The Catalog Extension allows you to extend the Seeded Catalog Contents to support a new or client-specific business use cases. You can create new definitions or customize the existing definitions based on context.
To create a Business Term, log an Issue and then create an Action for that Issue. Then use the Action to create the Business Term.
To see the procedure about logging an Issue, see the Issues Section and for creating an Action, see the Actions Section in the OFS Accounting Foundation Cloud Service Core Functions Release 22B.
To create or update a Business Term for an Action, do the following:
1. Go to the Inbox. To navigate to the Inbox, on the Home Page, click the Inbox Button.
The Inbox Page is displayed.
2. To create a Business Term for an Action, do the following:
a. Select the required Action for which you need to create a Business Term.
The Action Details Page is displayed.
b. On the Extension Tab, click Create Business Term.
The New Business Term Page is displayed.
c. On the Definition Tab, set the following values.
Field Name |
Description |
|---|---|
Business Term Logical Name |
Type a unique name for the Business Term Logical Name. · The Business Term needs to be long and meaningful. Short meaningless Abbreviations cannot be used. · The Business Term can consist of only the Alphabets. A single Space can be used as a Delimiter to separate the words. · The Business Term must always start with a capital letter. |
Classification |
Select one of the following category for the Business Term: · Date and Timestamp · Flag or Indicator · List of Values · Monetary Amount · Numerical Non-Monetary · Text Description · Identifiers |
Logical Data Type |
Select the required Logical Data Type that defines the Data Type and Length of the Business Term. |
Personally Identifiable Information |
Select if the Business Term is a personal information or not. The value can be a Yes or No (Enable the Toggle Switch for Yes and disable for No). |
Add |
Click this Button to add this Business Term in the Glossary List. |
Glossary Name |
Type a unique name for the Glossary of Business Term. |
Glossary Context |
From the perspective of a Business Term, explain the meaning and purpose. |
Business Term Description |
Double-click on the blank space corresponding to this field and type a proper Description for the Business Term. |
Delete |
To delete a Glossary item, select the Glossary and click Delete. |
d. On the Relationships Tab, set the following values.
Field Name |
Description |
|---|---|
Add |
Click this Button to add the Business Term in the Glossary List. |
Group Code |
Enter an identifier that represents that one Business Term is related to another Business Term. |
Relationship Type |
Enter the relationship type that occurs between Business Terms. For example, the relationship type between Maturity Date and Maturity Amount. |
Related Business Term |
Double-click on the blank space corresponding to this field and type a proper Description. |
Delete |
To delete a Relationship item, select the Relationship and click Delete. |
e. Click Save.
A Confirmation Acknowledgment is displayed: Business Term created with ID: <ID Number>.
f. Click OK to close the Acknowledgment. On the Extension Tab, in the Business Term Extensions Section, the new Business Terms are listed.
g. Click Submit to submit the Action for approval.
A confirmation Acknowledgment is displayed: Do you want to submit BT/Entities for, <Action name>? Yes and No
h. Click Yes.
A confirmation Acknowledgment is displayed: All BT/Entities has been submitted successfully for approval.
3. To update an immediately created Business Term for an Action, do the following:
a. Click the required Action for which you need to update a Business Term.
The Action Details Page is displayed.
b. On the Extension Tab, click the Business Term that you need to update.
The Business Term Details Page is displayed.
c. You can update any Field and Click Save.
A Confirmation Acknowledgment is displayed: Business with ID <ID> updated.
d. Click OK to close the Acknowledgment. On the Extension Tab, in the Business Term Extensions Section, the new Business Terms are listed. Click outside the Action Details Page to close it.
NOTE:
Once the Business Term has been created or available in the Catalog, the component for mapping the Business Terms to any Entity will be available in the future release.
For information about Approval of Action ( for Business Term), see the Approval workflow for Issues and Actions Section in the OFS Accounting Foundation Cloud Service Core Functions Release 22B.