Field Details

Configuration of CTI attribute fields is required for customer enrollment and verification. The information you configure is matched against CTI attributes for incoming interactions.

  • For customers, the CTI attributes are used to identify the customer.

  • For employees, any CTI attributes configured provide more employee-related information (if needed).

Field details

Field details

Item

Description

Create icon

Create a new field.

Save icon

Save changes made to currently selected field.

Delete icon

Remove field from system. Also removes field usage for any customers using the field for identification.

Display Label

Text used to identify the field in the user interface when working with the field in Risk Management. Required.

Enter any sequence of alphanumeric characters, including spaces and underscores.

Default value: Blank
Minimum characters: 1, Maximum characters: 30

Name

Name for the field as used by the suite for the attribute. Required.

If the field is used by an Identification Rule for customers, the Name you define must exactly match the attribute used by the Identification Rule.

Enter any sequence of alphanumeric characters, including spaces and underscores.

Default value: Blank
Minimum characters: 1, Maximum characters: 30

Person Type

Determines the type of person (customer, target, or both) to which the field and its value applies. Required.

For example, a DNIS with Customer selected can only be used when configuring customers in Risk Management.

Default value: All cleared

Configuring fields for IAFD

Create a field

Edit a field