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- From the Setup workspace, click Field Groups in the left navigation.
You see the Field Groups workspace with the current list of field groups. - Click Create New.
You see the Create New Field Group dialog box with the Define tab highlighted. - In the ID field, enter a unique identifier.
- Enter a Name for the field group.
- Optionally, enter a Description of the field group.
- Click the Data Type drop-down and select a data type from the list. Options include:
Security– Security
Analytics– Analytics
Ratings– Ratings
Variable – Variable Rates
Third – Third Party Cash FlowsFlow
Prepayment – Prepayment Time Series
Issuer– Issuer
Issuer – Issuer Analytics
Issuer Ratings– Issuer Ratings
Relationships– Relationships
Roles– Roles
Price - Click the Ownership/Management drop down, and select the business group that will have the ability to manage data for the data strategy from the drop-down list.
- Optionally, click All fields added to this field group must remain together to keep all fields together.
- Click Next.
You see the Fields tab. - Click the Select Fields drop-down, and check the fields that you want to include in the field group.
- Click Next.
You see the Data Strategy tab. - Click the Select Data Strategies drop-down and select data strategy that you want to apply.
- Click Save & Close.
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