Adding new destination table

Add a new destination table as follows:

  1. Click Add. The Add a Destination Table screen is displayed in the right panel.
  2. Provide the technical name for the new table to be created, for example, BANK_DETAILS.
  3. In the Friendly Table Name field, add an easy to understand and properly formatted name for this table. This field will be displayed in Infor Risk & Compliance and will be how users view this table.
  4. Objects may be classified as Master data or Transactions data objects. This is a mandatory field and new destination objects must be sorted into one of these categories
  5. Click Save to save the new table and to continue editing the rest of the table attributes.

    You will see a message at the bottom right of the screen confirming that the new destination table has been added. Once you save the new destination table, you will see a list of pre-defined columns for the table as well as some automatically referenced tables.

  6. Select the module associations that the table will be associated with. A module is a logical grouping of Insight objects such as Accounts Payable, Accounts Receivable.
  7. Source variant-To add a source variant, click Settings. The Manage Source Variants window is displayed. Click New or right-click to add a new source variant. In the Variant description, specify the name of the destination table and the source variant number. For example, if for the table BILLING_LINE_ORG_UNIT you want to add source

    variants, then you should enter BILLING_LINE_ORG_UNIT_1 and BILLING_LINE_ORG_UNIT_2. When you do this, then on the Mappings tab, the table will be displayed as in the example below, indicating that data for it is fetched from 2 sets of source tables:

  8. From the drop-down list, select the column name by which this object can be searched on the Global Search page of the Infor Risk & Compliance application. The selected column name will appear as a link on the Global Search page.
  9. Provide a description for the column selected in the Global Search Name field. This description also appears on the Global Search page of the Infor Risk & Compliance application.
  10. Select a Category.
  11. If you select the option as Transaction, you must select a Parent table name and the Date Scope Column from the drop-down list. If in the Parent Table field you select self, then a Date Scope field appears. Select a date range for scoping data. All the child tables that point to the selected parent will use the selected date field for scoping data
  12. Select the table settings that you require. These settings control how Infor Risk & Compliance will work with the table in terms of extraction, analysis and rule building capabilities. Select the check box next to the required  setting  to select that setting.
  13. Save the table by clicking Save on the tool bar. Once the table is saved, you can view the columns for the new table.
    Note: When you delete a table that is referenced by other tables, all references will also be deleted.