Page Comparison

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A sample Rollup Calculation field is shown in the following figure. This calculation, used in a Monthly from Daily report, compares today's calculated return to that for the prior committed return. The term, I report level number = 1, refers to the total level.

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Rollup Calculation Field for Entity Level Material Change Tolerance Check

A sample Rollup Inference field is shown in the following figure. This calculation determines whether the results of the previous Rollup Calculation field show a material difference of more than 5% above or below the prior committed return. If the difference if greater, the result for a material difference is Yes (a result of 1 will also work in this scenario.) Otherwise, the result for a non-material difference is Null.

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Rollup Inference Field for Entity Level Material Change Tolerance Check

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Setting Up Reports to Use Material Change Tolerance Checks

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The Commit Journal provides audit capabilities that allow you to review the PERF_SEC_RETURNS table total level history for an entity. To access this, right-click a row and select the Re-Commit History option to review prior total level returns for each commit for that entity with that effective date, source, frequency, and performance model. For more information about the Commit Journal, see the Commit Journal Quick Reference GuideSee Commit Journal for information.