Search and navigate the admin dashboard.
Turn on when this customer verifies its own identities or organizations and CFX should not run verification. Leave off to verify through CFX.
Assigning a program makes this customer eligible for RouteFusion-issued virtual accounts. Unassigning removes that eligibility.
Platform default partners always apply. Optionally override which bank is this customer's default deposit partner.
Empty fields use the platform default template. Existing overrides can be replaced but not cleared.
