Release account tiers while preserving negotiated terms
Digital banking, payments and investment platforms package premium tools, card limits and included transaction allowances. Review feature and limit changes before release, and preserve negotiated account versions while your financial systems handle transactions, fees, risk and compliance.
Explore the exampleAccess rights
- Advanced reporting
- Included
- Source: Business account, version 1
- Payments API access
- Included
- Source: Business account, version 1
Configured limits
- Team card limit
- 10 cards
- Source: Business account, version 1
Oak Studio joined under negotiated Business version 1 terms.
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Review a new account tier without breaking negotiated terms
Oak Studio holds Business version 1 with advanced reporting and ten team cards. The new public package has five cards and no advanced reporting. Its cohort, Version 1 signups, can keep that version or move at renewal.
Step 1 of 4: Read the agreed account package
Oak Studio has advanced reporting, ten cards and Payments API access under version 1.
DevelopmentTestDevelopment is a test environment: test money and sample customers only.
Access rights
- Advanced reporting
- Included
- Source: Business account, version 1
- Payments API access
- Included
- Source: Business account, version 1
Configured limits
- Team card limit
- 10 cards
- Source: Business account, version 1
Oak Studio joined under negotiated Business version 1 terms.
Account benefits and configured limits
Reporting is an access feature, cards are a configured maximum and the negotiated plan version supplies their terms.
| Feature | Type | Plan value |
|---|---|---|
| Advanced reporting | On or off | Included. Business account, version 1 |
| Team card limit | Configurable | 10 cards. Business account, version 1 |
| Payments API access | On or off | Included. Business account, version 1 |
More situations your team can handle
A business negotiated API access
One account’s agreement includes a premium integration. Record its feature entitlement in a contract plan or customer grant.
Explore negotiated packagesThe release needs a second approver
A production rollout needs finance review before customer terms change. Use the review and production protection settings to control release and rollout.
Explore finance review
Questions about financial services
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Try your plans in Entitler
Start with sample plans and customers. Then try a change you expect to make, such as a new tier, a usage allowance or an exception for an early customer. Request an invite to try it with your team.