1. Setting Up and Configuring Account Reconciliation
  2. Setting Up Reconciliation Compliance
  3. Configuring Reconciliation Compliance
  4. Defining Attributes
  5. Defining Group Attributes
  6. Creating Group Attributes

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:

  1. 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.

  2. Click Add to display the New Custom Attribute dialog.
  3. Specify the group attribute properties. See Specifying Group Attribute Properties.
  4. Define the group attribute members. See Defining Member Attributes.
  5. Specify values for the group attribute members. See Specifying Values for Group Member Attributes.
  6. 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.