Recap–PDC assigns a release level to each entity it processes. The release level attained is based on the number of (or lack of) exceptions for specific fields within an entities policy. Fields are assigned a release level and an optional validation.
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- Code Category: PDC_REL_LEVELS
- Code Category Description: Portfolio Data Center Release Levels
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Portfolio Data Center is pre-populated with a four-level hierarchy (level 0-level 3). You can alter descriptions and add or remove levels by editing the list of code values.
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- Source–Eagle PACE
- Name (aka code short description)–Next numeric value
- Description (aka code long description–Name of release level
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The summary window enables you to which funds are fully (vs partially) released. Each release level has a corresponding color-coded symbol, as shown in the following figure.
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Because you can customize the number of levels of in a release-level hierarchy, you also can customize the level at which the display shows as green. You control this option with a system setting. The default is to show entities with release level 3 as green. To change it, select Portfolio Data Center > Settings > System Settings > setting 1019.
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Best Practice
To ensure setting 1019 is set to the number associated with the highest release level number in your hierarchy.