Setting the C1-HOLDSRCH Feature Configuration

The C1-HOLDSRCH feature configuration enables you to set certain feature-specific options which are used while creating or viewing a hold request in the system.

Prerequisites

To set the C1-HOLDSRCH feature configuration, you should have:

  • Foreign key references defined for different entities, such as person, account, and bill

  • Required hold request types defined in the application

Procedure

To set the C1-HOLDSRCH feature configuration:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select F and then click Feature Configuration.
    A sub-menu appears.
  3. Click the Search option from the Feature Configuration sub-menu.
    The Feature Configuration Query screen appears.
  4. In the Feature Configuration Search zone, enter C1-HOLDSRCH in the Feature Name field.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  5. Click Search.
    A list of feature configurations that meet the search criteria appears in the search results.
  6. In the Search Results section, click the link in the Description column corresponding to the feature configuration whose details you want to edit.

    The Feature Configuration screen appears. It contains the following option types:

    Option Type Description Mandatory (Yes or No)
    Account FK Ref Used to indicate the foreign key reference for account. The system then generates information string for the account using the specified foreign key reference and accordingly displays it in the Hold Request screen.
    Note:

    You must specify a foreign key reference which is already defined in the system.

    The ACCT foreign key reference for account is shipped with the product. You can also use a custom foreign key reference, if required.

    		 Yes
    Bill FK Ref Used to indicate the foreign key reference for bill. The system then generates information string for the bill using the specified foreign key reference and accordingly displays it in the Hold Request screen.
    Note:

    You must specify a foreign key reference which is already defined in the system.

    The C1-BILL foreign key reference for bill is shipped with the product. You can also use a custom foreign key reference, if required.

    		 Yes
    Default Hold Request Type for IWS Used to indicate the hold request type using which you want to create a hold request through an inbound web service. The system uses the specified hold request type when it is not received in the inbound request.
    Note: You must specify a hold request type which is already defined in the system.
    		 Yes
    Funding Exclusion Reason Used to indicate the reason why the bill record was excluded from the funding request. The system stamps this reason corresponding to the bill record when you create a hold request for a bill via the Funding Request screen. Yes
    Person FK Ref Used to indicate the foreign key reference for person. The system then generates information string for the person using the specified foreign key reference and accordingly displays it in the Hold Request screen.
    Note:

    You must specify a foreign key reference which is already defined in the system.

    The PERS foreign key reference for person is shipped with the product. You can also use a custom foreign key reference, if required.

    		 Yes
  7. Enter the values for the required option types in the Feature Configuration screen.
  8. Click the Save button in the Page Title area.
    The changes made to the feature configuration are saved.