Generic List Configuration

System Management System Management Generic List Configuration

This document provides technical guidance on configuring and managing Generic Lists within the FLEX system. Generic List Configuration is a crucial feature that ensures data uniformity and accuracy across various system modules by providing predefined options for drop-down menus.

1. Overview

Generic List Configuration allows system administrators to create and manage predefined lists of values that users can select from drop-down boxes throughout the FLEX system. This standardization prevents incorrect data input and maintains consistency.

2. Accessing Generic List Configuration

To access the Generic List Configuration:

  • Navigate to the FLEX Main Menu.
  • Expand System Administration.
  • Expand General Configuration.
  • Select Generic List Configuration.

3. Available Generic Lists and Their Locations

The FLEX system utilizes Generic Lists in various modules:

  • Account Subtype: Available in Address Maintenance
  • Cancel Reason: Available in Remote Deposit Capture
  • Card Block Code: Available in Card Maintenance
  • Category: Available in Fixed Assets and Prepaids
  • Court: Available in Bankruptcy and Legal Information
  • Employee Code: Available in Address Maintenance
  • Employer Code: Available in Address Maintenance
  • Loan Pool: Available in Loan Processing/Loan Maintenance
  • Membership Eligibility: Available in Open New Accounts/Address Maintenance
  • Risk Level: Available in Address Maintenance
  • Statement Code: Available in Address Maintenance
  • Fee Group: Available in Transaction Fee Maintenance

4. Managing List Items

The Generic List Configuration screen displays all currently configured list items. From this screen, you can perform the following actions:

4.1. Adding a New List Item

To add a new item to a generic list:

  1. Click the Add button on the “All List Items” screen.
  2. The “Add List Item” dialog box will appear with the following fields:
    • List: Select the desired generic list from the drop-down menu to which you want to add an item (e.g., “Account Subtype”).
    • Code: Enter a unique code that will represent this list item. This code appears in the drop-down.
    • Description: Provide a descriptive name for the code. This description will be displayed in the drop-down menu for users.
    • Active: Check this box to make the list item active and available for selection in the system. Uncheck to deactivate.
  3. Click Save (or equivalent button) to confirm the addition.

4.2. Editing an Existing List Item

To modify an existing list item:

  1. Highlight the desired list item from the “All List Items” list.
  2. Click the Edit button (or equivalent action).
  3. The “Add List Item” dialog box will appear, pre-populated with the selected item’s details.
  4. Make the necessary changes to the Code, Description, or Active status.
  5. Click Save to apply your changes.

4.3. Deleting a List Item

To remove a list item:

  1. Highlight the desired list item from the “All List Items” list.
  2. Click the Delete button (or equivalent action).
  3. Confirm the deletion when prompted.

5. Icon and Message Configuration (Related Feature)

While separate, the Icon and Message Configuration feature allows for the association of custom icons with specific generic list values. This enhances visual cues for users.

  • Purpose: To display an icon alongside a generic list value when selected.
  • Access: Found under System Administration > General Configuration > Icon and Message Configuration.
  • Process:
    1. In Icon and Message Configuration, click Add Generic List Icon.
    2. Select the Generic List (e.g., “Risk Level”).
    3. Select the specific Value from that list (e.g., “HIGH – HIGH RISK”).
    4. Configure the icon and message display options (e.g., “Display Message,” “Display Image,” “Display In Red”).