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WRITESRS NOTE: MIkeO should review. Sampling option is 2017 R1 document search criteria if time permits. expand per V8 Ops Tools guide if time permits

In Eagle Accounting, various global process events generate secondary events, or loopbacks. For example, when processing a corporate action, the system first performs a query to determine which entities and securities are eligible for a given corporate action process based on the date range you entered. The query is considered the initial event. The secondary event, or loopback, is the actual processing of the corporate action based on the query results from the initial event.

Each time a loopback is created, the accounting engine writes a record to the ESTAR_LOOPBACK_EVENTS table. When the engine is finished processing the loopback, the record is updated. The Global Process Center looks to this table to determine whether the engine has finished processing an event.

About the Global Process Workspace

For monitoring, the Global Process workspace includes the following areas:

  • Loopbacks Summary. Displays the loopback summary timeframe and associated statistics including loopback status and high level totals.
  • Loopbacks Search Detail. Criteria used to search for jobs associated with loopbacks.
  • Loopbacks. Displays the status of each job for the specified system date and other search criteria.
  • Loopback Details. Displays account and security details for the selected job.

You can query and review processed or pending jobs.

Change Lookbacks Summary Information

The Lookbacks Summary pane displays metrics for jobs that were processed and rejected in the last 24 hours by default. You can change the timeframe used to generate these metrics.

To change the Lookbacks Summary information:

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You can monitor loopbacks associated with global process events in Accounting Center or Automation Center. A loopback is a secondary event created within the STAR engine by an initial global process event. 

Monitor Loopbacks in Accounting Center

Each time you open the Global Process workspace, the system performs the default queries for the summary totals, loopbacks, and loopback details and displays the results. 

To access and monitor loopbacks in Accounting Center:

In Accounting Center, in the left navigation pane, click Processing and Exceptions > Global Processes.
You see the Global Process workspace.

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Search for Loopbacks

In the Global Process workspace, you can use the Loopbacks Search Defail pane to specify your search critiera used to monitor loopbacks. The Loopbacks pane displays the status of each job that meets your criteria. 

To search for loopbacks:

  1. From the Accounting Desk workspace, click Global Process in the left navigation, 
    You see the Global Process workspace. 
  2. Review the current search criteria displayed at the top of the Loopbacks pane. 
  3. Click Search, and then click New Search, Last Search, or any saved search. Or, cick the Down Chevron to the right of the Loopbacks pane. 
    You see the Search Details pane.
  4. Complete the required search criteria. 
    You can search using the default criteria. Or you can click Add Search Criteria to manage your choice of search criteria.
  5. Click the Search button in the Search Details pane.
    In the Lookbacks pane, you see the search results based on the criteria you selected. 

View Loopback Details

You can view loopback details by clicking the row for a specific global job in the Loopbacks pane.The Lookback Details pane shows the corresponding detailed information.

The detail from the STAR to PACE Batch job (Event Type = ADDMSTARPOS) is shown below in the bottom pane.

Image Removed

While a loopback is being processed, it is assigned a pending status Image Removed . It may be in a pending status for less than a second or much longer, depending on the environment and other engine activity. When processing is completed, the loopback is assigned a Processed status Image Removed or a Rejected status Image Removed .

If the event is successfully processed, you can use the Position Viewer tool and Eagle reports to validate the accounting results. If the loopback failed, you can view rejection details in the Exceptions workspace in Automation Center and resolve any issues. After resolving the issues, you may need to resubmit the event.

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Monitor Lookbacks in Automation Center

Each time you open the Monitor workspace and select loopbacks, the system performs the default queries for the summary totals, loopbacks, and loopback details and displays the results. 

To access and monitor loopbacks in Automation Center:

In Automation Center, in the left navigation pane, click Automation DeskMonitor > Loopbacks.
You see the Loopbacks workspace. 

Tasks to Perform when Monitoring Loopbacks

When you monitor loopbacks, you can perform the following types of tasks. The instructions for these tasks assume that you are using the Global Process workspace to monitor loopbacks. Monitoring loopbacks in Automation Center works in a similar manner.