7.4 Excel Upload

This section describes how to populate data for the Brach and State dropdown.

Populating Data for Branch Dropdown

The KDD_BRANCH_INFO and KDD_BRANCH_INFO_TL have been introduced in order to store the Branch-related information. The Branch drop-down displayed in the Account tab picks data from the KDD_BRANCH_INFO_TL table. Data can be populated to these tables through Excel Upload from the Admin UI.

To populate the above tables (KDD_BRANCH_INFO and KDD_BRANCH_INFO_TL), follow these steps:
  1. Navigate to Financial Services Enterprise Case Management, go to CommonTasks.
  2. Select Unified Metadata Manager. Click Data Entry Forms and Queries.
  3. Click Upload. Select Excel Upload (Atomic).
  4. Click Excel Upload under the Excel Utilities menu.
  5. Under Excel File to Upload section, click Browse, navigate to the file location, select it (KDD_BRANCH_INFO), and click the Preview Excel File (Right Arrow) button. Preview of the Excel file displays.
  6. Under Excel-Entity Mappings section, click Browse (Right Arrow). The Mapping Selector page opens.
  7. Select the excel file (KDD_BRANCH_INFO) and click OK.
  8. Click Upload. A message appears indicating that the action was done.
  9. Click OK

Populating Data for Status Dropdown

The KDD_STATES and KDD_STATES_TL have been introduced in order to store the State dropdown-related information. The State drop-down displayed in the Customer tab picks data from the KDD_STATES_TL table. Data can be populated to these tables through Excel Upload from the Admin UI.

To populate the above tables (KDD_STATES and KDD_STATES_TL), follow these steps:
  1. Navigate to Financial Services Enterprise Case Management, go to CommonTasks.
  2. Select Unified Metadata Manager. Click Data Entry Forms and Queries.
  3. Click Upload. Select Excel Upload (Atomic).
  4. Click Excel Upload under the Excel Utilities menu.
  5. Under Excel File to Upload section, click Browse, navigate to the file location, select it (KDD_STATES), and click the Preview Excel File (Right Arrow) button. Preview of the Excel file displays.
  6. Under Excel-Entity Mappings section, click Browse (Right Arrow). The Mapping Selector page opens.
  7. Select the excel file (KDD_STATES) and click OK.
  8. Click Upload. A message appears indicating that the action was done.
  9. Click OK.