The import utility facilitates the automatic creation of items and groups from an Excel spreadsheet. The utility is available at the top of the Item Definition tab of the KYC Type rule form through the Import button.

There are two conditions that should be met to have the button enabled:

• The KYC Type rule should be ready for edition, either because it belongs to a ruleset that does not require check-out or because it was already checked out.
• The KYC Type rule should not have been checked out for private edit. The rules should be copied over into an open application ruleset or branch and checked out from there.

When a user clicks on the button, the system opens the following modal dialogue:

The following three actions that can be taken in the modal dialogue:

Download template

The import utility uses a pre-defined Excel spreadsheet template to be downloaded and filled. As there can be minor changes in the template across product versions, downloading the latest version of the template before initiating any new import process is highly recommended.

Download importing logic guide

Although the Excel spreadsheet template already provides a lot of information about how the data should be structured for the import utility, there are many conventions that should be followed and documents in this guide that are available for download. You must take the time to go through the guide to discover all the capabilities of the utility.

Select file

Once you have downloaded and filled the template as per your needs, you can select the file and click the Next button to start the process.

The next step in the process is the validation of the data uploaded through the workbook. The system performs some basic validation to ensure that all the items in the spreadsheet are properly configured. If any item does not have a correct configuration, it is flagged out to the user, who needs to amend the workbook and upload it again.

After all the items that are going to created have been reviewed, the process can be initiated by clicking on the Import button. Once the process is completed, the system presents the following confirmation message.

• Item definition