To access the Portfolio Data Center's Setup workspace:
From any Eagle window, click
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the Eagle Navigator
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button.
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Enter Portfolio Data Center
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in the Start Search text box and click
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the Portfolio Data Center
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link. Or,
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click All Programs
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and select Portfolio Data Center.
You see the Portfolio Data Center with the Entities workspace as the default.
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Click Setup
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in the left navigation.
You see the Setup workspace. Setup options available in the left navigation include:
- Policies (workflow templates). This option allows you to create, edit and manage policies.
- Field Groups.
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This option
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allows you to create field groups.
- Validations.
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This option allows you create validations for field vales.
- Errors. This option allows you to add error codes and descriptions for use with validations.
- Metadata. This option allows you to set up metadata, including code values, direct and derived field attributes, create and manage new tables and fields,
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PDC field settings
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and data sources.
- Entity Tab Configuration. This option allows you to create and manage entity tabs. Entity data tabs provide view-only access to financial and analytics data within the entity details.
- Policy Types. This option allows you to create and manager custom policy types.
- Disclosures. This option allows you to create and manage disclosures. A disclosure is a statement that provides additional information about an entity, such as the basis of a calculation.
- System Settings. This option allows you to
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customize Portfolio Data Center system settings and engine behavior.
- Asset Mix policy and Fee Schedule. This option allows you to create and manage asset mix policy ad fee schedule.
- Issuer to Entity Relationship. This option allows you to configure issuer to entity relationship.