Temenos Lifecycle Management Suite - Origination Product Guide
Field Configurations
Administrator Guide > Field Configurations

Field Configurations allow system administrators to maintain System Lookup values that are used throughout Temenos Infinity to provide a drop-down of options for specific fields.

The Field Configurations page can be accessed from System Management > Origination > Field Configurations. This page displays all system lookups for Temenos Infinity's loan and account origination modules as well as provides the ability to edit lookup values. 

System Lookups

The System Lookups tab displays a list of all fields that contain lookup values. Each field in this list is hard-coded to contain lookups.

Each lookup list falls into one of the following categories:
  • System Defined - contains all system defined values and cannot be edited by the administrator.
  • System and User Defined - contains some system defined values, but additional values can be added and maintained by the administrator.
  • User Defined - contains only user defined values which must be added and maintained by the administrator.

 This tab displays information about each lookup within the following columns:

Column Name Description
Field Name The name of the field in the database.
Field Label The user-friendly label of the field.

From this tab, system administrators are provided with the ability to edit lookup values by selecting  within the top of the tab.

ShowEditing a Field Configuration

To edit or view a System Lookup, double-click the desired lookup, or select a row and click  to open the System Values window.

Adding Values

If the Lookup contains user defined values, additional items can be added to the table by clicking . 

Lookups containing only system defined values cannot be edited; therefore, the System Values window is read-only and the following message is received to alert that new values cannot be created.

Once  is clicked, a blank line is added to the bottom of the list. Click within a field to edit an existing Value or Description.

If adding several values to a list, click  after each entry to retain the information.

Once all values have been added, click  to retain the data and close the window.

Ordering Values

To assign a display order to the values within a Lookup, enter a numerical value of zero (0) or greater in the desired ascending order under the List Order column.

By default, the List Order column appears blank in the System Values window, and lookup values are listed alphabetically within an application.
Only numerical values can be entered within the List Order field. Additionally, an error is received upon saving a lookup field if the same number is entered in the List Order column more than once, or if a number is not defined for each lookup value.

In the example below, the following list order is assigned to the lookup values for the Address Type lookup in Field Configurations:

This results in the values appearing in numerical order within the Address Type drop-down in an application:

Once all values have been ordered, click  to retain the data and close the window.

Deleting Values

If the Lookup contains user defined values, items can be deleted from the table by clicking on the value or selecting the check box beside the value and clicking .

Lookups containing only system defined values cannot be edited; therefore, the System Values window is read-only and a message is received to alert that values cannot be deleted.

Once  is clicked, a message is received confirming the deletion.

Multiple values can be deleted at a time by selecting the check boxes beside the desired values.

Once values have been deleted, click  to retain the data and close the window.

ShowAvailable Field Configuration List

Field Name System Defined Items Edit System Defined Items Delete System Defined Items Add Additional Items Delete Non-System Defined Items

ACCOUNT_PRODUCT_FEE_CODE

The values configured for this lookup, populate for the Application > Account Products > Fees > Fee Type field, and are available to select within the Name column in the Account Product Fees panel.

Within the IMM Fee Name column, enter an abbreviation of the fee name to be included in the IMM tag that maps the Application > Account Products > Fees > Fee Type field to the tag in the IMM document.

While this lookup can be saved with a blank value for the IMM Fee Name, the IMM Fee Name is required for each fee, and MUST be configured for each ACCOUNT_PRODUCT_FEE_CODE lookup value. Additionally, the value of the IMM Fee Name cannot exceed 10 characters, though the column does permit more than 10 to be entered.
X X
ACCOUNT_PRODUCT_FUNDING_STATUS X
ACH_ACCOUNT_TYPE X X X X
ADDRESS_CATEGORY X X X
ADDRESS_CLASSIFICATION X
ADDRESS_STATUS_TYPE X
ADDRESS_TYPE X X X
ADDRESS_VARIANCE X
ADDITIONAL_PAYMENT_FREQUENCY X
ADVERSE_ACTION X X X
AGGREGATE X X X
APPLICANT_CROSS_SELL_RESPONSE X X

