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For example, the following figure shows the Reason Code based Start comment for an entity that was added to the composite as of 1/1/1980, but was Approved with an Effective Date of 1/4/1980.
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IMPORTANT:
Eagle strongly recommends that once you select the Performance System Parameter option, it must not be changed and must be applied to all Performance Composites.
All pending records must be in Approved status prior to implementing the 9.1 version of Composite Approval.
Eagle strongly recommends that the 10.0 version of Composite Approval be implemented at the start of a new month.
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It is possible to manually update rules-based composites through the Performance Composite entity screen. Maintenance to manually remove/include a portfolio from a composite, edit the characteristics of the constituent entity, and/or edit the Start or Stop dates must be done through the Entities window directly. However, it is strongly recommended that all pending records be reconciled prior to manually updating the composite membership. Although this practice is not systematically prevented, a warning message, shown in the following figure, displays if a manual update is attempted on a composite entity that has records in Pending status.
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The Approval report does not recognize membership changes that were entered manually through the Performance Composite entity screen. |
