Summary

Learn how to make an account grouping template and apply it to a new engagement in MindBridge.

Configuration details

You must be an App Admin to perform this task.

Go to the Account groupings tab

1. Open the sidebar (  ) from anywhere in MindBridge.
2. Select Admin (  ).
3. Go to the Account groupings tab.
   You will see a list view of all the account groupings available in your tenant.
   
   

Create an account grouping template

Step 1: Export and set up the template

1. Select Create account grouping near the top of the page.
   A pop-up window appears.
2. In the Excel Template section, select Export template.
3. Open the template and map the internal codes to the most appropriate MAC codes.
4. Provide the details requested in the top 3 rows of the template. 
5. When you are satisfied, save the document.

Step 2: Import the template and verify the mappings

1. On the Account groupings tab, select Create Account Grouping near the top of the page.
   A pop-up window appears.
2. Select Excel Template.
3. Select Next.
4. On the next screen, enter an account grouping name.
5. Select the Excel template to import with drag and drop or browse your computer.
   When you select the file to import, MindBridge begins importing and validating the Excel template.
6. When the import process has completed, select Next.
   The table updates to display the columns from your template file.
7. Verify that your accounts are properly mapped to the appropriate MAC code, and ensure every account has the proper account tags and industry tags.
8. When you are satisfied, Publish your new account grouping.
   A pop-up window appears indicating that changes cannot be made to an account grouping once it is published.
9. Confirm your decision to publish.

Step 3: Create a new library

1. On the Admin page, go to the Libraries tab.
2. Select Create library.
   A pop-up window appears.
3. Enter a library name.
   This name will be reflected across MindBridge.
4. Select a base library.
   New libraries are built from existing libraries, which contain predefined ratios, filters, and control points for your analyses.
   The Analysis types field populates with the analysis types applicable to the library you selected.
   The Industry tags field populates with industry tags based on the library you selected.
5. Select the account grouping you published in Step 2.
6. Select a default delimiter, i.e., the character used to indicate the end of a field, such as space, comma, pipe, or semicolon.
7. Check the boxes next to the risk scoring permissions you want to apply to the engagement:
   • Control point selection: Whether control points can be added or removed from a risk score.
   • Control point weight: Whether the weight of each control point can be adjusted.
   • Control point settings: Whether individual control point settings can be adjusted.
8. When you are satisfied, select Create library.

Step 4: Apply a library to a new engagement

1. Select the logo in the MindBridge sidebar.
   You will go to the Organizations page.
2. Select View in line with the desired organization, or click anywhere in the organization row.
   You will go to the Engagements page.
3. Select Create engagement.
   You will go to the Create Engagement page.
4. Use the Library menu to select the library you created.
5. Fill out the remainder of the page as normal.
   To learn more about this page, review Create an engagement.
6. When you are satisfied, select Next.
   You will go to the Create Analysis page where you may create a new analysis, or, select Cancel to go back to the Engagement list where you will find your new engagement.
   
   

Anything else on your mind? Chat with us or submit a request for further assistance.