Within the class category that you selected for the organization or person, select the classification, or class code, that you want to assign. Depending on whether multiple assignments are allowed for the class category, you can select either only one or multiple classifications. Class categories must be compiled before their classification codes can be associated with parties. Only active classification codes can be associated to parties.

If the selected class category is hierarchical, you can optionally view the category in a hierarchical structure. The hierarchy focuses on the specific classification that you click View in Hierarchy for.

After you select at least one classification to assign, either in a nonhierarchical or hierarchical view, specify the date range for the classifications. If a classification is already assigned to the organization or person, you can add the same classification again only if the date ranges do not overlap.