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- Always. Automatically calculates and stores all the returns as Preliminary. You can control reporting of numbers before they are finalized by configuring certain reports to only show preliminary figures.
- Only when materially different (Materiality Check Field). Commits first time returns as Preliminary. If returns were previously committed for that entity/effective date/source/frequency/performance model, Eagle overwrites only those returns that are materially different from the prior returns. If there is no material difference between the returns, Eagle does not overwrite prior returns for that entity but commits the new returns to the alternate commit source. If there is a material difference from a prior return that has a Preliminary status, Eagle overwrites the prior return. If there is a material difference from a prior return that has a Final status, Eagle commits the new Preliminary return to the alternate commit source and does not overwrite the prior return.
The system identifies material differences using the Materiality Check field in the report's Field Rule or Report Rule. For more information, refer to the to Performance Calculation User Guide. - Select Alternate Commit Source. This field appears only if you select the Only when materially different option. It specifies the alternate performance source used to commit returns that have a non-material difference and to commit returns with a material difference when the prior returns have a Final status. Choose a source that differs from the source specified in the Select Commit Source field.
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- Always. Automatically commits all the returns as Final.
- Only if within Tolerance (Commit Tolerance Field). Commits returns as final unless they fail a tolerance check specified by the Commit Tolerance field in the report's Field Rule or Report Rule. Those portfolio/dates that fail are committed in a Preliminary status. For more information, refer to the Performance Calculation User Guide.
Select Commit Source
This option specifies the source that the report uses to commit performance results to the PERFORM database. The default source, Eagle PACE (source instance 4), appears, but you can select a different performance source. A performance source is a source that has a feedback type of Performance.
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