The following figure illustrates the process of measuring and presenting performance data in Eagle PACE.
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The Performance workflow consists of these basic steps, which may vary according to your unique processing requirements:
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Load accounting data and indices to the appropriate database in Eagle's data warehouse using Eagle Generic Interfaces.
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Configure the Performance Calculation report to calculate and commit single-period returns.
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Configure the Performance Analysis report to calculate multi-period returns.
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A Click the links above for a high level overview of each step in the performance workflow follows.
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You can leverage Eagle's enterprise level workflow and operations tools to load data into Eagle's data warehouse, monitor system performance, and tune environments based on usage. For example, Eagle's Message Center and Uploader engines help to input data from external systems and store that data in the appropriate database table. Specialized engines allow you to translate and format external data, and can help you validate and scrub data to meet your requirements. You can input general financial information, as well as performance related data, such as returns and index data.
Eagle provides Generic Interfaces that assist in the loading security master data, positions, cash activity, performance data, and entity data. For more information, see the Generic Streams and Data Uploaders Reference Guide.