As mentioned earlier, an additional Performance System Parameter option was added to support specific monthly build requirements. If Monthly Mode (1 = Enabled) is enabled, this results with all changes Approved during any day in the month being automatically pushed back to the first day of the current month. As a result, the Start Dates and Stop Dates for all membership changes are committed to ENTITY_RANGE_DETAILS as of the first of the month.

This ensures that constituents are entered and removed from a composite for the full month. This mode is commonly used by clients that enter/update entity characteristics during the month and as a result, are required to run daily builds. Daily builds ensure that these characteristic changes are interrogated during the build process if they are used as part of the Performance Composites rules-based criteria.

The Composite Approval module offers virtually the same functionality in Monthly Mode and Default Mode. However, specific logic is applied to support first-of-the- month methodology as it relates to composite inclusion/exclusion and Start/Stop Dates.

Pending Approvals (Monthly Mode)

The Pending Approvals tab must consider the Monthly Mode setting. To illustrate, consider an example where a client executes daily builds for 1/1/1980 through 1/31/1980 for the composite shown in the following figure. The builds for the composite determined that JKEnt3a, JKEnt3b, JKEnt3c, and JKEnt3d met the composite criteria with an Effective Date of 1/4/1980. Additionally, JKEnt74 and JKEnt79 met the criteria with Effective Dates of 1/7/1980 and 1/31/1980, respectively. However, the Start Dates have been converted to 1/1/1980, since Monthly Mode is enabled.

The Performance Composite Pending Approval Details screen allows you to Approve or Reject each individual record for a given composite. Check the check box next to the entity and click Approve at the top of the screen. This commits the membership change into ENTITY_RANGE_DETAILS for the composite (JKACOM11) for the selected entity with the appropriate Start Date or End Date, which in this case is 1/1/1980. If it is determined that the change is not valid, click Reject to ensure the record is not committed.