Structure Request Template

The Structure Request Template is configurable and provides the ability to configure ChartField definitions and copy of templates. The information in the template is driven by combinations of Set IDs, field names and template types. Every template has one or more groups of Business Reviewer roles assigned; and every Business Reviewer role is assigned to a template. When you add a detail request line and apply the template in the request process flow, it is routed to business reviewers assigned to the template for entry of pending details, data validation, impact analysis and submission. You may assign different Business Reviewers for various combinations of Set IDs, ChartFields and Template Types.

The content of a Structure Request Template is contained over four or five pages as under:

• Template definition

• Core information (available only for template type ChartField )

• Business justification

• Questions

• Checklist

The information you define in a structure request template is rendered on a financial structure request detail. If an existing template or list of Business Reviewers is updated, you may only apply this to a Financial Structure Request created in the future.

The tile for the Structure Request Template is available only to a few like administrators. It is not available on the Home page by default but you add there as necessary.