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 the policy for an entities policyentity. 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 |
Code and Code Values tab displaying
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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Therefore, the highest value in the hierarchy (based on the short description of the code value) should always be reserved for released with no exceptions (or a user-defined description of similar meaning). If you modify the hierarchy, you then should then log out of PDC, select refresh server cache, and then log in again.
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- Double-click the code set to open the launch the Edit 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 Eagle PACE Name (Code Value Short Description) Next numeric value Description (Code Value Long Description) Name of release level
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Display Options
The summary window enables you to view 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 You can customize the number of levels of in a release-level hierarchy, you . You also can customize the level at which the display shows as green. You control this option with a system setting. The By default is to show entities with , entities that have release level 3 as display in green. To change it, select Portfolio Data Center > Setup > System Settings > System Item 1019.
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Best Practice
To ensure System Item 1019 is set to the number associated with the highest release level number in your hierarchy.