Hierarchy Entity

Note: This topic is not applicable for the health insurance business.

The Hierarchy Entity zone displays the details of the hierarchy entity. It contains the following sections:

  • Main - Displays basic information about the hierarchy entity. It contains the following fields:

    Field Name Field Description
    Hierarchy Entity Displays the hierarchy entity.
    Description Displays the description of the hierarchy entity.
    Entity Level Indicates the level at which the hierarchy entity can be included in an entity hierarchy relationship. The valid values are:
    • Level 1

    • Level 2

    • Level 3

    • Level 4

    • Level 5

    • Level 6

    • Level 7

    • Level 8

    • Level 9

    Status Indicates the status of the hierarchy entity. The valid values are:
    • Active

    • Inactive

    Sort Sequence Displays the sequence in which the hierarchy entity appears in a particular hierarchy entity level.
  • Divisions - Lists the divisions to which the hierarchy entity is associated. It contains the following columns:

    Column Name Column Description
    Effective Date Displays the date from when the hierarchy entity is associated with the division.
    Division Indicates the division to which the hierarchy entity is associated.
    Note: It has a link. On clicking the link, the Division screen appears where you can view the details of the respective division.
  • Characteristics - Lists the characteristics defined for the hierarchy entity. It contains the following columns:

    Column Name Column Description
    Effective Date Displays the date from when the characteristic is effective for the hierarchy entity.
    Characteristic Type Displays the characteristic type.
    Characteristic Value Displays the value of the characteristic type.
  • Record Actions - The Record Actions section contains the following buttons:

    Button Name Button Description
    Edit Used to edit the details of the hierarchy entity.
    Delete Used to delete the hierarchy entity.
    Note: You can delete a hierarchy entity only when it is not yet included in any entity hierarchy relationship.
    Duplicate Used to create a new hierarchy entity using an existing hierarchy entity.
  • Record Information - The Record Information section contains the following field:

    Field Name Field Description
    Business Object Indicates the business object using which the hierarchy entity is created in the system. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.

Related Topics

For more information on... See...
How to associate a hierarchy entity with a division Associating a Hierarchy Entity with a Division
How to define a characteristic for a hierarchy entity Defining a Characteristic for a Hierarchy Entity
How to edit a hierarchy entity Editing a Hierarchy Entity
How to delete a hierarchy entity Deleting a Hierarchy Entity
How to copy a hierarchy entity Copying a Hierarchy Entity