Available Actions
Move Group Moves matched customers from their current group to a specified target group. A source group can be set to limit which customers are eligible for the move. An optional setting prevents customers who have pending actions from being moved until those actions are resolved. Disable User Disables the online banking account for each matched customer. The account remains in the system but the customer can no longer log in until the account is re-enabled. Enable User Re-enables an online banking account that was previously disabled. Used to restore access for customers who have been reactivated or who have met the conditions for reinstatement. Send Email Delivers an email notification to each matched customer. The subject line, message body, and login portal URL are all configurable per automation. Formatted to display correctly across all email clients. Send Push Notification Sends a mobile push notification to each matched customer’s most recently active registered device. Used for time-sensitive outreach where immediate visibility is important.Execution and Reporting
Actions run automatically when the automation executes on its configured schedule. Each action logs whether it succeeded or failed for every customer processed. When the run is complete, the platform compiles a full audit report and delivers it to the configured administrator email address. Before committing a run, staff can enable preview mode to see which customers would be affected and which actions would execute — without making any changes. This allows validation of criteria and action configuration before going live.Need a Custom Action?
The actions listed above cover the most common operations out of the box. If your institution requires something beyond these — such as a core system update, a custom notification channel, or an integration with a third-party service — additional actions can be developed to fit your workflow. Contact us at hello@nuevesolutions.com to discuss what’s possible.