Create lookup codes

For information on generic terms and functions of lookups in the Tuum system, please refer to the Lookups chapter.

Before creating a person profile, you can set up lookup codes for parameters such as education, employment type, marital status, and others.

To manage these lookup codes, follow these steps:

  1. Go to Administration > Settings > Lookups.

  2. In the content menu, you’ll see a list of modules based on your subscription. Under the PERSON module, lookup options are available for address, document, financial data, personal information, and relationships.

  1. Select the lookup type from the drop-down menu.

  2. Click the add icon to create new lookup codes. The example below shows the PERSON > FINANCIAL DATA page.

  1. The Create new lookup modal opens.

  2. Enter the lookup code and add the translations.

  3. Click Create to save the new lookup.

Lookup codes must be added on the PERSON module lookup page, as this is a mandatory field when creating a person record. Other parameters are optional.

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