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You can associate a status flag of with any fund/effective date combination by using one of the following methods:

  • During submission on an ad hoc or scheduled basis – Refer to Submit a Model and Schedule Model Submissions for information about managing the status before the data is built in the Mart tables.

  • After submission using Manage Status – You select a list of funds, an effective date or date range, and status to assign to the data.

You can choose to use the Final status designation to indicate data approval in a formal approval process.


To set or change the status of data in the Data Mart:

  1. Click the View Mart Data icon in the left panel of the Manage Mart or Execution Log window.

  2. From the View Mart Data window, click the Manage Status link.
    You see the Change Commit Status dialog box. 

  3. Click the Add link to select the funds needed.
    You see the Entity Selector dialog box.

  4. Choose the list of entities or currencies, or choose all entities or currencies, then click OK.

  5. Select a snapshot from the dropdown, or select All Snapshots to control the status of all snapshots for these entities and dates.

  6. Choose a single For Date or two Between dates to determine the effective date or dates of data for which you want to manage the status.

  7. Click the Preliminary or Final button to set the required status and click OK.