To create a new advanced custom format

When creating a advanced custom format, you must specify details about the format as a whole, as well as information about repeating groups and individual fields that the format contains.

  1. On the CitiDirect navigation bar, click Maintenance, click Import Map Definition and then click Import Custom Format Advanced.  The Import Custom Format Advanced Summary Form appears.

  2. On the Input/Modify Tab click New.  The Import Custom Format Advanced Detail Form appears.  This form is split into a header section, and a two pane detail section.  Note:  Required fields are identified by a red asterisk ( * ).

  3. Select File in the Format Structure pane (left side).

  4. In the Format Name field, enter a unique name for the advanced custom format (maximum 35 characters).

  5. In the Format Description field, enter a description for this custom format (maximum 70 characters).

  6. In the Business Service field, click the drop-down arrow and select a business service from the list.

  7. In the Encoding Set field, click the drop-down arrow and select the encoding set of the file to be imported.

  8. The Multibyte field is cleared by default.  Select this check box if the format includes multibyte characters.

  9. To save any changes you have made, click Set Values.

  10. Click to Expand or Contract  Click here to view instructions for adding groups to an advanced file format

    1. Click Add Group. Group appears in the Format Structure pane (left side).

    2. Select Group. The Group Detail tab becomes active in the right pane.

    3. The Group Required check box is cleared by default.  Select this check box to indicate that this is a required group.

    4. In the Group Name field, enter a name for the group (maximum 35 characters).

    5. In the Group Description field, enter a description for the group (maximum 70 characters).

    6. The Min Count field defaults to 0.  The change the default, enter the minimum number of times this group of fields should appear.

    7. The Max Count field defaults to 0.  To change the default, enter a maximum number of times this group of fields may be repeated in the import file.  Note: A 0 indicates there is no maximum number of repetitions.

    8. In the Group Delimiter field, click the drop-down arrow and select a delimiter from the list.  Note: If the delimiter you need isn't in the list, enter the appropriate delimiter in the Define Delimiter field and click Add Group Delimiter.

    9. In the End of Group field, click the drop-down arrow and select a group from the list.  Note: If the group you need isn't in the list, enter the appropriate group in the Define End of Group field and click Add End of Group to populate the value to the End of Group drop-down list.

    10. Click Set Values to save the information you have entered.

  11. Click to Expand or Contract  Click here to view instruction for adding fields to an advanced file format

    1. Click Add Field. A new Field appears in the Format Structure pane (left side).

    2. Select Field. The Field Detail tab becomes active in the right pane.

    3. The Field Required check box is cleared by default.  Select this check box to indicate that this is a required field.  Note: For positional (fixed field length) formats, all fields must be required.

    4. In the Field Name field, enter a unique name for this field (maximum 35 characters).

    5. In the Field Description field, enter a description of the data that is contained in this field (maximum 70 characters).

    6. In the Value Type field, click the drop-down arrow and select "INTEGER," "STING," "STRING NUMERIC," "DECIMAL," or "DATE" from the list.

    7. If you selected "Decimal" or "Date" in the Value Type field, click the drop-down arrow in the Type Format field and select format for the data. Click the type to see more detailed information about the formats for: Date or Decimal.

    8. In the Field Delimiter field, click the drop-down arrow and select a delimiter from the list.  Note: If the delimiter you need isn't in the list, enter the appropriate delimiter in the Define Delimiter field and click Add Field Delimiter.

    9. The Minimum Length field defaults to 0.  To change the minimum length, enter a value in the field.  Note: This length must include a space for decimal points.

    10. The Maximum Length field defaults to 0.  You must enter a maximum length for the field being described.  Note: This length must include a space for decimal points.

    11. The Quote Character field defaults to NONE.  If you want to change the default, click the drop-down arrow and select a quote character from the list.

    12. The Escape Character field defaults to NONE.  If you want to change the default, click the drop-down arrow and select an escape character.

    13. If the field is tagged, enter the tag in the Start Tag field, and select the Tagged check box.

    14. If you would like to limit the acceptable data for this field, click on the Field Choice Tab in the right pane.

      1. In the Choice field, enter an acceptable data item.

      2. Click Add Choice. The choice you specified moves into the larger list box, and the choice field clears.

      3. Repeat steps i and ii until all acceptable choices are entered.

      4. Select a new item in the Format Structure pane to leave the Field Choice Tab.

    15. Click Set Values to save the details you have entered.

  12. Click Save to save the custom format with the name specified.  The Input/Modify Tab appears.  The new Custom Format is listed.

Notes: