On the Import Map Detail Form, click Add Rule Set. The Criteria and Rule Set Builder dialog box appears. Based on the format specified on the Import Map Detail Form, the data elements in the Import File Structure list box vary. Note: Required fields are identified by a red asterisk ( * ).
In the Rule Set Name field, enter a unique name for the Rule Set (maximum 25 characters).
In the Region field, click the drop-down arrow and select the appropriate region for the transaction types in the file you are importing.
In the Transaction Type field, click the Library Look-Up button and select a transaction type. The list of available transaction types varies based on the region selected. Once a transaction type is selected, the appropriate data elements appear in the CitiDirect Element list box.
In the Rule Set Description field, enter a description of the Rule Set (maximum 50 characters).
Any data element in the CitiDirect Element list box preceded by a red asterisk (*) is a required CitiDirect field. You must specify a default value or map a data element from the source file for all required fields. Click on one of the following items for instructions.
When you are done setting up the mappings, rules and criteria, click Add to save the Rule Set with the description specified. The Rule Set is saved and you are returned to the Import Map Detail Form.
Notes:
To return to the Import Map Detail Form at any time while you are creating a new Rule Set click Cancel. A Confirmation dialog box appears.
Click Yes to save the Rule Set.
Click No to return to the detail form without saving changes.