What is an Attribute Template?

An attribute template is a user-defined group of one or more attributes and values. Templates provide a quick and consistent way to assign multiple attribute values to grants. You can modify the attribute values provided by the template once the template has been applied to the grant. The template does not override any previously defined attribute values, but it will add values if none exist.

Attribute Value Effective Date Template

Additionally you can define and maintain an attribute value effective date template to quickly and consistently attach an effective date to an attribute value. These date values would then be available to build a list of grants, activity groups, or account categories for an attribute value in a specified range.

Without defining the Attribute Value Effective Date Template (MX06.1), the system will treat each attribute value as though it was in existence from the initial setup of the grant, activity group, or account category. You will not have the ability to retrieve data for specific attribute values that existed in the past for the grants, activity groups, or account categories.

You must run Attribute Effective Date Update (AC135) before attribute values that are based on an effective date will show up on reports and in attribute lists.