Creating Group Attributes
In Reconciliation Compliance, Service Administrators can create group attributes. In Transaction Matching, users with the Match Type - Manage application role can create group attributes.
To create group attributes in Reconciliation Compliance:
- From Home, select Application,
then Configuration, and then
Attributes.
The Attributes tab displays all custom attributes, including group attributes, that are defined in Reconciliation Compliance.
- Click Add to display the New Custom Attribute dialog.
- Specify the group attribute properties. See Specifying Group Attribute Properties.
- Define the group attribute members. See Defining Member Attributes.
- Specify values for the group attribute members. See Specifying Values for Group Member Attributes.
- Click OK to save the group attribute.
To create group attributes in Transaction Matching:
- From Home, select Application, and then Match Types.
- Select the Group Attributes tab. This tab displays all group attributes defined in Transaction Matching.
- Click Add to display the New Custom Attribute dialog.
- Specify the group attribute properties. See Specifying Group Attribute Properties.
- Define the group attribute members. See Defining Member Attributes.
- Specify values for the group attribute members. See Specifying Values for Group Member Attributes.
- Click OK to save the group attribute.