Monitor Loopbacks provides the user with a single location to monitor all global processes. Global processes include accruals, corporate action processing, maturities, cash settlements and paydowns. Global processes are generally run against all portfolios on a daily basis using an Accounting Event Manager events, however when manual ad-hoc processing needs to occur, these processes can also be run for a single entity, a single security or one entity/one security.
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In the Monitor workspace, in the Loopbacks area, you can monitor the status of all Loopbacks.
To Monitor Loopbacks:
- In Automation Desk, in the left navigation pane, click Monitor > Loopbacks.
You see the Loopback workspace.
View Loopbacks for a Loopbacks Summary total:
You can view loopbacks a specific processing status associated with a submit time interval or processing duration. If the loopbacks quantity for a given status is not null, you can view the corresponding loopbacks in the Loopbacks or Loopback Details pane.
To view loopbacks for a Loopbacks Summary total:
- In Automation Desk, in the left navigation pane, click Monitor > Loopbacks.
You see the Loopback workspace. - At the top is the Total Generated pane. You see the total number of loopbacks for each processing status for both the submit time interval and the processing duration.
- In the Total Generated area, to view loopbacks processed as of the time interval displayed in the pane heading, do one of the following.
- Click Pending, Processed, Rejected, Overridden, or Total.
- Right-click Pending, Processed, Rejected, Overridden, or Total, and then click Show Loopbacks.
You see the loopbacks that met your criteria in the Loopbacks and Loopback details panes. - Right-click Pending, Processed, Rejected, Overridden, or Total, and then click Show Loopbacks details.
The Details pane displays.