Temenos Lifecycle Management Suite - Loan Origination Product Guide
Custom Fields

The Custom Field List page, located in System Management, is used to extend the database by allowing the addition of new fields. These fields are then usable through the field lists throughout the Lifecycle Management Suite.

Custom Fields are accessed in field lists throughout the Lifecycle Management Suite. For example, when building a report, administrators can insert custom fields to display on the report.

The following columns display on the custom fields page:

Column Name Description
Field Label The name of the Custom Field.
Table Name The name of the table in the Temenos database where the custom field is located. This is for troubleshooting purposes.
Column Name The name of the column in the Temenos database where the custom field is located. This is for troubleshooting purposes.
Category Displays the category in which the custom field was applied.
Calculated Field Displays whether or not the field is calculated.

The Custom Field List screen allows administrators to create custom and calculated fields.

Custom Fields cannot be created or edited when the Rules Management application is checked out to a user. When an attempt to save is made with the application checked out, an error message appears as shown below.

ShowCreating a Custom Field

Custom Fields should be added to the module after business hours. If a new custom field is created during business hours, it could cause a potential deadlock within the workspace that would negatively impact end users.

Field Name Description
Category

Drop-down that contains a list of categories in which the custom field is saved and made available in the database.

For each of the following Categories, a maximum of 1,023 custom fields can be created:
  • Application
  • Applicant

Upon creating a 1,024th field and clicking  or , an error message is received stating the maximum number of fields for the Category has been reached and the new field cannot be created.

Field Label

The name of the custom field. This is what appears in the Field List.

The Field Label does not support special characters and must meet the following requirements or a validation error is received upon trying to save the custom field:

  • Start with a letter
  • Contain only alpha-numeric characters and spaces
  • End with an alpha-numeric character
  • Include less than 100 characters
Data Type Drop-down that determines the type of custom field that is being created.
Description If necessary, provide a description of the new custom field.
Lookup Drop-down of lookup values. Lookup is available when the Lookup Data Type is selected. This populates from Field Configurations. Click Create New Lookup List to create a new drop-down list.
Field Length

Determines how long the field should be. This is enabled when the Character Data Type is selected.

Custom fields used for IMM documents must be less than 21 characters, as the IMM forms designer has a maximum character length. If the custom field length is above 21 characters, the value of the custom field cannot be mapped to the IMM form.
Decimal Places If a numeric Data type is selected, this determines how many decimal places the value has.
If authoring Business Rules, it is recommended to select the Sync.Custom Fields button on the Application Toolbar in Rules Manager before authoring a new rule in order to ensure the newly created custom field is available within the Rules Management Application.

ShowCreating a Calculated Field

Create a new field by building a calculation using one or more fields and constants. There are two types of Calculated Fields that can be created: Standard and Advanced. The operators available for use in the calculations are addition, subtraction, multiplication, division, and order of operation (i.e. parenthesis (A+B)/(C+D)). For date calculations, results are presented in days.

To Create a Standard Calculated Field:

Field Name Description
Category

Drop-down that contains a list of categories in which the custom field is located in the database.

Field Label The name of the custom field. This is what appears in the Field List.
Data Type Drop-down that determines the type of custom field that is being created.
Description If necessary, provide a description of the new standard calculated field.
Decimal Places If the Decimal Data Type is selected, this determines how many decimal places the value has.

To Create an Advanced Calculated Field:

It is important to contact Temenos prior to using the Advanced Calculated Field option. Inserting an Advanced Calculated field into a module feature with an invalid SQL Query can result in performance issues and hang the system.

 

 


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