Creating Group Attributes

In Reconciliation Compliance, Service Administrators can create group attributes. In Transaction Matching, users with the Match Type - Manage granular role can create group attributes.

To create group attributes in Reconciliation Compliance:

1. From Home, select Application, then Configuration, and then Attributes.
2. Click the Group tab.
3. Click Add to display the New Group Attribute dialog.
4. Specify the group attribute properties. See Specifying Group Attribute Properties.
5. Define the group attribute members. See Defining Member Attributes.
6. Specify values for the group attribute members. See Specifying Values for Group Member Attributes.
7. Click OK to save the group attribute.

To create group attributes in Transaction Matching:

1. From Home, select Application, and then Match Types.
2. Select the Group Attributes tab. This tab displays all group attributes defined in Transaction Matching.
3. Click Add to display the New Custom Attribute dialog.
4. Specify the group attribute properties. See Specifying Group Attribute Properties.
5. Define the group attribute members. See Defining Member Attributes.
6. Specify values for the group attribute members. See Specifying Values for Group Member Attributes.
7. Click OK to save the group attribute.

Note:

The maximum number of custom attributes and group attributes that can be defined in an application is 950.