PDC assigns a release level to each entity it processes. PDC determines the release level based on the number of exceptions for specific fields in an entities policy. It assigns a release level and an optional validation to fields.
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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 prepopulated with a four-level hierarchy (level 0-level 3). To modify descriptions and add or remove levels, edit the list of code values.
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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.