Run Description Miner

Once you have defined the rules for detail rollups and reportable fields with defined rules (based on search terms), you can run the Description Miner feature to assign to transactions. The results appear in the Cash Flow/Working Capital (CFWC) table.

Follow the steps below to apply the rules to your existing data using Description Miner:

1. On the Treasury Cash Management page, click Administration > Cash Flow / Working Capital.

2. Click Run Description Miner.

   

3. Select the date range in the Start date and End date fields.

4. Click Run.