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  1. From the Setup workspace, click Field Groups in the left navigation.
    You see the Field Groups workspace with the current list of field groups.
  2. Click Create New.
    You see the Create New Field Group dialog box with the Define tab highlighted.
  3. In the ID field, enter a unique identifier.
  4. Enter a Name for the field group.
  5. Optionally, enter a Description of the field group.
  6. 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
  7. 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.
  8. Optionally, click All fields added to this field group must remain together to keep all fields together.
  9. Click Next.
    You see the Fields tab.
  10. Click the Select Fields drop-down, and check the fields that you want to include in the field group.
  11. Click Next.
    You see the Data Strategy tab.
  12. Click the Select Data Strategies drop-down and select data strategy that you want to apply.
  13. Click Save & Close.

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