Page tree
Skip to end of metadata
Go to start of metadata

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.

Person Fields

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

  • Age - used to indicate a person's age. Enter a birth date in YYYY-MM-DD format and age in completed years automatically calculated and appears at the right. 
  • Pattern - used to define allowed character set, e.g. phone number format or national ID length. For example, national ID can't be longer than ten characters and must contain only digits. In this case, your REGEX pattern will look like \d{10} where \d means digit and 10 is a precise length.

    The pattern must be written by technical specialists because it requires some programming understanding. Validation is performed using regular expressions. Check RegExr cheatsheet to learn more. 

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 the 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.

You can add as many as you want custom fields in the same manner.

  • No labels