X

Soft delete.
APPLICANT_MARITAL_STATUS X
APPLICANT_RELATIONSHIP_TYPE X
APPLICATION_DECISION X
APPLICATION_SOURCE X
APPLICATION_STAGE X X
APPLICATION_STATUS X X X
APPLICATION_TYPE X
APPLIES_TO X
APPROVAL_TOLERANCE_TYPE X
APPROVE_AMOUNT_CHANGE_REASON X X X
ASSESSMENT_FREQUENCY X X X X
ASSET_ECOA_CODE X

ASSET_OWNERSHIP_TYPE

Since the values configured for this lookup populate for the Asset Ownership Type field in the Assets screen, if no values are configured for the ASSET_OWNERSHIP_TYPE lookup, the Asset Ownership Type field displays a blank drop-down list and assets are unable to be mapped to an account type from the Assets screen.

The Allow For Funding column is used to restrict the account types that are available to fund an account product. When one of the following values are entered within the Allow for Funding column, the account type does not appear in the Deposit Account drop-down for Internal Transfer funding records:

  • N
  • NO
  • FALSE
  • 0

While it is optional to configure values for this lookup, if the ASSET_OWNERSHIP_TYPE lookup is left blank, or the correct value is not entered within the Allow For Funding column, the account types are available to fund an account product.
X X X

ASSET_TYPE

The ASSET_TYPE lookup includes additional columns, which provide the ability to determine if an asset is available to link to a specific collateral record on a loan, or can be used used to schedule a transfer funds to an account product.

If it is desired to use an asset type for a collateral or scheduled transfer, enter Yes within the desired Available For column; otherwise, leave the column blank. 

One of the following values can be entered within the column to ensure that an asset type is available for a collateral or scheduled transfer:

  • YES
  • Y
  • yes
  • Yes
X X X X
AUDIT_LOG X
BALANCE_CONSOLIDATION_STATUS X
BALLOON_PAYMENT_TYPE X
BANKRUPTCY_TYPE X
BATCH_DISBURSEMENT_STATUS X
BATCH_DISBURSEMENT_TYPE X
BILLING_CYCLE X X X
CARD_DESIGN_TYPE X X
CB__FRAUD_CODE X
CB_INCOME_FREQUENCY X
CB_PAYMENT_FREQUENCY X
CB_RETURN_CODE X
CB_SOURCE X
CHANGE_OF_CIRCUMSTANCE_REASON X
CHECK_DESIGN X X
COLLATERAL_APPRAISAL_TYPE X X X X
COLLATERAL_CODE X X
COMMENT_CLASSIFICATION X X X X
COMMENT_TYPE X X
CONSUMER_STATEMENT-TYPE X
CONTACT_METHOD X X X X
CONTRIBUTION_CODE X X X X
COUNTEROFFER_STATUS X

COUNTRY_CODE

The System Value window of this lookup contains columns for Value, Description, Country_Alpha_3, Country_Numeric, Country_ISO_4217_ Alpha_3, and Country_ISO_4217_ Numeric. The Value is the International Organization for Standardization (ISO) two-letter country code, and is the default code used for the Country field in a Temenos application. Country_Alpha_3 and Country_Numeric represent the ISO standard three-letter country code, and ISO number code, respectively. The Country_ISO_4217_ Alpha_3 and Country_ISO_4217_ Numeric columns represent the alpha and numeric currency code defined by the ISO for each country.

There are certain countries that have two currency codes listed with the ISO. If a country has two currency codes, the first one on record with the ISO is populated in the COUNTRY_CODE lookup.
Kosovo is no longer recognized by the ISO; therefore, a value does not appear under the Alpha and Numeric columns for the Kosovo lookup value.
X
COUNTY_CODE X
COURTESY_OPT_IN X X
COVENANT_DURATION X X
CREDIT_CARD_PROMOTION X X
CREDIT_CARD_TYPE X X
CROSSELL_REASON X X X X
DATE_RANGE X
DEBT_PROTECTION_COVERAGE_TYPE X
DEBT_PROTECTION_DECLINE_REASON X
DEBTPROTECTION_ACCOUNTCLASS X
DEROGATORY_INDICATOR X
DOC_PRINT_COPIES X
DOCUMENT_CLASSIFICATION X X
DOCUMENT_DELIVERY_METHOD X X
DOCUMENT_SCAN_STATUS X X
DOCUMENT_SET
This list is defined in Document Processing. Please contact Temenos to create/update list.

