Custom Fields is a constructor allowing the definition of standard fields to be tracked by the system. Because financial institutions all have different requirements in terms of fields to capture, OpenCBS offers a very flexible way to capture the type of information required.
Custom fields can be added to four sections:
- Person fields
- Company fields
- Group fields
- Loan application fields
All four sections behave in the same way. Please see below the guidance for Person Fields section.
To edit the person fields, click on the Person Fields button to go to the details. The name of the section can be changed by clicking on the pen icon at the upper right corner of the field.
To edit fields: First name, Last name, Birth date click on the arrow icon at the upper right corner of the field.
After that, click the Save button to save the new entry or Cancel to quit without changes.
To add a field to the details section, click on + Add field button.
Fill up the Field Caption field.
Select Field Type value from the dropdown list:
Text – used for short text on one single line
Textarea – creates a text box used for longer texts of a few lines
List – used for predefined data
Number – used for numbers
Date – used for dates
Lookup – used for data from system configuration menus such as locations, loan purposes, professions, payees, business sectors, people, companies
Check the below boxes if required:
- Has a unique value - means that the system will refuse the input of the exact same value again for another person. It can be used to avoid duplication of entries and force the system to refuse the entry of, for instance, the same ID number for two different persons.
- Required field - makes the input of the field mandatory and reminds user by adding a red star to the left of the field name.
Once changes are made, click Save to save them or Cancel to discard.
To add a section to the person field, click on the + Add section button.
Fill the field Title, click mark icon (save) to save or cross icon (cancel) to discard.