to setup the rule in bank transfer payment it is using the delivery details defaulting from the bank account and EFT is getting stuck in the ‘EFT ready for creation’ lifecycle stage. As per our expectation this should move to lifecycle stage ‘No EFT Required’.

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  • Admin
    Suzanne Cooke
    Reply
    |     Apr 3, 2025

    It is not possibly to default payment cashflow of an account transfer deal different from the receipt and thus ensure the receipt does not require an EFT.

    You can change to a different payment method or set the delivery instruction to EFT Not Required, but that requires manual handling post creation of the Account Transfer.