Install Eagle Enrichment Toolkit Rules

You can add rules into Eagle Enrichment by migrating standard toolkit rules into your environment using the Migration Wizard. To obtain standard migration files, contact your Eagle Relationship Manager (RM) or Eagle Client Operations Manager (COM).

All toolkit rules are shipped as disabled. Before you enable a toolkit rule you must verify that the enrichments meet your business requirements. Best practices dictate that you do not modify toolkit rules. It a toolkit rule meets exact business requirements you can enable it in the main Enrichment window. If the rule does not meet business requirements, you can duplicate and rename it. You can then modify the duplicated rule to meet your specific requirements.

Rule Sets

There are two sets of standard rules provided with Eagle Enrichment. You can identify the rules by their prefixes, _EGNA or _EGAC.

_EGNA Rules

These are generic, non-accounting rules.

_EGAC Rules

Use these rules if you are enriching data from Eagle Accounting. These rules include fields with customizations to support exposure based performance, as well as exposure calculations for futures, equity options, index options, debt options, and adjustments to currencies. _EGAC rules follow.

Migrate Toolkit Rules

You can migrate toolkit rules. 

To migrate toolkit rules:

1. In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Enrichment.
   You see the Eagle Enrichment workspace.

2. Click Migration and select Migrate now.
   You see the Migration Wizard – Step 1 of 3 dialog box.

   

3. Complete the following fields on the Migration Wizard Step 1 of 3 dialog box:
   - Migration Process. Select Migrate into current environment to migrate enrichment rules.
   - File. Browse to the location of the .EGL file to be migrated in.

4. Click Next to continue.
   You see the Migration Wizard Step 2 of 3 dialog box.

   

5. Select a migration rule.
   You can change the owner of the rule or save the rule under a different name.

6. Click Next to continue.
   You see the Migration Wizard Step 3 of 3 dialog box.

   

7. Click Start to migrate the selected rules.

Use the Migration Cart

Complete the following procedure to place rules into the Migration Cart that you want to migrate.

To add items to the Migration Cart:

1. In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Enrichment.
   You see the Eagle Enrichment workspace.

2. Select a rule in the Eagle Enrichment workspace.

3. Click Migration and select Add item to cart. You see the Migration Cart dialog box.
   The system adds the selected rule to the Migration Cart.

   

4. Continue adding rules, or click Migrate to migrate the rules using the Migration Wizard.

Manage Migration Rules

Complete the following procedure to view, copy or create new migration rules.

To manage migration rules:

1. In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Enrichment.
   You see the Eagle Enrichment workspace.

2. Select a rule in the Eagle Enrichment workspace.

3. Click Migration and select Manage migration rules.
   You see the Manage Migration Rules dialog box.

   

4. Select a rule and click View to view the rule details. Click Close when you are done.
   You can either create a new rule, or make a copy of an existing rule and modify it.

5. To create a new rule, click New on the Manage Migration Rules dialog box.
   You see the New Migration Rule dialog box.

   

6. Enter a name and description for the migration rule. Define a duplicate, and duplicate handling for each migration item. Click Save.
   The new migration rule appears in the migration cart.

7. To copy a rule and modify it, select a rule and click Copy.
   You see the Copy Migration Rule dialog box.

   

8. Enter a name for the rule in the Save copy as field and click OK.
   The new rule appears in the list of migration rules.

9. Select the rule and click Edit to make any changes to the rule.

10. Click Save to save your changes.

View Migration Logs

A migration log contains technical information about the migration process. This information is for advanced troubleshooting only in cases where the migration process causes errors.

To view a migration log:

1. In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Enrichment.
   You see the Eagle Enrichment workspace.

2. .Click Migration and select View Logs.
   You see the Migration Log dialog box.

   

3. Click the ellipses (…) to select the migration log file.

4. Click OK.
   You see the migration log file.