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Set Internal info for transaction

This rule adds a string to transaction's internal info depending on two different conditions. These two conditions can be fulfilled individually, it is enough that one is fulfilled.

  • Condition alternative 1: The transaction's parent portfolio has a linked model portfolio with the "LowRisk" name.

  • Condition alternative 2: The transaction's parent portfolio has the "LowRisk" tag.

  • Action: Add the "Risk-Level=Low" string to the transaction's Internal info field.

custom_transaction_setInternalInfoLowRisk.xlsx