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Add Field Groups

You can add field groups

To add error codesTo add a field group:

  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. Specify the severity for this error.
    Options include:
    –  Critical. (Default). This option blocks the use of the flagged field in the security composite; the field must be corrected.
    –  Warning. This option allows the use of the flagged field in the security composite; the error is considered informational.
  6. In the Description text box, enter a description of the error.
  7. In the Business Description text box, optionally enter a business description of the error.
  8. In the Resolution text box, enter a suggested resolution for the error.
  9. Click Save & Close.
    You see the refreshed list of all the available error codes.Optionally, enter a Description of the field group.
  10. Click the Data Type drop-down  and select a data type from the list. Options include:
    Security
    Analytics
    Ratings
    Variable Rates
    Third Party Cash Flows
    Prepayment Time Series
    Issuer
    Issuer Analytics
    Issuer Ratings
    Relationships
    Roles
    Price
  11. 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.
  12. Optionally, click All fields added to this field group must remain together to keep all fields together.
  13. Click Next.
    You see the Fields tab.
  14. Click the Select Fields drop-down, and check the fields that you want to include in the field group.
  15. Click Next.
    You see the Data Strategy tab.
  16. Click the Select Data Strategies drop-down and select data strategy that you want to apply.
  17. Click Save & Close.

Edit Field Groups

You can edit a field group from the

To add a field group:

  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. Select the field group you want to edit and