About Group Attributes in Reconciliation Compliance

A group attribute is a user-defined attribute that consists of one or more member attributes.

Group attributes can store multiple values for a set of member attributes. One member attribute in the group attribute must be assigned as the key member attribute.

An example of a group attribute is Parent Account, with member attributes as Parent Account, Parent Description, and Department. Details for multiple parent accounts are stored in this group attribute. Data for each member attribute is referred to as a value. The data stored in the group attribute can be as shown in the following table.

Table 4-2 Group Attribute Example - Parent Account

Parent Account	Parent Description	Deprtment
P10000	Cash Gross Trade	1100
P12000	Receivables Fixed	1200
P14000	Assets Accounts	1400
P20000	Payable	2000
P30000	Equity	1000

Note:

Group attributes defined in Reconciliation Compliance are different from those defined in Transaction Matching. You cannot use Reconciliation Compliance group attributes in Transaction Matching and vice versa.

Benefits of Using Group Attributes

• Define once and use in multiple objects
• Prevents discrepancies in the value of an attribute that is used in multiple objects
  • When there is a change in any member value, you need to only update the value in the group attribute. This change can then be seen across all objects within the application that reference the key value of the group attribute.
  • When you select a group attribute's key member in a reconciliation or transaction, you automatically get the values of all member attributes.
• Reduces effort involved in setting multiple related attributes across your application

  Typically, a subset of group attribute members is included in a format, reconciliation, or transaction. So, a reconciliation may use Store ID, Store Manager, and Store Email, and a transaction may use Store ID, Store Location, and Phone Number. When group attributes are used, there is no need to set all these attributes individually. Instead, you select the Store ID (key attribute) and the values of the other attribute members are populated.

Where Can Reconciliation Compliance Group Attributes Be Used?

When using a Reconciliation Compliance group attribute in an object, you can use some or all member attributes. For example, in Select Columns of the reconciliation list, you can include only the Store Name and Store Location member attributes.

Group attributes defined for Reconciliation Compliance can be used in the following:

• Formats
• Reconciliations card
  • Search
  • Select Columns
  • Filters
• Matching card
  • Search
  • Select Columns
  • Filters
• Views
  • List views - Select Columns
  • Pivot views – as an attribute in the Layout tab
  • Chart views – as an attribute in the Layout tab
• Dashboards - for the Reconciliations, Transactions, Alerts, Detail Balances, and Profiles object types