Maintain Performance Data

You can edit or scrub the data underlying a performance report if you have the appropriate privileges to perform data maintenance.

To edit underlying data:

1. From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
   You see the Commit Journal workspace displaying a list of available views in the right navigation.
2. Select a view and click Submit View on the ribbon. Or, double click the view.
   You see the selected view in the workspace.
3. Click View/Download on the ribbon and then select Calculation Results or Calculation Results for This Entity.
   You see the underlying performance calculation results in a new workspace.
4. Select a cell you wish to change and right click to view the Maintain Data options.
   Options include:
   –  Add Security Position
   –  Edit Security Position
   –  Edit Performance Returns
   –  Performance Returns Maintenance Journal
   –  Go to Cash Activity Maintenance
5. To add a security position select Add Security Position.
   You see the Add Security Position dialog box.
6. Enter security and other data in the appropriate fields as needed.
7. To edit a security position select Edit Security Position.
   You see the Edit Security Position dialog box.
8. Select a security and make changes to the appropriate fields as needed.
9. To make changes to an existing value select Edit Performance Returns.
   You see the Edit dialog box showing the Existing Value and a blank field for New Value.
10. Enter a New Value.
11. Click Save.
    You see the changes in the cell, which is now highlighted to show that it has been changed.

Client Side Commit

The Client Side Commit process allows you to manually commit changed performance calculation results to the database.

To manually commit results:

1. From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
   You see the Commit Journal workspace displaying a list of available views in the right navigation.
2. Select a view and click Submit View on the ribbon. Or, double click the view.
   You see the selected view in the workspace.
3. Click View/Download on the ribbon and then select Calculation Results or Calculation Results for This Entity.
   You see the underlying performance calculation results.
4. Edit underlying data as needed.
5. Click Client Side Commit on the ribbon. Or, right click and select Client Side Commit.
   You see the Commit Options dialog box.
6. Select one or more Entities by using the Entity Selector.
7. Select whether you wish to calculate to-date returns, Yes or No.
8. If you selected Yes, specify the returns you wish to commit.
   Options include:
   –  Year End
   –  Quarter End\
   –  Month End
   –  Use the Business Calendar
9. Select Additional Options as necessary.
10. Select the Commit Source.
11. Click Publish.
12. You see a message confirming the action.

Resubmit Performance Calculation

After you make changes or additions to Performance returns, you must resubmit the Performance Calculation report in order for the scrubbed records to be picked up.

To resubmit a performance calculation:

1. After editing a return, select the row you want to resubmit.
2. Select Resubmit Performance Calculation on the ribbon and then select it again from the menu. 
   You see a message confirming that the report was submitted successfully.

Resubmit Calculation with Override

The Resubmit Calculation with Override option allows you to resubmit performance calculation data with different parameters without first needing to download return results. You can enter values that temporarily override the options associated with the report profile and its assigned report rule. You can select dates and entities, report rule, field rule, benchmarks, and commit options.

To resubmit with override:

1. After editing a return, select the row you want to resubmit.
2. Select Resubmit Performance Calculation on the ribbon and then select Resubmit Performance Calculation with Override.
   You see the Submit with Override dialog box with options to select dates and entities.
3. Select an Effective Date option and enter a date or date range to override the value stored in the report profile.
4. If you wish to override the Server Log Level, select a number from 1 to 6.
5. If you wish to specify a new entity, use the Entity Selector and then select Additional Options.
   Options include:
   –  Use Entity History (default)
   –  Auto Add Benchmarks
6. Click the Generate Eagle Eye output check box to run EagleEye Analysis.
7. Click the Stop DQM Processing check box if you wish to avoid having the returns processed through the Data Quality Monitor.
8. You can Override Data Quality Rule(s) by making a selection from the drop-down list.
9. Click the Select Commit Options tab and check whether you wish to commit the returns on the server side.
   If Yes, go to step 8.
   If No,  go to step 18.
10. Click the checkbox to enable Composite weighted benchmark processing.
11. If you wish, you can Commit to Alternate Entity, by entering the name of the entity in the text box.
12. Select how you wish the returns to be committed.
    Options include:
    –  Preliminary
    –  Final
    –  Only if With-in Tolerance
13. If you selected the Within Tolerance alternative, select the Out of Tolerance Status from the drop-down list.
    Options include:
    –  Preliminary
    –  Final
14. Select the Within Tolerance Status from  the drop-down list.
    Options include:
    –  Preliminary
    –  Final
15. Select the Only When Materially Different check box to commit returns only when a value has changed. Then select an Alternate Commit Source from the drop-down list.
16. Select a Security Commit Option.
    Options include:
    –  None
    –  Rollup Relations with Security Level (default)
    –  Rollup Relations only
17. Select a Commit Source from the drop-down list.
18. Click OK.
    You see a message confirming that the report was submitted successfully.