Custom properties for accounts

3 min

Each account created on the Custody Infrastructure system contains basic information, such as the name, Id and the currencies associated with it.

To improve management of accounts in the Impenetrable Vault, the admin can add extra properties to the system so that accounts can be customised to your needs.

For example, when creating an account for a someone that has several locations or businesses with different names, your organization can now add new property parameters to your system, such as 2nd Office Location or Alternative business name. These new properties are then included in all, new and existing, accounts.

Adding Custom properties to accounts

To add custom properties to accounts:

In the System Preferences page select the Custom Properties tab.

Select the New Property button. The New Property pop up window opens.

Enter the information for this new property:

Label: Enter the name of this new property.

Type: Select the input type for the value of this property.

Hint: Add a short description to ensure the user knows what information to provide.

Default: Set a default value for this property.

Enabled: Toggle this to enable this property to appear in the Accounts Details page.

Required: Toggle this if the property is required when creating or editing the Account.

Unique: Toggle this if the property must contain a unique response and cannot match alternative labels.

RegEx: Enter a RegEx to ensure that the response fits the validation check.

Select Save.

Repeat this for all new properties.

To complete this process select Save changes.

After validation by an admin, the new properties appear in the Accounts page, either when creating a new account or editing an existing one.

An information message also appears in the MPC Desktop app to inform the user of the new properties, however they do not appear in the Desktop Account details.

Download the Account details

Use the Audit function to export the account custom properties. The audit file is sent to the Galaxy Custody Desktop app where it can be downloaded to your system.

To export the file, use the follow instructions from the Audit page.

In the Audit page, select the specific account with the custom properties or select All Accounts.

This is described in the Search filters section.

Select Run to produce the audit results.

Select Export All and the audit results are sent to the Galaxy Custody Desktop app.

In the Galaxy Custody Desktop app open the Settings menu and choose the Audit tab.

Select the download icon and the Save file window opens. Choose a location and save the file.

This is described in Download the audit file from the Desktop section.