To add a profile to the Clause Text Library

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

  2. Select the Clause Text library, and then click OK.  The Clause Text Summary Form appears.  Note:  To find the  Clause Text Library quickly, click Search.

  3. Click the Input Tab, and then click New.  The Clause Text Detail Form appears.  Note:  A red asterisk ( * ) indicates required fields.

  4. In the Clause Type/Description field, click the Library Look-Up button and select the clause type for the product class this clause text will be used.  The Product Class and Product Class Description fields are automatically populated.

  5. In the Service Type Description field, click the Library Look-Up button and select the service type for which you are defining the clause text.  The available service types are based on the clause type you selected.

  6. In the Clause Text Short Description field, enter a brief description for the clause text.  This description appears on the Clause Text library list when selecting clause text for use during transaction initiation.

  7. If the Lock Clause Text in Transaction checkbox is selected, the text will be fixed so that it can not be altered when the template is used.  Note:  This field is enabled only when Service Type Description is Standby LC Application or Amendment.

  8. In the Clause Text field, enter the text for the clause.  If you want to add variable fields for data entry when the clause is included in a transaction or message, click Insert Variable.  The Variable Definition dialog box appears.  The following variable types may be added to the clause text:  Amount, Text, Number, List, and Date.  Note:  To edit the parameters of a variable, select the variable from the Clause Text field, click Edit, and then make any necessary changes in the Variable Definition dialog box.

  9. Click Submit to save and submit the library profile for validation.  The profile moves to the next step in the process as defined by Flow Control requirements.

Notes: