Policies are the workflow templates of Portfolio Data Center. This is the most imperative template that governs the workflow for a given group of entities based on entity type and criteria. The policy dictates the steps involved with manual creation and maintenance of entities that are recognized by the respective policy, as well as engine based processing for automated events such as new entities loaded via ETL process.
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The Policies workspace's Home tab provides you with set of options to manage policies.
Group | Option | Actions |
|---|---|---|
Manage
| Create New | Creates a new policy for entity / mutual fund. |
Edit | Edits policy detail information. | |
Duplicate | Duplicates policy detail information. | |
Delete | Deletes a policy. | |
Actions | Check for Conflicts | Lists the policies that have overlapping entities. |
Submit | Enables you to submit a policy for processing. | |
Entities | View Entities | List the entities for the selected policy. |
Audit | Audit | Lists the manual changes made to policies. |
Migration | Migrate | Allows you to import or export the policy component from one environment to another. |
Cart | Allows you to add/view/migrate the policy component for export. | |
Distribution | Export | Exports the validation data displayed in the workspace to an Excel or CSV file. |
Clipboard | Copy | Allows you to select a policy in the workspace and copy it to the clipboard. |
Tools | Search | Allows you to search, view recent policy searches and save search criteria for reuse. |
Find | Enables you to find data in the workspace. | |
Refresh | Refresh | Refreshes the result in the workspace. |
For information about policies, see the following topics: