The privileges that you need depend on the module for which you want to create custom fields.
If custom fields are available for the business entity, you can view and edit the values that have been entered.
For example, let us take a look at loan applications. To search loan applications, click Loan > Search > Applications. Select the loan application for which you want to manage the custom fields.
The following screenshot shows a loan application page:
Click Open modal to view the custom fields. The Application custom fields window opens which shows any existing values for custom fields.
Consider that we want to enter custom field values for a particular loan application. After selecting the loan application, we will add the values.
To add values for custom fields, follow these steps:
On the loan application details page, click Open modal.
On the Application custom fields window that opens, click Add new.
To add more fields, click the plus icon again. Enter the values for the fields and click Submit.
Click the plus icon next to the field set for which you want to add fields. Select the field from the drop-down menu.
You can use custom fields to create additional parameters that do not exist in the Tuum system according to your business requirements. For example, additional fields for account details or KYC information.
The following Tuum modules support custom fields:
Loan
Risk
Person
Card
Account
Payment
Deposit
Collateral
Entities refer to the business entity for which you add the custom fields. For example, LOAN.APPLICATION, ACCOUNT.ACCOUNT_APPLICATION.
Field sets are the sets for which you can define and group the custom fields. For example, adding a field set for credit risk scoring data for loan applications.
Fields are the custom fields for a particular field set. For example, adding a field for internal credit ratings in the credit risk scoring field set for loan applications.
Activity refers to the business activity for which the custom fields can be used. For example, using custom fields to make manual decisions on a loan application.
To access the custom fields page, go to Administration > Settings > Custom fields. The content menu shows the available entities according to your Tuum configuration.
First you need to create field sets. Then you can create fields for the field sets.
To create a new field set, click Add field set and enter the following parameters:
Field set ID - Enter a unique ID.
Field set name - Enter a name for the field set.
Click Create and the field set is added to the page.
The following screenshot shows an example of the Create field set window:
In this example, we have created a field set for KYC data fields.
To create a new field to a field set, click Add field. Enter the following details:
Field ID*
Text
Enter a unique code for the field.
Name*
Text
Enter a name for the field.
Field set ID*
This is a non-editable field. The value is filled according to the field set for which you are creating a new field. Note that you can modify the Field set ID once it is created.
Value type*
List
Select the data type for the field from the drop-down menu.
Lookup entity*
List
Select the related lookup entity from the list. Note this field is only available if the Value type = Lookup.
Lookup type*
List
Choose the lookup type from the list. Note this field is only available if the Value type = Lookup.
Filter property
List
Note this field is available only for some entities. For example the Person entity. Select the property that allows to identify when the custom field is displayed.
Filter value
List
Note this field is available only for some entities. For example the Person entity. Select the value for the property filter. This way you can set up the conditions when the custom field is availble.
Read from entity
List
You can select an entity from which the field's value can be automatically filled.
Read from field
List
This parameter is mandatory if you select a value for the Read from entity parameter.
The drop-down menu lists the fields according to the entity you have selected. Note that the data type must be the same as the field from which you want to copy the values.
Activity
List
Select a business activity for which the field is used. This does not restrict the use of the fields and these can also be used elsewhere.
Unique, Required, Active
Checkbox
Unique means that the value of the custom field must be unique.
Required means that the field is a mandatory field. If you select this option, a value must be entered for the custom field.
Active means that the field will be used for the entity. If do not select this option, the field will not be applicable.
The following screenshot shows an example of the Create field window:
Now the field is created and applicable for the entity. In this case, it means that the fields we have created will be part of the loan application parameters and customers can fill in the values. You can also manually enter values for these fields.
After the field set is created, you can edit the field set name by clicking the edit icon. Next, you need to add fields to the field set.
In this example, we have created a field for the person name having a virtual account. To edit the field details, click the edit icon.
