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To add a monthly CPI index rate, use the Add Variable Rate panel.
When you add a rate for the CPI, enter the fields shown in the following table.

Variable Rate Fields Used for Month CPI Index Rate

 

Option

Description

Source Name

Defaults to Eagle PACE in the panel, but you should enter the variable rate source of the entity.

Issue Name

Name of the CPI security.

Symbol

Symbol of the CPI security.

Security ID

ID of the CPI security.

Effective Date

CPI Index Date. This value should be the day of the month that corresponds to the rate (for example, if updating the rate for CPI-U for May, the Effective Date should be 5/1).

Variable Rate

Rate of the Monthly CPI Index.

Schedule Period Types

Index reset frequency (optional and for reporting only)


The following figure shows how to add a rate for the CPI-U table.

Figure 19: Add Variable Rate Panel

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