To add a profile to the File Import User Library

The File Import User Library is used to store field values that CitiDirect does not accept, which are contained in files to be imported.  Use this library to identify those field values and to specify the CitiDirect field value to which it should be mapped.  For example, in MTMS file formats, the branch code is an eight alphanumeric character field.  This field might have the value CITIBUCH to identify the Bucharest Citibank branch.  To import a file with this information into CitiDirect, you must translate "CITIBUCH" to the three character branch code "808," which CitiDirect accepts as the Bucharest branch.

  1. On the CitiDirect navigation bar, click Maintenance, and then click Library Maintenance.  The Library Maintenance Summary Form appears.  All libraries to which you are entitled are listed by service class.

  2. Select the File Import Map Management Rule Set library, and then click OK.  The File Import User Library Summary form appears.  Note:  To find the File Import Map Management Rule Set Library quickly, click Search.

  3. Click the Input Tab, and then click New.  The File Import User Library Detail form appears.  Note:  A red asterisk (*) indicates required fields.

  4. In the Map From field, enter a value in your import file that needs to be translated into a value acceptable to CitiDirect.  As described in the example above, you would enter 123.  Note:  You Create a separate profile for each value possible.

  5. In the Map To field, enter the value to which the value in the Map From field should be translated.  This is the value that CitiDirect will use when importing files.  As described in the example above, you would enter USD.

  6. In the Category field, enter a category that represents the type of data you are mapping.  As described in the example above, you could enter Currency.  Note:  It is important that the category name is meaningful and easily remembered because it will be listed in the Lookup Category list when a Lookup Rule is specified on the Criteria and Rule Set Builder.

  7. Click Submit to save and submit the library entry for validation.  The fields on the File Import User Library Detail form clear.  The library entry is moved to the next step in the process, and is not available for use until it is authorized if required by Flow Control requirements.

Notes: