7.1.3 Extend Business Terms

To extend a Business Term for an Action, do the following:
  1. Go to the Inbox by clicking the Inbox button on the Home Page. The Inbox page is displayed.
  2. To extend a Business Term for an Action, do the following:
    1. Select the required Action for which you need to extend a Business Term. The Action Details page is displayed.
    2. On the Extension Tab, click Extend Business Term. The Extend Business Term page is displayed.
    3. Set the following values

      Table 7-6 Business Term Field Names and Description

      Field Name Description
      Available Business Terms

      Based on the Logical Data Type selected during Business Term creation, select the required Business Term .
      Add Click this button to add the LOV code, name, and description.
      Delete Click this button to remove the LOV data.
      LOV table If List of Values are existing, those are displayed in the table.
      Following are the current behavior of LOV:
      • You can add LOV for an existing custom Business Terms for the Data Types Flag, Indicator, Code_Alphanumeric, Code_Alphanumeric_Long and Code_Numeric.
      • LOV definition will capture Code, Display Name, and Description.
      • The LOV should match the data type and data length of the Business Term.
      • The published LOV code cannot be removed or modified.
      • You can modify the display name and description for existing LOV values.
      • The Business Term follows the existing governance validations. For more details, see the Approval workflow of Issues and Actions section.

      Table 7-7 Business Terms Field Names and Description on the Relationships Tab

      Field Name Description
      Add Click this button to add the Relationship for Business Term.
      Group Code

      Enter an identifier that represents that one Business Term is related to another Business Term.

      Group Code shall be alphanumeric with maximum 10 characters in length.

      An existing group code can be mentioned if the new relationship falls into existing group.
      Relationship Type Select the relationship type that occurs between Business Terms from the drop down. For more information, see the Related Business Terms.
      Related Business Term Select the related business term from the drop down.
      Delete To delete a Relationship item, select the Relationship and click Delete.

      Note:

      • Users can now add relationships to the Custom Business Terms as well as Out-of-the-Box Business terms.
      • Users cannot add multiple relationships of same type for a Business Term.
      • For an Out-of-the-Box BT, users can only add the Measure GL relationship and the Business Term must be a numerical Data type.
    4. Click Save. A confirmation message is displayed. Click OK. On the Extension Tab of the action, the new extended Business Term is listed.

    Note:

    Once an extended Business Term has been Approved, the extension request cannot be modified.
  3. If you want to update a draft Extend Business Terms for an Action, do the following:
    1. Click the required Action for which you need to update an extended Business Term. The Action Details Page is displayed.
    2. On the Extension Tab, click the Extend Business term that you need to update which is in Draft Status.
    3. The extend Business Terms Details page is displayed. You can update the existing values in the available fields.
    4. Click Save. A confirmation message is displayed. Click OK. On the Extension Tab of the action, the new extended Business terms are listed. Click outside the Action Details page to close it.