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Create Cycle Master
Master Name
*
Category
*
Select Category
Product Selection (Optional)
All Products
By Product Group
Specific Products
Select Product Groups
Hold Ctrl/Cmd to select multiple groups
Select Products
Search
Hold Ctrl/Cmd to select multiple products
Load All Products
Clear Selection
Leave as "All Products" to apply to all products in the category
Function (Optional)
All Functions
Acquisition
Retention
Servicing
Recovery
Optionally specify a business function
Frequency
*
Select Frequency
Daily
Weekly
Fortnightly (Bi-weekly)
Monthly
Custom Monthly (e.g., 25th to 24th)
Quarterly
Half Yearly
Yearly
Custom Period Configuration
Start Day
Day of month when period starts
End Day
Day of month when period ends
Months Offset
How many months back for data
Example: For XLife (25th to 24th), set Start=25, End=24, Offset=1. A cycle created in March will process data from Jan 25 to Feb 24.
Days Before Period Start
*
How many days before the period starts should the cycle be auto-generated?
Description
File Requirements
(Select files expected for this cycle)
Select the files that should be uploaded for each cycle. Files marked as required must be uploaded before the cycle can be finalized.
Select a category to see available file configurations...
SLA Configuration
(Days after data period end)
Data Ingestion
Days to complete data ingestion
Template Configuration
Days to configure templates
Validation & Rectification
Days to validate and rectify data
Final Process
Days to complete final processing
SLA Timeline:
Leave fields empty to skip SLA tracking for specific milestones.
Load defaults for frequency
Note:
Once created, this master will automatically generate cycles based on the frequency and timing settings. For example, a monthly master with "5 days before" will create next month's cycle on the 26th of each month.
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Create Master
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