to open the Add New Source of Wealth window.Source of wealth is a description of the individual or entity that obtains funds.
To add a new source, follow these steps:
1. Click Add Source of
Wealth to open the Add New Source of Wealth window.
2. Enter values in the following fields:
The following table describes the fields in Add New Source of Wealth window.
Table: Source of Wealth Fields
Name |
Description |
Source
of Wealth Code |
Enter the source code. Valid values are Alphanumeric and Underscore with a maximum length of 20. |
Source
of Wealth Name |
Enter the source name. Valid values are Alphanumeric, Underscore, Comma, Space, and Hyphen with a maximum length of 255. NOTE: These values consumed by other screens do not remain the same as given during the configuration or batch execution or assessment creation or case creation. But they will get updated as they are updated here. You will see the updated values as of date. |
Locale |
Select a value from the drop-down list. |
3. Click Save to save the source of wealth. The new source of wealth appears on the Source of Wealth grid.
To edit an existing source name, follow these steps:
1. Select the check box in line with the source name.
2. Click Edit Source
of Wealth 
to open the Edit
Source of Wealth window.
3. Enter the new name.
4. Click Save to save the source of wealth. The new source of wealth appears on the Source of Wealth grid.
To export or import records, follow these steps:
1. Click Export 
to download all records in the selected menu.
2. A CSV file will be downloaded to local system.
3. Click Import 
and
select the file to upload.
Uploading the file displays the records.
