1. Setting Up and Configuring Account Reconciliation
  2. Setting Up Transaction Matching
  3. Setting Up Transaction Matching Overview
  4. Defining Group Attributes
  5. Deleting Group Attributes

Deleting Group Attributes

Service Administrators can delete a group attribute, member attributes, or member attribute values subject to certain conditions.

Note:

In Reconciliation Compliance, group attributes and member attributes can only be deleted if they are not being used in any format, profile, or reconciliation within a period that is not locked.

When a group attribute or member attribute is deleted, any reconciliations or transactions that use them will continue to retain the deleted information.

To delete a group attribute:

  1. Access the list of existing group attributes.
    • In Reconciliation Compliance: From the Home page, click Application, then Configuration, and then Attributes.
    • In Transaction Matching, From the Home page, click Application, and then Match Types. Select the Group Attributes tab.
  2. For the group attribute to be deleted, click the Actions menu, and select Delete.
  3. In the Delete Confirmation dialog, click Yes.

To delete a member attribute:

  1. Open the Edit Custom Attribute dialog for the group attribute that must be updated.
    • In Reconciliation Compliance: From the Home page, click Application, then Configuration, and then Attributes. Click the name of the group attribute whose member attribute must be deleted.
    • In Transaction Matching, From the Home page, click Application, and then Match Types. Select the Group Attributes tab and then click the name of the group attribute whose member attribute must be deleted.
  2. Click the Members tab.
  3. Select the member attribute to be deleted and click the Delete icon.
  4. In the Delete Confirmation dialog, click Yes.

To delete a member attribute value:

  1. Open the Edit Custom Attribute dialog for the group attribute that must be updated.
    • In Reconciliation Compliance: From the Home page, click Application, then Configuration, and then Attributes. Click the name of the group attribute whose member attribute values must be deleted.
    • In Transaction Matching, From the Home page, click Application, and then Match Types. Select the Group Attributes tab and then click the name of the group attribute whose member attribute values must be deleted.
  2. Click the Values tab.
  3. To delete an entire row, select the row and then click the Delete icon.
  4. To delete a particular value, click that cell and press the Delete key.

    The value of this member attribute becomes null. All reconciliations that use the deleted value will also display a null for this member attribute value.