The Provider column is a read-only column, which identifies the third party document processing provider to which the document set applies.

 

If archiving documents to IMM, the Coversheet column provides the ability to determine the document set used as the coversheet during the archival process. In this column, enter a value of "1" within the row for the desired document set.

Only one document set can be assigned as the Coversheet, and a value of "1" must be entered in the Coversheet column for that lookup value. If more than one document set is listed as the Coversheet, or a value other than "1" is entered in the Coversheet column, an error is received upon saving the lookup.
X X
DOCUSIGN_DOCUMENT_TEMPLATE X
DOCUSIGN_ENVELOPE_STATUS X
DOCUSIGN_RECIPIENT_ACTION X
DOCUSIGN_SECURITY_TYPE X
DOCUSIGN_SIGNING ROLE X X X X
DOC_STAMPS_PROGRAM
If configured with a non-numeric value, the system handles the value as a 0 when calculating.
X X X X X
DWS_DOCUMENT_HEADER X X X
DWS_DOCUMENT_LANGUAGE X X X
DWS_DOCUMENT_LOGO X X X
DWS_DOCUMENT_STATUS X
ECM_CREDIT_CARD_TYPE X
ECOA_CODE X
EMPLOYER_STATUS X X X
EQUIFAX_SUBSCRIBER_CODE X X
EQX_ACRO_VERSION X
ESTATEMENT_OPT_IN X
EVENT_COLLECTION_CHANGE_TYPE X
EXP_ERROR_CODE X
EXPENSE_TYPE X
EXPERIAN_SUBSCRIBER_CODE X X
FACTOR_PARTIAL_TYPE X

FEE_CODE

 X X X
FEE-PAID_BY X
FONT_SIZE X
FRAUD_NOTICE X
FUNDING_TYPE X
HOST_MESSAGE_TYPE X
ID_TYPE X X X
INCOME_FREQUENCY X
INCOME_SOURCE X X X X
INDIRECT_CONTRACT_STATUS X X X
INDIRECT_PRODUCT_TYPE
INDUSTRY_CODE X X X
INSURANCE_DOCUMENT_TYPE X X
INSURANCE_POLICY_PEROID_FREQUENCY X
INSURANCE_TYPE X X
INTEREST_RATE_CHANGE_REASON X X X
INTEREST_TYPE X
IP_REGION_TYPE X
KBB_MARKET_VALUE X
LENDING_COLLATERAL_TYPE X X X
LENDING_LOAN_TYPE X
LENDING_SEGMENTATION_CODE X X
LIEN_TYPE X X X
LOAN_PROGRAM X
MAILER_TYPE X X
MAX_DELINQUENCY_STATUS X
MAX_LOAN_CROSSSEL_AMOUNT_CHANGE_REASON X X X
MILITARY_BORROWER_STATUS x
MISC_INFO_TYPE X
NADA_MARKET_VALUE X
NEW_MEMBERSHIP_STATUS X X
NON_BUSINESS_DAYS X X

ONLINE_SECURITY_QUESTIONS

This lookup is only available when Virtual Capture is active for an institution.
X X X X
OFAC_SEARCH X
OPERATOR_STATUS X
ORDER_STATUS X X
ORDER_TYPE X X
OSI_MESSAGE_CODE X
OTHER_OWNER_TYPE X X
PANEL_IS_CUSTOMER_CRITERIA X
PAYMENT_FREQUENCY X

