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 in an entities policy. Fields are assigned a release level and an optional validation.
If all fields of a certain release - level pass validation, the system release releases the fund to the next level. Release Determining a release level determination is a hierarchy and is based on the minimum level achieved. Portfolio Data Center tracks and maintains release levels as a code and code values.
| Code Category |
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| PDC_REL_LEVELS | |
| Code Category Description |
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| Portfolio Data Center Release Levels |
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Portfolio Data Center is pre-populated prepopulated with a four-level hierarchy (level 0-level 3). You can alter To modify descriptions and add or remove levels by editing , edit the list of code values.
Best Practices
Make changes during implementation before you process entities within in PDC. PDC assigns each fund a release level based on passed or failed validations and the hierarchy in place when the funds are processed. Therefore, do not add or remove release levels after production processing occurs.
If you then alter the hierarchy, the funds are now become out-of-synch sync with the release-level hierarchy. To alter the release-level hierarchy in production, you might have to reprocess every fund in the system to resynchsynchronize them. However, before doing so, consult with Eagle. Release levels are a hierarchy with 0 being the lowest.
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- Double-click the code set to open the launch the edit code value user interfaceEdit Code/Code Value dialog box.
- To add a level, click the ellipsis in the lower left corner of the grid to enable line item editing
- Click the cell area for the column you are editing (no need to enter an update user or time).
| Source |
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| Eagle PACE | |
| Name ( |
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| Code Short Description) | Next numeric value |
| Description ( |
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| Code Long Description) | Name of release level |
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Display Options
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.