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Lookups

About lookups

In the Tuum system, the lookups hold lists of enum values with their language-based explanations (translations). You can use them as default values present in the Tuum system or modify them to fit your custom needs.

For example, the list of valid customer documents is ID card, passport, and driver’s licence. Whenever a new customer document is entered, the Tuum system validates the entry against this list. You can remove some of the items like ID card from the list and amend the list with a new item like living permit, to make the list more relevant for your use case. After these changes, all the subsequent entries are validated against the updated list. Additionally, if you use that list in your graphical user interfaces for selection options in drop-downs, the updated list will be displayed there.

Definitions

Lookup group - The domain or module that uses the lookup. These values are pre-defined and cannot be edited. The groups you see depend on your subscription. For example, ACCOUNT, LOAN, CARD, EXTERNAL, etc.
Entity - Reference to the object of a group that the lookup is related to. For example, LOAN.APPLICATION - refers to the application object in the loan module.
Lookup type code - The code for the lookup type itself. It describes a property of the entity. For example, a lookup type code called STATUS in the entity LOAN.APPLICATION and the lookup group LOAN.
Lookup code - Values for the lookup type code. For example, lookup codes with values CREATED and PROCESSED for the STATUS lookup type code.

Manage lookups

Find lookups

To access lookup codes, go to Administration > Settings > Lookups.

From the content menu, you can access the groups and entities whose lookup codes you want to view.

The groups that are available to you depend on your Tuum subscription.

Edit lookups

Most of the lookup codes are non-editable, but there are some which are editable.

For the editable lookup codes, you can also update the translations, mark a particular code as default, and delete a code.

If you are creating new lookup types for the first time, you can only do so via the API endpoints. After this, you can manage the lookup codes via the BackOffice (New lookup types that you create are assigned the group code EXTERNAL).

Account group lookup codes

In this section, you will learn how to set up lookup codes for the account lookup group. In the following chapters we will explain how to add new lookup codes for:

Method assignment codes

To configure the method assignment codes:

Go to Administration > Settings > Lookups > ACCOUNTS.
From the content menu choose Account type interest method.

Customer groups

To configure the customer group settings:

Go to Administration > Settings > Lookups > ACCOUNTS.
From the content menu choose Pricelist.
For the Lookup type choose CUSTOMER_GROUP.

Loan group lookup codes

In this section, you will find information on how to set up loan group codes:

Solvency level

To configure the customer solvency level codes, go to:

Administration > Settings > Lookups > LOAN.
From the content menu choose Contract version.
For the Lookup type choose SOLVENCY_LEVEL.

Loan contract change reason

To configure the loan contract change reasons, go to:

Administration > Settings > Lookups > LOAN.
From the content menu choose Contract version.
For the Lookup type choose REASON.

Lookups user privileges

You need the following privileges to manage lookups:

MANAGE_LOOKUP
VIEW_LOOKUP_SETTINGS