This article presents the necessary steps to complete your first minimal implementation of Channel Management.

Set up User Rights

To see the Channel Management module, you need to have the user role Use Claims or Manage Claims. As a developer, you will need both.

Create New Claim Validation Logic

Create and deploy a new Claim Validation Logic, i.e., new generic logic with Nature set to Claim. For the first quick test, you can even keep the logic empty (without any elements).

Prepare XLS File with Claim Data Rows

Create an XLS file:

• With one sheet.

• The first row has a header – column/field names. Those names can be used later in the mapping if you want the values from the column to be mapped to the claim line item field.

• The subsequent rows are claim rows.

Create New Claim Type

Create a new Claim Type (CLT) and provide at least:

• Name

• Label

• Validation Formula – your new logic

• Mapping – map at least some of the XLS sheet columns to the Claim Line Item fields