14.48 Configuring for Relationship Entities Exclusion Criteria

This section describes how to configure relationship entities exclusion criteria.

This attribute specifies the parameters to exclude when identifying relationships. Provide the attribute names as a comma-separated list. For example, to exclude ACCOUNT_TAXID and CUSTOMER_TAXID, configure the value as ACCOUNT_TAXID,CUSTOMER_TAXID. These parameters are then ignored during relationship identification.

The Relationship tab uses the following configurable parameters for identifying the Relationship(Apart from the default criteria of linking and the Involved parties).
  • ACCOUNT
  • ACCOUNT_TAXID
  • CUSTOMER
  • CUSTOMER_TAXID
  • EMPLOYEE
  • EXTERNAL_ENTITY
  • EXTERNAL_ENTITY_ID
  • EXTERNAL_ENTITY_NM
  • INVESTMENT_ADVISOR
  • CLIENT_BANK_SEQ
  • CLIENT_BANK_ID
  • CLIENT_BANK
  • RT_EXTERNAL_ID

To configure the Relationship Entities Exclusion criteria, follow these steps:

  1. Navigate to Case Management Configuration and select the Manage Common Parameters option.
  2. Open the Manage Common Parameters screen.
  3. Select Used for Design from the Parameter Category drop-down list.
  4. Select Relationship Entities Exclusion Criteria from the Parameter Name drop-down list.

    Figure 14-15 Manage Common Parameters Screen


    Manage Common Parameters Screen

  5. On the Manage Common Parameters page, enter values in the Attribute 1 Value field, and click Save.

    Figure 14-16 Set Relationship Entities Exclusion


    Set Relationship Entities Exclusion

  6. Scroll down and click Save.
  7. A pop-up Would you like to Save these actions appears, click Save.
  8. A pop-up Update Operation Successful appears, click Save.

Once the values are configured, before executing the batch, ensure the following steps are completed.

  1. Navigate to Financial Services Enterprise Case Management, and then go to Common Tasks, and then Unified Metadata Manager, and then Data Integrator Framework, and then Post Load Changes.

    Note:

    The BD_DEL_CONFIG_ENTITY_RELATION parameter is listed after the upgrade.
  2. Navigate to Common Tasks , and then Rule Run Framework, and then Process.
    The Process page is displayed.
  3. Search for code BD_Create_Case, select the entry and click Edit.
  4. Click Component tab.
    The Component Selector page is displayed.
  5. Under Components, expand Transformation Rules and then Database Functions - Transformations. Click Database Functions - Transformations to view the components present.
  6. Select BD_DEL_CONFIG_ENTITY_RELATION and click move (to move it to the right side) in Tasks in ROOT section.
    The BD_DEL_CONFIG_ENTITY_RELATION component is added.
  7. Click OK and the click Save on Process page.
  8. Select Precedence tab.
    The Precedence Selector page is displayed.
  9. In the Tasks in Root section select the BD_DEL_CONFIG_ENTITY_RELATION option from the drop-down menu and select CASE_ASSIGNMENT from Available Precedence section and move it to Existing Precedence by clicking the right arrow.
  10. To save the precedence, click Ok and then click Save.