Work with Policies

Check for Policy Conflicts

In the Policies workspace, you can check conflicts between the policies, if any.

When you create entities using policies, by default, the system maps the entities to the selected policy. It is important to ensure that Policy criteria does not create entity overlap assignment to more than one policy.

For example, if you create new policy or modify the criteria of any existing packaged policies, do a last-minute check to assure there is no overlap in the criteria such that a single entity qualifies for more than one policy. For example, if you setup a policy that captures, All PORTFOLIOS, and then you set up a second policy as, All PORTFOLIOS with base currency = AUD, then you have created an overlap of criteria, because all Australian portfolios  qualify for both the policies. PDC does not support mapping of one entity to more than one policy. To resolve this overlap, set one policy criteria as, ALL PORTFOLIOS with base currency equal to AUD, and the other policy as, All PORTFOLIOS with base currency not equal to AUD.

To check for policy conflicts:

1. From the left navigation, click Setup > Policies.
   You see the Policies workspace with the available list of policies.

2. Select a policy in the workspace.

3. On the Home tab, in the Actions group, click Check for Conflicts.
   You see the Check for Conflicts dialog. It lists all the entities, which are mapped to more than one policy, if any.
   Otherwise, if there is no conflicts between the policies, it states a message 'No Conflicts were found'. 

4. Click Manual Check to manually run the PDC engine to check for conflicting policies.

5. Click Close to close the dialog.
   You see a red square symbol placed before the conflicting policies in the Policies workspace, if any.

Migrate Policy

In the Policies workspace, you can export or import a policy from one environment to another.

To migrate a policy:

1. From the left navigation, click Setup > Policies.
   You see the Policies workspace with the available list of policies.

2. Select a policy in the workspace.

3. On the Home tab, in the Migration group, select Migrate and then click Export. Note: You can use the import option to import a policy into the current environment.
   You see the Export page. 

4. In the Output File section, use the Browse button to select the output file path.
   You can select the Generate separate egl for each selected item checkbox to get separate egl files for each item.

5. In the Select Migration Rules section, use the lookup to select a migration rule.
   Otherwise, by default, the system selects the Default-Rules.

6. Click Save Items to save the export parameters.

7. Click Export to export the selected policy.
   At the bottom of the page, you can monitor the status of the export.
   The system states a success message on policy export.

Search Policy

In the Policies workspace, you can search for policies.

To search for policies:

1. From the left navigation, click Setup > Policies.
   You see the Policies workspace with the available list of policies.

2. Click the chevron next to the Search icon.
   You see the Search detail pane with the default fields to define your search.

3. Click the Add icon to add other search parameters.

4. If you want this view to appear each time you open the workspace, select the Make this my default search check box.
   The next time you log on, you see the results of this search reflected in the workspace.

5. From the Save list, select Save/Save as to save the search criteria for future use.

6. Click Clear All to remove all the selected search criteria.

7. Select the appropriate search criteria and click OK.
   The system displays the policy (or) policies that matches the search criteria.