How to Organize Objects with Groups, Keywords, Purposes, and Flags

TL;DR

Four label types under Settings classify registered objects: Groups bucket objects by type, Keywords tag them freely, Permissible Purposes record compliance intent, and Flags mark stateful conditions with an audit trail. The first three also drive role Collection filters.

Admin guide

This page is for administrators with write access to these Settings pages. Each label is managed on its own page under Settings.

What are they?

These four are all ways to classify registered objects, but they serve different purposes:

Label	Use it to
Groups	Bucket objects of a type into categories (for example, Auto Lending, Cards) and control their display order.
Keywords	Apply free-form tags for search and ad-hoc categorization.
Permissible Purposes	Record the compliance purpose an object may be used for (for example, Fair Lending).
Flags	Mark a stateful condition (active/inactive) on an object, with required comments for audit.

Tip

Groups, Keywords, and Permissible Purposes are also the attributes you filter on when scoping a role's access with Collection filters. Define them here first so they're available there.

Before you start

• You need write access to the relevant Settings page (Groups, Keywords, Permissible Purposes, or Flags).
• Each page tracks a Usage Count; an item in use has some fields locked.

Groups

Go to Settings → Groups and click + New Group.

Field	What to enter
Object TypeRequired	Which object type the group categorizes. Locked once the group is in use.
Sort OrderRequired	Display order in the UI (minimum 1).
DescriptionRequired	What the group contains.

Groups are flat: there is no parent/child nesting.

Keywords

Go to Settings → Keywords and click + New Keyword.

Field	What to enter
NameRequired	The tag value.
TypeRequired	The keyword type (Registry).
DescriptionRequired	What the keyword means.

Permissible Purposes

Go to Settings → Permissible Purposes and click + New Permissible Purpose.

Field	What to enter
NameRequired	The compliance purpose (for example, Fair Lending).
DescriptionRequired	The regulatory basis and scope of use.

Flags

Go to Settings → Flags and click + New Flag.

Field	What to enter
NameRequired	The flag's name.
DescriptionRequired	What the flag signifies.

Once defined, a flag is attached to an object from that object's Flags tab. Activating or deactivating a flag on an object requires a comment, and the platform records who changed it and when. This audit trail is what separates flags from keywords: keywords are simple labels, flags track state changes.

What's next

• Use these labels in role Collection filters to scope access.
• They appear as selectable metadata when users register objects.