2.5.1.2 Adding a New User-Defined Glossary

The User-Defined Glossary feature enables users to create and upload custom glossaries tailored to specific business requirements. Users can define glossary metadata such as name, reference code, source, purpose, and line of business, and upload an Excel (.xlsx) file that contains glossary terms and definitions.

To add a custom glossary, the user must be assigned the DFBUDGADD role.

  1. Click + Add Glossary.
  2. Enter mandatory details:
    Field Description
    Glossary Name

    Enter a clear and meaningful name for the glossary to identify its purpose.

    Note: Glossary Name and Reference Code cannot be edited after saving.

    Glossary Reference Code Provide a unique reference code to easily track and manage the glossary. Note: Glossary reference code must be prefixed with UD. If not, an error message ‘Glossary code must start with ‘UD’ is displayed. UD is not pre-appended by the system; users must add it manually.
    Glossary Version Auto-populated field. The version remains at 0.1 until the glossary is published. Upon publication, the version updates to 1.0.
    Source Specify the originating source of the glossary content (e.g., document, system, or standard). Enter 4 to 1000 characters.
    Source Version

    Enter the version of the source from which the glossary is derived.

    Enter 1 to 60 characters.
    Purpose

    Select the intended use of the glossary.

    • Ingress
    • Egress
    • Ingress and Egress
    Line of Business

    Choose the business area to which the glossary applies. The following options are currently available:

    • Ancillary Lines of Business
    • Investment Banking and Wealth Management
    • Reference and Market Data
    • Retail and Personal Banking
    • Treasury Services
    • Wholesale Banking
    Product Category Select the relevant product category associated with the glossary.
    Published Date for the Source Choose the date when the source content was originally published.
    Description Provide a brief summary explaining what the glossary covers. Enter 4 to 4000 characters.
    How to Use

    (Optional) Enter guidance on how users should reference or apply the glossary.

    Enter 4 to 4000 characters.
    Select a User Defined Glossary Data file (.xlsx)

    Upload the glossary data file in .xlsx format (maximum file size: 5MB).

    • Click to browse or drag and drop the glossary data file. Only .xlsx files are supported. Use the downloaded template to ensure correct formatting.

    Once uploaded:

    • The file is attached to the glossary draft.
    • Users can download and re-upload the file later if changes are required.

    Note:

    Only one custom glossary can be in progress at a time. If a glossary exists in Draft, Validated, or Publish in Progress status, users cannot create another glossary. A new glossary can be added only after the existing glossary is successfully Published.
  3. Review the entered information and submit the glossary.
  4. Click Save to create the glossary. The glossary summary shows that the recently added glossary is in Draft status.

    Note:

    Users can download, edit, and re-upload the file while in Draft status.