Configuring User Criteria Mapping
User Criteria Mapping enables you to map the criteria values and reports to the corporate application users.
To map report criteria to a particular corporate customer user, follow the below steps:
On the home page of Sigma Studio, click Manage > User Criteria Mapping.
The User Criteria Mapping screen is displayed.
Click the Client search field on the top left side and select the corporate client, e.g. CUSONE – CUSONE.
Enter the user number in the USER_NO field, e.g. CUS169880000.
Select CANVAS as the Product Code from the Product Code drop-down list.
Select CANVAS as the Sub Product Code from the Sub Product Code drop-down list.
Select REPORTS as the Criteria Type from the Criteria Type drop-down list.
Click the Search Criteria Values field and select the reports from the Select Criteria Values drop-down list.
NOTE:
The Search Criteria Values field contains the reports that were mapped in the Client Package Mapping for that specific customer, (i.e. CUSONE - CUSONE).
For more details, refer /wiki/spaces/S2/pages/2973919076.
Click Save to save the user criteria mapping for reports.
A confirmation message, indicating the successful creation of the user criteria mapping is displayed.
Click ok to close the window.
NOTE:
Once the reports are mapped to that particular client, specify the criteria for the user.
To Map the criteria values to the user, follow the below steps:
On the home page of Sigma Studio, click Manage > User Criteria Mapping.
The User Criteria Mapping screen is displayed.
Click the Client search field on the top left side and select the corporate client, e.g. CUSONE – CUSONE.
Enter the user number in the USER_NO field, e.g. CUS169880000.
Select the Product Code from the Product Code drop-down list, e.g. NEW.
Select the Sub Product Code from the Sub Product Code drop-down list, e.g. NEW.
Select the Criteria Type from the Criteria Type drop-down list, e.g. NEW.
For more details, refer /wiki/spaces/S2/pages/2973923670 and /wiki/spaces/S2/pages/2973924023.
Click the Search Criteria Values field and select the criteria values from the Select Criteria Values drop-down list.
NOTE:
The Search Criteria Values field contains the values that are mapped for that client and criteria in the Client Criteria Mapping, (i.e. CUSONE_ONE).
On the User Criteria Mapping screen, while editing the mapped client criteria values, the data values of the Key Column (e.g. BENE_ACC_NO) for the selected Criteria Type (e.g. NEW) will get displayed, as shown in the following screen shot:
To view the data values of the Display Columns (e.g. BENE_ACC_NO, BENE_NAME, PAYMENT_TYPE, BRANCH_NAME) for the selected Criteria Type (NEW), click the Show Description option.
