Access PDC Setup Workspace

To access the Portfolio Data Center's Setup workspace:

1. From any Eagle window, click the Eagle Navigator button.
2. Enter Portfolio Data Center in the Start Search text box and click the Portfolio Data Center link. Or, click All Programs and select Portfolio Data Center.
   You see the Portfolio Data Center with the Entities workspace as the default.
3. Click Setup in the left navigation.
   You see the Setup workspace. Setup options available in the left navigation include:
   - Policies (workflow templates). This option allows you to create, edit and manage policies.
   - Field Groups. This option allows you to create field groups.
   - Validations. This option allows you create validations for field vales.
   - Errors. This option allows you to add error codes and descriptions for use with validations.
   - Metadata. This option allows you to set up metadata, including code values, direct and derived field attributes, create and manage new tables and fields, PDC field settings and data sources.
   - Entity Tab Configuration. This option allows you to create and manage entity tabs. Entity data tabs provide view-only access to financial and analytics data within the entity details.
   - Policy Types. This option allows you to create and manager custom policy types.
   - Disclosures. This option allows you to create and manage disclosures. A disclosure is a statement that provides additional information about an entity, such as the basis of a calculation.
   - System Settings. This option allows you to customize Portfolio Data Center system settings and engine behavior.
   - Asset Mix policy and Fee Schedule. This option allows you to create and manage asset mix policy ad fee schedule.
   - Issuer to Entity Relationship. This option allows you to configure issuer to entity relationship.