Aliases page

The aliases page is used to create, view, or delete the various client identifiers that reference the participant.

Columns

The columns that are available on the page are shown in the following table.
Table 1. Aliases columns
Column name or function Description
Selection control The first column on the page is used to select one or more aliases from the list. Selecting the box in the table header selects all of the aliases in the list.
Client type The client type for the alias. Examples of the client type are ABA Transit Routing Number, Bank Identifier Code (BIC), and Visa Debit Card Identifier.
Client identifier The client identifier that references the participant for the configured client type.

Actions

The actions that are available on the page are shown in the following list.
  • Filter column displays the build filter link that you can use to create a filter for the columns on the page.
  • Create displays the Create Alias dialog box to add an alias.
  • Refresh redisplays the list of records to show any new records and the updates that are made to existing records.
  • Search entry field. Typing text in this field automatically filters the aliases that are displayed in the table. The table displays only those aliases that match what was typed in the search field.
  • Download CSV saves the displayed table view as a .csv file.
  • Customize columns displays a page to select which columns are shown or hidden on the aliases page.
  • Open documentation opens the help page.
  • Row settings configures the size and the spacing of the text that is displayed in the cells of the table.
  • Click a row in the table to display the details for that record.
  • A menu appears in the table header when you select one or more rows in the table.
  • Select all selects all the rows in the table.
  • Delete or Option > Delete deletes the selected aliases.
  • Cancel closes the menu in the table header.