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The Errors workspace has the ability to add Table of Contentsindent2 px

In the PDC Errors workspace, you can create, view, and edit the error codes used for field validation. It also allows you to define error codes and messages in other languages. 

The Errors workspace allows you to create customized text for error codes to make it easier for business users to understand the problem, instead of having to interpret an error code. An error is a simple collection of 3 strings, which is eventually attached to a validation rule. When a validation is triggered, the text in the error message is displayed.

For example, you can define the Inception date missing error , might be defined as, Inception date cannot be NULL and be attached to the Inception date validation, which in-turn is attached to the Inception date field. So when if you create an entity/fund is set up and the Inception date field is left as blank, then the inception date validation will be is triggered and you will see the Inception date error message in the user interface.

An error can be defined as either critical or warning.

  • Critical:

    Triggers a validation/

    It triggers an exception and does not pass the

    Field

    field's release level status until it is resolved.

  • Warning:

    Triggers

    It triggers a soft

    validation/

    exception but does NOT affect the

    Field

    field's release level status and moves on to the next authorization level

In the Errors workspace you can add, view, and edit the error codes used by Portfolio Data Center for field validation. It also allows you to define error codes and messages in different languages. 

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About the Ribbon

The Errors workspace's Error tab provides you with following set of options to manage errors.

Group

Option

Actions

Manage


 



Create New

Creates a new error code.

Edit

Edits an error code.

Duplicate

Duplicates an error code.

Delete

Deletes an error code.

Translate

Select Languages

Allows you to specify error code description in other languages. 

Distribution

Export

Exports the error data displayed in the workspace to an Excel or CSV file.

Print

Prints the error data displayed in the workspace.

Clipboard

Copy

Allows you to select an item in the workspace and copy it to the clipboard.


 Tools


Search

Allows you to search, view recent error searches, and save search criteria for reuse.

Find

Enables you to find data in the workspace.

View Row

Provides a vertical snapshot of the data in a row.

Create Error Codes

In the

Errors workspace

Create New Error page, you can add error codes to use with field validations.

To add an error code

From

:

  1. In Portfolio Data Center, from the left navigation, click Setup > Errors.
    You see the Errors workspace with the available list of error codes.

Click Create New in Manage group of Error tab

  1. On the Error tab, in the Manage group, Click create New.
    You see the Create New

Error window

  1. Error page.

  2. In the Center list, select Portfolio Data Center.

  3. In the Code box, type a unique identifier for the code, if required.

Or else

  1. Otherwise, by default, when you select the center, the error code is auto-generated.

  2. Select the

severity

  1. Severity for the error. The available options are:

    1. Critical:  This option prevents the entity/fund from being fully released. The error is considered as critical and to proceed further, the error must be rectified.

    2. Warning:  This option displays warning to the user but does not prevent an entity/fund from being fully released. The error is considered as more of an informational message to the user.

  2. In the Description box, type a description for the error. 
    This description is the error message the end user will see, when an entity/fund fails a validation rule. This plain-language description

should

  1. must indicate why an entity/fund have failed the validation

(e.g. "

  1. . For example, Maturity date cannot be greater than Issue Date

")

  1. .

  2. In the Business Description box, type additional description about the error, if required (optional).

  3. In the Resolution box, type the explanation to resolve the error.

  4. Click Save & Close.
    The system generates the new error code and lists it in the Errors workspace.

Edit Error Codes

In the

Errors workspace

Edit Error page, you can edit error codes to use with field validations.

To edit error codes

From

:

  1. In Portfolio Data Center, from the left navigation, click Setup > Errors.
    You see the Errors workspace with the available list of error codes.

  2. Select the error code you want to edit

and click Edit in Manage group of Errors tab

  1. from the workspace.

  2. Double-click on the error code row. Or click Edit.
    You see the Edit

Errors window

  1. Error page.

  2. Review the information, make the appropriate changes, and click Save & Close.
    You can see the modified error

codes

  1. code in the refreshed list.

Delete Error Codes

In the Errors workspace, you can delete the error codes.

To delete errors codes

From

:

  1. In Portfolio Data Center, from the left navigation, click Setup > Errors.
    You see the Errors workspace with the available list of error codes.

  2. Select the error code you want to delete

and click Delete in Manage group of Errors tab

  1. from the workspace.

  2. On the Errors tab, in the Manage group, click Delete.
    You see the

Confirmation

  1. confirmation box

asking

  1. to confirm deletion.

  2. Click OK to confirm deletion.

The

  1. You see the error code

is removed from

  1. no longer appears in the list of available

codes

  1. errors.

Error Codes for Selected Languages

In the Errors workspace, you can create error codes for selected languages.

To define error codes for selected languages

From

:

  1. In Portfolio Data Center, from the left navigation, click Setup > Errors.
    You see the Errors workspace with the available list of error codes.

  2. Click Create New.
    You see the Create New

Error window

  1. Error page.

  2. In the Center list, select Portfolio Data Center.

  3. In the Code box, type a unique identifier for the code, if required.

  4. Select the

severity

  1. Severity for the error. The available options are: Critical; Warning

  2. Provide the description, business description and resolution for the error code in English.

  3. Under Errors tab, in Manage group, click Select Languages.
    You can see the list of

available

  1. languages.

 By

  1.  By default, English is selected.

  2. Select the language which you

require

  1. need for the error code.
    You see the Description section of the selected language appear in the page.

  2. Provide the description, business description and resolution for the error code in the selected language.

  3. Click Save & Close to create the error code in both English and the selected language.
    The system generates the new error code for both the languages and lists it in the Errors workspace.         

Search for Error Codes

In the Errors workspace, you can search for error codes.

To search for error codes

From

:

  1. In Portfolio Data Center, from the left navigation, click Setup > Errors.
    You see the Errors workspace with the available list of error codes.

  2. Click the chevron

Image Removed

  1.  next to the Search icon.

Or select Search, point to New Search in Tools groups of Errors tab.


  1. You see the Search detail pane with the default fields to define your search.

  2. Click

the Add icon Image Removed to

  1. the Add icon to add other search parameters.

Select 

  1. If you want this view to appear each time you open the workspace, select the Make this my default search

 check box to make the search criteria your default

  1.  check box.
    The next time you log on, you see the results of this search reflected in the workspace.

Select 

  1. Select the Open results in new workspace tab check box to display the search result in a separate tab (optional).

  2. From the Save list, select Save/Save as to save the search criteria for future use.

Click 

  1. Click Clear All

 to

  1.  to remove all the selected search criteria.

  2. Select the appropriate search criteria and click OK.
    The system displays the error codes that

match

  1. matches the search criteria.

Define View of Errors Workspace

In the Errors workspace, you can configure the view of the workspace.

To define the view of error

workspace From

workspace: 

  1. In Portfolio Data Center, from the left navigation, click Setup

> Errors

  1. > Errors.
    You see the Errors workspace with the available list of error codes.

  2. Select an error code. The Grid tab is enabled.

  3. Under Grids tab, select Columns in the Columns group to change the order of the columns, if required.

  4. Select Group by to group the error data by a column , if required.

  5. Select Ascending/Descending in Sort and Filter group to sort a column, if required.

  6. Select Custom Filter to apply filters, if required.

  7. To change the view of the workspace, you can rearrange the error data columns, or group the error data by a column, or sort a column, as required.

  8. In the search pane at the top of workspace, click Errors dropdown and select Save/Saveas to save the view of the workspace.

  9. Select Make this my default view

 check

  1.  check box to make the workspace view as your default. 

  2. From the Errors list, select Manage to manage the view of the Errors workspace.