Bring Financial Edge Appeal Transaction Code field into Appeal records in web view

This is core functionality for RE and FE integration. The database view appeal record allows users to choose from a table of existing transaction codes in FE. Currently in web view, the associated transaction code is not visible and cannot be added when setting up new appeals. This request is not to add a new transaction code to FE when a new appeal is created. The request is to be able to select from a defined table of transaction codes in FE to apply to an appeal record in RE. This should be a lookup function pulling from the table in FE. This is how it works in database view now and is how our integration was built to accommodate the complexity of our data. Without this functionality our RE/FE integration does not work as designed.

  • Jodi Rostek
  • Oct 28 2026
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