Limit Products By Tax ID

Your institution can limit customers to opening only one account for specific products during the account-opening process. This prevents certain products with special rates or benefits from being opened multiple times by a single user.

To enforce this, you can enable a feature that limits product opening by the primary applicant's Tax ID (SSN or EIN).
This limit applies only to the primary applicant's Tax ID. Joint applicants will not be limited.
Once enabled, a customer who has already opened that specific product (e.g., "Kasasa Checking") will not see it as an option for future account openings.

To limit products by Tax ID:

Go to Narmi Command under Configurations > Institution settings > Exclusive products per tax id.
On the page that appears, you will define the limitations for a group of products.
1. Group name – Enter a custom name for this limitation group (e.g., "test"). This name is for internal tracking and organization only.
2. Product IDs (JSON format) – Enter the specific Product IDs (which you can find in the Narmi Command Product List Manager ) that you want to be included in this one-per-customer limit. These IDs must be entered in the following JSON object format:
  - The key of the object must be the internal name you defined (e.g., "test").
  - The value must be a JSON array ([]) containing all the corresponding Product IDs as strings (e.g., "83", "92").
  Example Format:
```
{
    "test": [
        "83",
        "92",
        "105"
    ]
}
```
  In this example, products with ID 83, 92, and 105 are all grouped under the internal limit name "test."
Add a Note about the change and select Save changes.