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To delete an analytics function: 1. From
- From the Setup workspace, click FINCAD Functions in the left navigation.
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- You see the FINCAD Functions workspace with the list of available analytics functions.
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- Scroll down to the analytics function you wish to delete.
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- On the toolbar, click Delete.
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- You see a dialog box reconfirming that you want to delete this analytics function.
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- If you selected an analytics function created by FINCAD, the Delete option is not available. You can only delete analytics functions that are not the original FINCAD imported functions.
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- Click Yes to delete the analytics function, or click No to keep the analytics function.
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- You see a message that the analytics function was deleted successfully.
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- Click OK to return to the FINCAD Functions workspace.
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- You see the refreshed list of available analytics functions.
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You can view and edit several calculation attributes, including the calculation name, description, and the FINCAD function used. You can override input arguments used with calculations. Eagle recommends that you do not apply changes directly to the original calculation files. Use copied calculations to preserve the integrity of the initial Eagle Analytics migration package.
To view and edit a calculation parameter: 1. From
- From the Setup workspace, click Parameters in the left navigation.
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- You see the Parameters workspace with the list of all available parameters.
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- Scroll down to the calculation parameter you wish to view or edit.
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- On the toolbar, click Edit.
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- You see the Editing Calculation Parameter dialog box.
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- Review and edit the information you wish to change and click Save.
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To create a new calculation parameter: 1. From
- From the Setup workspace, click Parameters in the left navigation.
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- You see the Parameters workspace with the list of all available parameters.
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- On the toolbar, click Create New.
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- You see the Creating New Calculation Parameter dialog box.
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- In the ID text box, enter a unique identifier.
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- If you leave this option blank, the system assigns a unique identifier.
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- In the Name text box, enter a name for the calculation parameter.
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- In the Description text box, optionally enter a description of the parameter.
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- Click the Calculation drop down and select the calculation that uses this parameter.
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- Click Save.
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To copy a calculation parameter to a new parameter name: 1. From
- From the Setup workspace, click Parameters in the left navigation.
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- You see the Parameters workspace with the list of all available parameters.
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- Scroll down to the calculation parameter you wish to duplicate.
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- On the toolbar, click Duplicate.
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- You see the Duplicate dialog box.
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- In the ID text box, enter a unique identifier.
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- If you leave this option blank, the system assigns a unique identifier.
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- Enter a new parameter name and click OK.
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- You see the refreshed list of available parameters.
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To delete a calculation parameter: 1. From
- From the Setup workspace, click Parameters in the left navigation.
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- You see the Parameters workspace with the list of all available parameters.
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- Scroll down to the calculation parameter you wish to delete.
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- On the toolbar, click Delete.
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- You see a dialog box reconfirming that you want to delete this parameter.
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- Click Yes to delete the parameter, or click No to keep the parameter.
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- You see the refreshed list of available parameters.
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To view and edit a parameter group: 1. From
- From the Setup workspace, click Parameter Groups in the left navigation.
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- You see the Parameter Groups workspace with the list of all available parameter groups.
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- Scroll down to the parameter group you wish to view or edit.
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- On the toolbar, click Edit.
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- You see the Editing Parameter Group dialog box.
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- Review and edit the information you wish to change and click Save.
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Several industry standard calculations are available, including:
■ Price from yield
■ Yield from price
■ Price from yield curve
■ Fair value and yield for floating rate note (FRN) bonds
■ Price, yield, and analytics for callable bonds
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You can view and edit several calculation rule attributes, including the calculation name, description, the securities affected, and the calculation formula.
To view and edit a calculation rule: 1. From
- From the Setup workspace, click Rules in the left navigation.
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- You see the Rules workspace with the list of all available calculation rules.
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- Scroll down to the rule you wish to view or edit.
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- On the toolbar, click Edit.
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- You see the Editing Rule Definition dialog box.
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- Review and edit the information you wish to change and click Next.
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- You see the Editing Rule Securities dialog box.
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- Review and edit the securities filter information you wish to change and click Next.
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- You see the Editing Rule Calculations dialog box with the names and descriptions on the input and output arguments.
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- Review and edit the argument information you wish to change.
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- Options include:
– Calculation. This option selects the calculation used by this rule. When you change this selection, the remaining options are pre-filled with the inputs and outputs defined for the calculation.
– Input. This option specifies the argument IDs of the input arguments expected by the calculation.
– Output. This option specifies the database fields that store the calculation results.
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- Click Save, or click Back to view the previous dialog box.
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- You see the refreshed list of available rules.
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