Load Data for Autoperf Calculations

Owned by Tom Fahey (Unlicensed)
Last updated: Aug 07, 2023 by Jacob Mathews (Deactivated)
1 min read

You can use STAR to PACE Direct to load data for use in performance calculations from Eagle Accounting and/or can load data from external systems using Eagle's generic interfaces. If you use:

  • STAR to PACE Direct to load positions and cash for an effective date, STAR to PACE Direct sets the position PERFORM_FLAG value to Y, indicating that the position is ready for performance computations. STAR to PACE Direct automatically sets this flag to Y for backdated positions updates when you use the delta mode, and you can optionally configure the Auto Perf Switch option in STAR to PACE Direct to do so when using the batch mode. For more information, see the STAR to PACE Direct User Guide 2015.

  • Eagle's generic interfaces to load positions and cash for an effective date, ensure you set the position PERFORM_FLAG value to Y. This flags the entity associated with the position as changed and indicates it is available for performance computations. If you update the position, also be sure to set the position PERFORM_FLAG value to Y.

You can also use the Performance uploader to load performance data from an external system. For more information, see the Generic Streams and Data Uploaders Reference Guide.