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In the setup workspace you can create, edit, duplicate and delete code translations. For a specific code, you can view code translations from the Codes/Code Values Grid tab.

Code Translation allows for disparate information from different sources to be stored as standardized values, that is, each incoming value is translated into a new value.

For example, different sources may provide the same information using different standards. The incoming field for Security Type may contain different values depending upon the source that provides the data. Source A may provide the Security Type data using values such as 01, 02, and 03 in which 01 refers to Preferred Stock, 02 refers to Common Stock and 03 refers to Rights. Source B may provide the security type data using values such as PS, CS and RT, in which PS also refers to Preferred Stock, CS also, refers to Common Stock and RT also refers to Rights. The goal here is to standardize these incoming values, regardless of the source. In the following  example, the decision has been made to translate all values of Security Type into values such as PS, CS and RT (longer translations, such as ― Preferred Stock were not used because these translations cannot contain more than 20 characters). If the source already provides the Security Type values in this format, then no translation is required for that source.

On this page:

Table of Contents
indent2 px


From source: Source A

To source: Source B

Security Type - Short DescriptionSecurity Type - Long DescriptionSecurity Type - Short DescriptionSecurity Type - Long Description
01Preferred StockPSPreferred Stock
02Common StockCSCommon Stock
03RightsRTRights
04WarrantsWTWarrants
05Corporate BondsCBCorporate Bonds

Create Code Translations

In the Create New Code Translation window, you can create new code translation.

To create a new code translation:

  1. In the Setup worksapce, in the left navigation, select Setup > Metadata > Codes.
    You see the Codes workspace with the list of available code translations. By default, the Codes workspace opens with the Code/Code Values tab.
  2. Click the Code Translation tab and then click Create New on the Home tab.
    You see the Create New Code Translation window.
  3. Under Select value to translate from section, select the associated code and source for the code values you need to translate from.
    • Click the Code list to select the code associated with the code value.
    • Click the Source list to select the source mapped to the code value.
    • Click View By list to view the code values by short or long description.
      Based on the selected criteria, you see the code values display in the below grid.
  4. Under Select value to translate to section, select the associated code and source for the code values you need to translate to.
    • Click the Code list to select the code associated with the code value.
    • Click the Source list to select the source mapped to the code value.
    • Click View By list to view the code values by short or long description.
      Based on the selected criteria, you see the code values display in the below grid.
  5. From the two list boxes, select a code value to translate From and a code value to translate To and click Add Translation.
    You see the added code translation display in the Defined Translation box.
  6. Repeat the process to add more code translation, as required.
  7. In Defined Translation box, to remove a translation, select the translation and click the Delete icon next to it.
    You see the code translation is removed from the Defined Translation box.
  8. To create a reverse translation, select the Reverse checkbox next to the code translation.
    You see a new reverse code translation added to the Defined Translation box with the Reverse Translated type.
  9. Click Save.
    You see the new code translation displayed in the list of code translations.

Edit Code Translations

In the Codes workspace, you can modify the existing code translation.

To edit a code translation:

  1. From the left navigation, select Setup > Metadata > Codes.
    You see the Codes workspace with the list of available code translations. By default, the Codes workspace opens with the Code/Code Values tab.
  2. Under Code Translation tab, select the code translation you want to edit and then click Edit on the Home tab.
    You see the Edit Code Translation window.
  3. Update the fields following the steps outlined in Create a Code Translation section.
  4. Click Save to save the changes.
    You see the revised code translation displayed in the list of code translations.

Duplicate Code Translations

In the Codes workspace, you can duplicate a code translation.

To duplicate a code translation:

  1. From the left navigation, select Setup > Metadata > Codes.
    You see the Codes workspace with the list of available code translations. By default, the Codes workspace opens with the Code/Code Values tab.
  2. Under Code Translation tab, select the code translation you want to duplicate and then click Duplicate on the Home tab.
    You see the Duplicate Code Translation window.
  3. Update the fields following the steps outlined in Create Code Translation.
  4. Click Save to save the changes.
    You see the duplicate code translation displayed in the list of code translations.

Delete Code Translations

In the Codes workspace, you can delete a code translation.

To delete a code translation:

  1. From the left navigation, select Setup > Metadata > Codes.
    You see the Codes workspace with the list of available code translations. By default, the Codes workspace opens with the Code/Code Values tab.
  2. Under Code Translation tab, select the code translation you want to delete and then click Delete on the Home tab.
    You see the Delete Code Transaction(s) window asking you to confirm deletion.
  3. Click OK.
    You see the code translation is deleted from the list of code translations.