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Setting Up External Summary Types

To set up external summary types, use the Region component External Summary Type component (EXT_SUMM_TYPE_TBL).

This section discusses how to set up external summary types.

Page Name

Definition Name

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Usage

External Summary Type Table

EXT_SUMM_TYPE_TBL

select Set Up SACR, then select Common Definitions, then select External Education, then select External Summary Type Table

Define the types of summary education information that you want to capture from a prospect or applicant. For example, you might define external summary types that mirror academic levels on a transcript, such as High School Grade 9, High School Overall, Undergraduate Third Year, and Post-Baccalaureate Overall.