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The Performance Workflow Status report displays the status of entities within the performance process. This includes:

  • Accounting. Accounting status reads from the HOLDING database and indicates if positions are available.

  • Benchmark. Benchmark status looks to see if data exists in the PERFORM database for an entity's primary benchmark.

  • Performance Calculated. Performance calculated status is determined by data in the PERFORM database.

  • Performance Finalized. Performance finalized status is determined based on whether the status of the performance data is final or preliminary.

  • Composite Calculated and Composite Finalized. Composite status applies to performance composites only. All constituent members of performance composites are identified for a specific entity and then it is determined if the constituents' data exists in the PERFORM database and whether it is finalized.

An example of the report is shown in the following figure.
Workflow Status ReportImage Modified
AnchorRTF370036003500360036003a00RTF370036003500360036003a00 Anchor_Toc337537738
_Toc337537738 Anchor_Toc361231333_Toc361231333Workflow Status Report
AnchorRTF360032003600320034003a00RTF360032003600320034003a00