Dictionary

Overview

A Dictionary is a set of labels that can be used to customize internal rules and broaden the functionality provided by the Crassula system. A Dictionary label can be used to group several profiles and pick them out of the whole profile package. Standing out profiles can be assigned to special fee and limit rules.

The following dictionary types are available:

Person type: the dictionary allows to configure additional client subtypes for persons. Set the Person type parameter in a profile that requires custom fee rates and assign a price list to the subtype—the price list rules will be applied only to the clients of the corresponding type. Thus, it is possible to use default price lists for all clients, while another set of fees will be applied only to a narrow group of persons.
Company type: the dictionary allows to configure additional client subtypes for companies. Set the Company type parameter in a profile that requires custom fee rates and assign a price list to the subtype—the price list rules will be applied only to the companies of the corresponding type. Thus, it is possible to use default price lists for all companies, while another set of fees will be applied only to a narrow group of companies.
Verification levels: the dictionary allows to configure Tier levels that can be selected by clients to extend their transaction limits. See Tiers for details.
Person subscription plans: the dictionary allows to configure Subscription plans that can be selected by clients to decrease their transaction fees. See Subscriptions for details.
Company Subscription Plan dictionary defines the subscription plans that can be selected by companies to decrease their transaction fees. See Subscriptions for details.

Related pages

Price Lists
Tiers
Subscriptions

Opening the item

Follow the steps below to access Dictionaries:

Navigate to the Admin Panel.
Click Administration on the left sidebar.
Click Dictionary to open the list of active dictionaries.
Click Edit to open the details of a corresponding dictionary.

How to create a Dictionary

To add a new Dictionary

Navigate to the Dictionary menu item.
The list of active dictionaries will be opened.
Click Add New in the top-right corner of the tab.
Set the Type parameter:
1. Verification level dictionary is used to set custom verification level names for clients.
2. Person the dictionary allows to configure additional client subtypes for persons. It is possible to set a limit or a price list only for profiles with the label instead of all Persons registered in the system.
3. Company allows to configure additional client subtypes for companies. It is possible to set a limit or a price list only for profiles with the label instead of all companies registered in the system.
4. Person Subscription Plan dictionary contains the subscription plan labels that will be available as subscription options for persons.
5. Company Subscription Plan dictionary contains the subscription plan labels that will be available as subscription options for companies.
Customize default labels depending on the Dictionary type selected:
1. Verification level dictionary is labeled per level. If levels are not labeled, default names will be used. API values for each label will correspond to the default Level 1-5 values.
2. Person and Company dictionaries are not limited by the number of labels. Click + and set a name for the new label. API values for each label will be automatically generated once the dictionary is created.
Click Create to save the new Dictionary. The labels will be available in client profiles.

Only one configuration can be created per Dictionary type. Once a Dictionary is created, it is not possible to add another configuration of the same type.

Component parameters

Parameter

Description

Type

The following Dictionary types can be configured:

Verification level dictionary is used to set custom verification levels for clients. See Tiers for details.
Person dictionary is used to label Person profiles. It is possible to set a limit or a price list only for profiles with a label.
Company is used to label Company profiles. It is possible to set a limit or a price list only for profiles with a label.
Person subscription plans: the dictionary allows to configure Subscription plans that will be available as subscription options for persons. See Subscriptions for details.
Company Subscription Plan dictionary defines the subscription plans that will be available as subscription options for companies. See Subscriptions for details.

Help

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