Administrator Guide > Custom Fields |
The Custom Fields page in System Management (System Management > Custom Fields), can be used to extend the database by allowing the addition of new fields. These fields are then usable through the field lists throughout Temenos Infinity.
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Custom Fields are accessed in field lists throughout Temenos Infinity. 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.
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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.![]() |
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 the categories in which the custom field is saved and made available in the database. This drop-down includes the following values:
- Applicant
- Application
- Application Account Products
- Collateral - Lending
- Collateral Other Owner - Lending
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.
Collateral Other Owner - Lending custom fields are only available for addition to a panel on a Collateral Other Owner screen. These custom fields cannot be added to a Collateral panel on an Application screen. 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. The following options are available to select within the Data Type drop-down list:
- Character
- Date
- Datetime
- Flag
- Lookup
- Money
- Number
By default, custom fields configured with a Date Data Type are formatted as mm/yyyy in screens. Custom fields configured as Datetime are formatted as mm/dd/yyy, and populate both the date and time.
The value of Date custom fields, and Datetime custom fields, populate in the above format by default; however, when the custom field is added to a screen panel, the Date Format of the field can be modified within the Fields tab of the panel configuration window.
Description If necessary, provide a description of the new custom field. Lookup This field contains a drop-down list that consists of the field lookups, which may be linked to the custom field.
Lookup is available when the Lookup Data Type is selected. The options that appear within this drop-down list populate from the following locations:
- System Management > Field Configurations
- System Management > Origination > Field Configurations
Additional options populate from the following tables in the database:
Database Tables Lookup Name Core.Branch Branch Lending.GLVoucher GL Voucher Lending.uvwNMLSUsers NMLS Users Lending.Vendor Vendor tblCompany Company tblUser User (Last, First)
Click
to create a new drop-down list. Once clicked, the Create Lookup window opens, which allows administrators to create a new lookup list that may be linked to the custom field.
In the Create Lookup window, administrators are prompted to complete the following attributes:
Attribute Description Lookup Description Indicates how the field lookup appears in the Field List. Lookup Code Indicates how the field lookup is stored in the database.
A lookup table, along with a series of buttons, allow administrators to view and maintain the values linked to the lookup. Using the following buttons, administrators are able to maintain the custom values for the lookup:
Button Description Allows the administrator to add an option to the custom lookup field. Upon clicking , a new row appears at the bottom of the lookup table.
Allows the administrator to remove an option from the custom lookup field. Upon clicking , the selected row is removed from the lookup table.
The lookup table consists of the following attributes, which must be defined when an administrator creates a new lookup:
Column Description Value Indicates how the field lookup option is stored in the database. Description Indicates how the field lookup value appears in the Field List. List Order Indicates the order in which the lookup value appears for the field. Enter a numeric value for each option to determine the order of appearance.
If a List Order is not defined for a Custom Lookup, the default order (alphabetical) is used. Once all attributes are determined for the lookup, click
to commit the lookup options, and return to the Create Field window.
Once a new lookup has been defined, it appears in System Management > Origination > Field Configurations. Field Length Determines the length of the field. 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 the number of decimal for the value. Encrypt This parameter determines whether the values entered in the custom field are encrypted in the database. If this check box is set to false, the values entered in the custom field are not encrypted in the database. If this parameter is set to true, the following functionality is enabled:
- The data entered in the custom field is encrypted when the data is saved to the database.
- The encrypted data in the database is decrypted when the custom field data is retrieved from the database, and used in the DTO.
- The encrypted data displays in the Audit Log when updates are made to the custom field.
The Encrypt functionality only supports Character data types.
Custom fields can only be flagged as Encrypt when they are initially created. Please contact your Temenos representative, or open a case on the Client Portal to encrypt an existing custom field.
Encrypted fields cannot be decrypted for reports, views, or exports. Please contact your Temenos representative, or open a case on the Client Portal to decrypt encrypted custom fields in reports, views, or exports.
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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. |
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.
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Calculated Fields are not able to be encrypted in the database. |
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.
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.