Configuring OFAC
  • 30 Jan 2024
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Configuring OFAC

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Article Summary

Configuring OFAC

Data Aggregator Service: Configuration

Once licensed, configuration of the Data Aggregation Service/OFAC Integration is straight forward.


The Configuration Page

To access the Data Aggregation Service configuration area,via the top menu, navigate to Manage/Setup - Application Configuration - Data Aggregator Service.

Data Aggregator Service on Main Menu

 

2. If setting up the aggregator service for the first time, a login prompt displays. Enter your credentials for the service. When done, click Authorize.

Data Aggregator Credentials

 

3. The Configuration Management: Data Aggregator Service page displays. On the service's tab, numerous options are available. For ease of use, they are broken into multiple areas:

A. Company/Service Vendor Mapping

OFAC Company Mapping

 

In this area, establish the general settings for the integration and indicate the fields in CobbleStone® the data is checked against. Click Save Company Settings when done with this area.

B. Employee/User Service Mapping

OFAC Employee Mapping

 

In this area, establish the general settings for the integration and indicate the fields in CobbleStone® the data is checked against. Click Save Mapping when done.

 

 

 

 



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