Manage Portfolio Data Center Field Settings

Portfolio Data Center allows you to configure how a field is treated throughout the PDC application. This setting is only specific to PDC. Fields are described as metadata configurations applicable to a field attribute. This option allows you to set PDC type options against the field attributes you interact with. It is important to note that while the field configuration defines the default behavior of a field within PDC, it is possible to override the field configuration at the policy level.

For example, you want to maintain entities in PDC via several different policies. Also, you want to make Inception Date as a vital field for all entity types except for one where it is optional. You can add a validation to the Inception Date field such that, by default, all policies that contains the field inherits that validation. Then you need to turn off the validation for that one policy alone.

On this page

About the Ribbon

The Portfolio Data Field Settings workspace Home tab provides you with following set of options to manage PDC fields.

Group	Option	Actions
Manage	Edit	Edits a field setting.
	Audit	Lists manual changes made to the fields.
	Add to Field Group	Adds a field to a field group.
Distribution	Print	Prints the field settings data displayed in the workspace.
Distribution	Export	Exports the field settings data displayed in the workspace to an Excel or CSV file.
Clipboard	Copy	Allows you to select an item in the workspace and copy it to the clipboard.
Refresh	Refresh Screen	Refresh the results in the workspace.
Tools	Search	Allows you to search, view recent field searches, and save the search criteria for reuse.
Tools	Find	Enables you to find data in the workspace.

Modify PDC Field Settings

In the Editing Field page, you can configure the PDC field options.

Define the PDC Field Settings

In the Editing Field wizard's Portfolio Data Settings page, you can define the field settings.

To define the PDC field settings:

From the left navigation, click Setup > Metadata > Portfolio Data Field Settings.
You see the Portfolio Data Field Settings workspace with the available list of fields.
Select the field you want to modify from the Portfolio Data Field Settings workspace.
Otherwise use the Search option to search for the field.
Double-click on the field. Or click Edit in the Home tab.
You see the Editing Field page.
The Field Name, Description and Type displays the name, description and type of field.
You cannot modify the field name, description and type.
Click the Release Level list to select the release level for the field.
This allows you to set the hierarchical level that the field can achieve as long as this field passes all validations.
By default, there are 4 release levels in PDC starting with not released and culminating with fully released. Depending on your specific needs, you can label the fields as 1, 2 or 3 with each level being an accumulation of the prior.
During implementation, it is permissible to augment the number of levels as well as the description related to each level.
Click the Enrichment Rule list to select an enrichment rule for the field.
This allows you to attach a logic builder equation in order to derive the value which is to be used for a field. For example, assume the value of Field C is derived as 'if Field A = XYZ then Field B x 123 else 999'. You can create a custom field PDC Derived Field 1 with the aforementioned logic and then use the PDC field settings option to edit Field C and add PDC Derived Field 1 into the enrichment space.
Select the Authorization Needed check box to generate authorization for the field, as needed.
If you enable this option, then a pending authorization is generated and the change is not appended to the master record until someone else authorizes the change.
Select the Required check box to make the field as a mandatory one, as needed.
If you enable this option, then this field is indicated with a red asterisk to show it as a mandatory field.
Select the Hidden check box to make the field hidden from view, as needed.
If you enable this option, then this field is not seen by any user when they look at entity details.
Select the Locked check box to lock the field, as required.
If you enable this option, the user can see the value in the field but not change it even if they are in the appropriate business group.
In the Validation section, select the validation to associate with the field.
By default, the Available Validations box lists the available validations defined in the Validation configuration.
Select the validation to associate with the field in the Available Validations box and click Add to add the field to the Selected Validations box.
Select the validation in the Selected Validations box and click Remove to move the validation to the Available Validations box.
You can select one or more validations from the list and also you can determine which validation to use at the policy level. So if a field is used in multiple policies but each one needs a slightly different validation, that you can accomplish it by selecting multiple validations in Available Validations box.
Click Next.
You see the Field Groups page.

Assign the Field

In the Editing Field wizard's Field Groups page, you can assign the field to Field Groups.

To assign the field:

Click the Field Groups list to assign the field to one or more Field Groups.
You see the selected field groups gets listed in the Selected Field Groups section.
Click on the Field Group to see all the fields associated with the Field Group.
You see the fields in the Organize Fields in Selected Field Group section.
Click Next.
You see the Policy page.
The Policies page lists the Field Groups and the associated policies.
Click Save & Close to save the PDC field configuration.
A confirmation message to confirm the change is modified in all the policies associated with the field is shown.
Click Yes to confirm the modification.
The system modifies the field and lists it in the PDC Field Settings workspace.

Audit PDC Field Settings

PDC allows you to audit the modified field setting and compare it with original configuration.

To audit the field setting:

From the left navigation, click Setup > Metadata > Portfolio Data Field Settings.
You see the Portfolio Data Field Settings workspace with the available list of fields.
Select the field you want to audit from the Portfolio Data Field Settings workspace.
You see the Audit page. Note: Only for the modified field configuration, you see the audit details. Otherwise, the message 'No Data to Display' is shown.
The Audit page list the Change Type, Category, Last Modified By and Last Modified On details.
Select the record and click View Audit Record to view the entire audit details of the field.
Click Compare Audit to Current to compare the audit details with the current changes.