Transaction DBICTG is used to maintain categories for Structured Info text and Attachments.

The categories allow the bank using the application to structure party info text efficiently so that party info text is displayed in business processing only in the appropriate business transactions. A category defines a list of business transactions, the bank using the application can configure as many categories as needed.

Example: A client requests their banker to always sent physical documents with a special courier service. To ensure that these instructions are followed, the bank using the application can define a category, e.g. “Sending instructions” and link that only to the “Send Documents (xxTSND)” and “Send, Accept and Settle (xxTPAY)” transactions under LC and collection business module.

In the party static data, the category can be selected and the infotext can be stored with the main party and even sub-addresses.

In addition, it is now possible to store multiple attachments and thus have it accessible during business processing for easy reference. All common file types (PDF, Word, Excel etc.) are accepted.

In business processing, the infotext will then be displayed in the above transactions when the party is used in the contract but not in business transactions that are of no relevance for the information. Thus, the user is not loaded with unnecessary information but only presented with the party info text when it is relevant for further processing.

Transaction DBACTG is used to create a category for “Structured Info text and Attachments” that is associated with a list of business transactions. To panel layout is designed in a way that the user can define the list of business transactions with a few clicks. The user can define any code and a descriptive name of the category. Only the “Name” of the category will be visible in business processing transactions later on. The following transactions can be started from here by clicking the icons in the list below for:

Upon start of the transaction, all business modules and all associated business transactions are marked as selected, thus the right side of the panel contains the maximum list of transactions. Any setting that is applied on the left side of the panel directly has an effect to the list of transactions that are displayed and checked on the right side of the panel.

The list of “Business Sectors” allows the user to associate a category to certain business modules only, e.g. selecting only the business sectors Guarantee (GI) and Guarantee Claim (GC) will shorten the list of transactions to business transactions of these modules only.

The field “Transaction Patterns” allows the user to define a category for certain transaction types. For example, using the pattern “??TAME” will shorten the list of transactions to all amendment (xxTAME) transactions.

The functionality can be activated / deactivated by a central switch in the General System Settings (DBxSYS).