Use the Performance Composite Builder

Next, you define the process rules that the Performance Composite Builder, the automated composite constituent build program, follows for the Performance Composite.

In the GIPS Composite workspace, select the Performance Composite, and click Submit Build. You see the Submit Build dialog box which enables you to specify the parameters for the build.

The composite builder process is run for a particular effective date, such as monthly. You can set the process to build the relationship between composites and constituents automatically or manually.

  • Select the Commit with final status check box to build the relationship between composites and constituents automatically and automatically approve any changes.

  • Select the Place in pending status in the Composite Approval check box, to manually approve the changes found by the composite build process.

The Eagle Performance Composite Builder can build Performance composites containing thousands of constituent portfolios in minutes. The builder processes are optimized for increased throughput in the entity data fetch, inclusion criteria analysis, and database inserts and updates to support very high volumes.