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Account Templates

An account template object can reference program exits to affect the accounts associated with that template.

If an account template references program exits, these exits are called in addition to the exits that are referenced by the endpoint to which the account belongs. The exits defined on the account template are invoked before the exits on the endpoint (hierarchy order).

If an account is being created from one or more account templates (PRE_ADD_ACCOUNT and POST_ADD_ACCOUNT exit types), those template exits are called.

When working with an existing account, whether the current set of assigned account templates is being adjusted or not, it is the initial set of assigned templates whose program exits are invoked.