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WRITESRS NOTE: MIkeO should review. Sampling option is 2017 R1

In Eagle Accounting, various global process events generate secondary events, or loopbacks. For example, when processing a corporate action, the system first performs a query to determine which entities and securities are eligible for a given corporate action process based on the date range you entered. The query is considered the initial event. The secondary event, or loopback, is the actual processing of the corporate action based on the query results from the initial event.

Each time a loopback is created, the accounting engine writes a record to the ESTAR_LOOPBACK_EVENTS table. When the engine is finished processing the loopback, the record is updated. The Global Process Center looks to this table to determine whether the engine has finished processing an event.

About the Global Process Workspace

For monitoring, the Global Process workspace includes the following areas:

  • Loopbacks Summary. Displays the loopback summary timeframe and associated statistics including loopback status and high level totals.
  • Loopbacks Search Detail. Criteria used to search for jobs associated with loopbacks.
  • Loopbacks. Displays the status of each job for the specified system date and other search criteria.
  • Loopback Details. Displays account and security details for the selected job.

You can query and review processed or pending jobs.

Change Lookbacks Summary Information

The Lookbacks Summary pane displays metrics for jobs that were processed and rejected in the last 24 hours by default. You can change the timeframe used to generate these metrics.

To change the Lookbacks Summary information:

  1. From the Accounting Desk workspace, click Global Process in the left navigation, 
    You see the Global Process workspace.
  2. In the Lookbacks Summary pane, click the icon to the right of the pane name.
    You see the Lookback Summary Settings dialog box. By default, Last 24 hours is selected.
  3. Do one of the following:
    - Select Specific Date and choose a different date.
    - Select Last ### hours and enter the number of hours.
  4. Select the Use Sampling check box to display approximate results for the Lookback Summary pane metrics. Otherwise, clear the check box to display exact results. 
    You can choose this option to increase performance time when the metrics apply to a large amount of data.
  5. Click OK.
    You see the date or number of hours you selected in the pane name. The metrics change to reflect your settings.

Search for Loopbacks

In the Global Process workspace, you can use the Loopbacks Search Defail pane to specify your search critiera used to monitor loopbacks. The Loopbacks pane displays the status of each job that meets your criteria. 

To search for loopbacks:

  1. From the Accounting Desk workspace, click Global Process in the left navigation, 
    You see the Global Process workspace. 
  2. Review the current search criteria displayed at the top of the Loopbacks pane. 
  3. Click Search, and then click New Search, Last Search, or any saved search. Or, cick the Down Chevron to the right of the Loopbacks pane. 
    You see the Search Details pane.
  4. Complete the required search criteria. You can click Add Criteria to manage your choice of search criteria.
  5. Click Search.
    You see the search results based on the criteria you selected. 

View Loopback Details

You can view loopback details by clicking the row for a specific global job in the Loopbacks pane.The Lookback Details pane shows the corresponding detailed information.

The detail from the STAR to PACE Batch job (Event Type = ADDMSTARPOS) is shown below in the bottom pane.

While a loopback is being processed, it is assigned a pending status  . It may be in a pending status for less than a second or much longer, depending on the environment and other engine activity. When processing is completed, the loopback is assigned a Processed status  or a Rejected status  .

If the event is successfully processed, you can use the Position Viewer tool and Eagle reports to validate the accounting results. If the loopback failed, you can view rejection details in the Exceptions workspace in Automation Center and resolve any issues. After resolving the issues, you may need to resubmit the event.

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