PAYMENT_METHOD

While this lookup does support the ability to remove system-defined items, the ACH lookup value cannot be deleted.
X X X X X
PAYMENT_TYPE X
PHONE_TYPE X X X X X
PRECISEID_ANSWER_RESULT X
PRECISEID_DECISION_CD X
PRECISEID_EXCLUSION_SCORE X
PRECISEID_FRAUDTYPE_CD X
PRECISEID_QUESTION_TYPE X
PRECISEID_RESPONSE_CD X
PRECISEID_SCORING_OPTION X
PRECISEID_TYPE X

PREMIER_ATTRIBUTES

This lookup includes values used for Experian's Premier Attributes service.
X
PRIMARY_RELATIONSHIP X X X
PRODUCT_CODE X

PRODUCT_FUNDING_TYPE

The Automatically Process Funding column can be used to determine whether a funding record requires processing. Set the value to ‘0’ to identify that the funding record must be processed during disbursement. Set the value to ‘1’ to identify that the funding type does not need to be processed in order to disburse the application. By default, Cash and Check are the only values set to 1.

Since Cash and Check transactions are not processed by the core, setting Automatically Process Funding to '0' for the Cash or Check lookup values results in the funding records displaying a permanent status of Pending in an application. While this does not affect the application process, it is recommended to maintain a value of '1' within the Automatically Process Funding column for the Cash and Check lookup values.
X
PROGRAM_STATUS_CODE X
PUBLIC_RECORD X
PURPOSE_CODE X X
RATE_CHANGE_FREQUENCY X
RATING_BRANCH X X
RATIO X X X
RE_RESIDENCE X X X
REAL-ESTATE_LIEN_TYPE X X X X
REAL_ESTATE_PRODUCT_TYPE X X
REAL_ESTATE_TYPE X
REALEC_ORDER_STATUS X X X X
RECOMMENDATION X
RECURRING_FEE_CODE X X
REFERENCE_TYPE X X X X X
REJECT_REASON X X X
RELATIONSHIP_TO_APPLICANT X X X X X
REMARK_CODES X
RENEWAL_PERIOD X X
REQUESTED_TERM X X
RESIDENCY_STATUS X X X X
RESTRICTION_CODES X X X X X
SETTLEMENT_AGENCY X
SKIP_PAYMENT_TYPE
SOLVE_FOR_METHOD X
SSN_VARIANCE X
STATE_CODE X
STATEMENT_CYCLE X X
STIPULATION_CODE X X
STOCK_COLLATERAL_TYPE X X X X X
SYSTEMWARE_STATUS X
TRADE_CATEGORY X
TRADE_CLOSED X
TRADE_CONDITION X
TRADE_INDUSTRY X
TRADE_STATUS X
TRADE_TYPE X
TRANSFER_FREQUENCY X X X
TRANSFER_TYPE X
TRANSUNION_SUBSCRIBER_CODE X X
UDAP_OVERDRAFT_FEE_OPTION X

UPLOAD_FILE_TYPES

If a file extension has multiple MIME Types, they can be listed in a comma-separated list within the MIME Type field. MIME Types for file extensions can be found online using a Google search.
X

X

While the Descriptions cannot be edited, the Virtual Capture Enabled status can be edited.
X X
VALIDATION_FREQUENCY X X X X
VAR_PAYMENT_DATE_TYPE X X
VAR_PAYMENT_DAYOFMONTH X X
VAR_PAYMENT_TYPE X X X X X
VEHICLE_CONDITION X
VEHICLE_MARKET_VALUE X
VEHICLE_STATUS X
VEHICLE_TYPE X
VENDOR_APP_ACCESS_TYPE X X
VENDOR_FEE_TYPE X
VENDOR_MARKET X X
VENDOR_SCORE_TYPE X X X
VENDOR_STATUS X
VENDOR_TYPE X X X
W9_OPTIONS X X X X

WITHDRAW_REASON

The Adverse Action column can be used to determine which applications in a Withdrawn status are included in an Adverse Action export, based on the withdraw reason selected in the application. This column accepts one of the following values:

  • 1
  • Y
  • Yes
X X
WORKFLOW_CATEGORY X
                 

 

 

©2022 Temenos Headquarters SA - all rights reserved.

Send Feedback