Registering Columns

There exists two types of Placeholder Columns available for PBSMCS Data Model - Instrument Columns and Transaction Summary Columns. These are further categorized under the different domains to be used for different purposes. Users can use the Instrument Columns to register a placeholder column for the Instrument tables whereas they can use the Transaction Summary Columns to register a placeholder column for the Transaction Summary tables.

The Data Model screen provides the following 7 different domain types to register a placeholder for the Instrument Columns:

• Date
• Rate
• Volume
• Char
• Long Description
• Flag
• Balance

It provides the following 5 domain types to register a placeholder for the Transaction Summary Columns:

• Rate
• Volume
• Long Description
• Flag
• Balance

The procedures to register the listed Columns are similar. To register a column:

1. Navigate to the Summary screen, and click a Column tile to display the Column Summary screen.

   Figure 4-5 Column Summary screen

   
   

   

   
   

   The summary screen displays the summary of existing Columns with the details Physical Column Names, Name, Description, Registration Status, and Actions icon.

   The registration of a Column happens after the Column is approved.

2. Click Add New Column to collapse the Column Summary and to display the Column Details.

   When you click Add New Column, the UI displays the Save and Submit for Approval buttons.

   Figure 4-6 Add Column Screen

   Note:

   
   

   

   
   
3. Enter the following details:
   • Name: This is mandatory. Specify the required logical name of the column.

     Note:

     Special characters (*, &, newline, double quote) are not allowed, and the maximum length is 150 characters.
   • Description: This is a mandatory field. Specify the required description of the column.
   • Data Type: Displays the data type of the underlying physical column, for example, NUMBER(30,11). This field is read-only and is shown for reference.
   • Required: Select this check box if the column must be mandatorily populated when data is loaded.
   • Property Name: This is an optional field used to select a relevant Property from the drop-down list, as applicable to the Column.

     For example, for a Rate column, the available Property Name values include TRANSFER_PRICING_OUTPUT, OPTION_COST_OUTPUT, and OTHER_ADJ_SPREAD_OUTPUT, used to flag the column as a specific Funds Transfer Pricing calculation output.

   • Property Value: Double click to display a drop-down where you can select Yes if it is applicable to the Column.
   • Comment:Specify any maker/approver comment. Note that special characters *, newline, and double quotes are not allowed.

     The Details section displays the Physical Column and Data Type Information that the column uses for user reference. As and when a registration takes place successfully and the Physical Column is utilized, the next registration process proceeds to take the next-in-numerical-order physical column available for registration.

4. Click Save. The details are saved as a Draft and are displayed on the Summary screen. You can change the Name, Description, and Comments later by double clicking the details.
5. Click Submit for Approval to send the column details for approval.

   OR

   Select a Name from the list and click the Actions icon to View, Edit, Submit for Approval, or Delete the Column. Editing, Submitting for Approval, or Deleting procedures are similar to Dimension Edit, Submit for Approval, or Delete procedures.

   Note:

   • You can delete a registration when it is in Draft state.
   • If the selected Column is in Approved state, then the Actions menu displays only View, Edit, and Submit for Approval actions.

Domain Types

The below domain types are available for each of the Cloud Service:

Table 4-1 Domain Types

Profitability and Balance Sheet Management Cloud Service Domain Types	Accounting Standards Cloud Service Domain Types	Climate Change Analytics Cloud Service Domain Types
DATE RATE VOLUME CHAR LONG_DESCRIPTION FLAG BALANCE	DATE RATE VOLUME CHAR LONG_DESCRIPTION FLAG BALANCE SHORT_NAME SHORT_NUMBER SHORT_DESCRIPTION CODE_CURRENCY PERCENT LOCALE_CD TIMESTAMP NAME LEAF OBJECT_ID SYSTEM_IDENTIFIER	BALANCE CHAR CODE DATE FLAG LEAF NUMBER RATE PERCENT LONG_DESCRIPTION SHORT_DESCRIPTION COUNTERPARTY_BALANCE COUNTERPARTY_RATE COUNTERPARTY_PERCENT COUNTERPARTY_CHAR