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This section describes how to perform an entity build at a high level. After you configure the system for entity builds, there are several ways in which you can run the entity build process. 

Configure the System for Entity Builds

To configure the system for an Entity Build:

  • Ensure that the Entity Build Engine (ENTITYENG) on the PACE Server is enabled. Otherwise, contact a DBA for assistance. 
    writers note: Confirm whether you need to check System Management Center > System Settings >Event Types for ENTITYENG instance and confirm that Process Manager column is Enabled? If not, then what?
  • Choose the Build Type of Entity within the Import/Export Feed button in the Administrator during the setup of the Uploader schema.
    This is chosen for POSITION uploads. This indicates to the system that the existing composite, aggregate, and sub-portfolio entities should be updated with the new positions data, if applicable.
    WRITERS NOTE: confirm with Dima whether you need to take some action. Is this related to Automation Center > Setup > Schemas, where you can view the schema for a row with a Feed Type of ENTITY BUILD?
    • Create Entity Build type fields.
    These fields are utilized and populated within the entity build engine. To do this, from Performance Center's Performance Desk, select the General Reporting workspace. In the reporting studio, within the Components tab (three tab mode), access the Entity Build folder under Fields. Create field Attributes with the Entity Build process.
    The build generates position records (to the POSITION_DETAIL table located in the HOLDING database). In addition, if the build is enabled to generate cash activity (CASH_ACTIVITY table in the CASH database), then you also need to create entity build field attributes for cash fields.
    NOTE:  For detailed information, see the "Working with Entity Build Field Attributes" section of the General Reporting Reference Guide 2015. 

    This doesn't mention the setup tasks such as Entity Build Flag or the Entity Build Mode of Process system parameter. Is this supposed to be generic, or was it written at a time when only composites were relevant? 

    Run the Entity Build Process

    There are a number of ways to kick off the Entity build process. The following table describes these methods. 

    Name

    Description

    For More Information

    Submit Build (Manual)

    You can manually execute the entity build in Performance Center or Portfolio Data Center by selecting an entity and clicking the Submit Build option.

    Submit an Entity Build Manually

    Entity Build (Uploader)

    The

    You can kick off the entity build process

    can be kicked off

    as part of an Uploader by selecting the

    Entity

    Build Type option of Entity when defining the Uploader schema

    .WRITERS NOTE: DIMA

    .

    Still used today? Currently documented?  Where  in GUI? 

    Previously in Data Steward via maintain schema?

    Now Automation Center > Setup > Schemas? Feed Type of ENTITY BUILD? Or Build Type of Entity in the Define tab when you create Schema?


    Scheduled Entity Build Event

    You can schedule the process as an Entity Build event through the Define Event window in Automation Center.

    Schedule an Entity Build




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