Manage System Settings

21

Data loaded as is for Portfolio Data Center. If value is 1, then data will be translated by PDC engine.

It is a code driven setting used by the PDC DB selector for converting field value.

 0: No, 1: Yes. Default is 1.

22

Commit Data Language ID. 

PDC identifies the language by using this setting to display or save multilingual fields data. For example, to view in Chinese Simplified language, set the language ID here.

L_ID from pace_masterdbo.egl_languages. Default is 0.)

24

Write Rejection Process.

When enabled, PDC writes exceptions into the ESTAR.ESTAR_EVENT_REJECTION table.

 0: No, 1: Yes. Default is 1.

25

Process Only Deltas. 

Used while processing a policy. If this system setting is enabled, only the unprocessed entities (that is the delta entities) alone are processed.

 0: No, 1: Yes. Default is 1.

27

Check for conflicting entities between Policies.

PDC Engine checks for conflicts only when this setting is enabled. When this option is set with '0' the red color indicator is not shown when you manually do the policy Conflict Check.

 0: No, 1: Yes. Default is 1.

28

Time out period in minutes for locking entities. 

Used to specify the time out period in minutes for locking entities.

> 0. Default is 10 minutes

29

Data limit to enable bulk updater [MERGE] mode.

PDC Engine uses this row limit to switch between bulk updater and row by row updater. If the number of rows are greater than this limit then the system switches to bulk updater.

> 0. Default is 10

30

Time out period in minutes for engine locked entities.

The number of minutes used in Entity Handlers for Locking Entities.

> 0. Default is 60 minutes

31

Maximum bulk data size of rows, for database bulk read [SELECT] operation.

This controls how many rows you need to select in bulk while fetching data.

> 0 and < 100,000. Default is 10,000

32

Maximum bulk data size of rows, for database bulk write [INSERT] operation.

This controls how many rows you need to include for bulk inserts.

> 0 and < 100,000. Default is 10,000

34

Entity Name field

There are multiple places where the entity name is shown without having to specify a field. By default the value for internal field 389 (entity name) is shown. You can change it to legal name or long name or reporting name by resetting the field attribute ID.

Default is 389.

35

Delta Process: Number of days to go back historically, and go forward in future for effective dates. 

This controls how far back and far into the future the delta process looks for changes. Delta process will look to only entities that have been updated since the last time the entity was processed by the engine. This setting allows control processing when making changes to older records or ones made in advance.

>= 0. Default is 7 days.

36

Component Access: Enable Journal Write Process.

When you enable this, PDC Engine writes all changes of data into PACE_MASTER.DBO.JOURNAL_MASTER and PACE_MASTER.DBO.GENERIC_JOURNAL_DETAILS tables

0 or 1. Default is 0.

37

New Account underlay days till expiration

Newly created entities are established using underlays. The duration of the underlay (the end date of the underlay) is determined by this setting.

Default is 30 days.

38

Authorize new fund setup

Controls whether manually created entities require entity level authorization before being released. A value of 0 means that the new entities does not generate an entity level authorization. A value of 1 means the authorization are generated for entities created with policies enabled to do so.

0 or 1. Default is 0.

39

Authorize duplicate history

When a history record is duplicated (to a new change date) you can generate an entity level authorization. Conceptually, some clients consider the creation of a new history as worthy or requiring authorization. However, since the duplicate history process runs all field validations automatically, the setting is defaulted to no, that is, when you duplicate history records, an entity level authorization is not generated.

0 or 1. Default is 0.

1000

Client: Fields to display on entity summary screen

The fields that are available as columns in the display area when you have selected the All left navigation category.

1001

Client: Fields to filter on entity summary screen

The fields that are available as filters in the search area when you have selected the All left navigation category.

1004

Client: Entity fields to display during entity lookup from Logic Builder

These are the entity columns displayed in Logic Builder area when you use the Test: Evaluate/Show Details option.

1005

Field types supported in PDC

This setting is used while loading the fields for PDC, that is, we specify the field types that are allowed in PDC while adding to the Field Groups.

Default value is E, DE, EX, EC, PR, CM, EL

1006

The default prefix to use for migration ids of PDC meta data elements

Allows a custom prefix to be added to the instance numbers of metadata components.

1007

Restrict what fields are available in the logic builder when configuring setup items.

This setting is used in PDC for restricting the fields displayed in logic builder (the Policy Criteria screen). 

Default value is E,  DE

1008

Client: Fields to display on Accounts entity summary screen

The fields that are available as columns in the display area when you have selected the Portfolios left navigation category.

1009

Client: Fields to filter on Accounts entity summary screen

The fields that are available as filters in the search area when you have selected the Portfolios left navigation category.

1010

Client: Fields to display on Composites entity summary screen

The fields that are available as columns in the display area when you have selected the Composites left navigation category.

1011

Client: Fields to filter on Composites entity summary screen

The fields that are available as filters in the search area when you have selected the Composites left navigation category.

1012

Client: Fields to display on Market Indexes entity summary screen

The fields that are available as columns in the display area when you have selected the Indices left navigation category.

1013

Client: Fields to filter on Market Indexes entity summary screen

The fields that are available as filters in the search area when you have selected the Indices left navigation category.

1014

Client: Fields to display on Lists entity summary screen

The fields that are available as columns in the display area when you have selected the List left navigation category.

1015

Client: Fields to filter on Lists entity summary screen

The fields that are available as filters in the search area when you have selected the List left navigation category.

1016

Client: Default panel path location

This is the default path to store PDC panels on Linux Server under ..\estar\tpe\dynamic\dat\ folder. We are using \eagle\pdc\accounts\ as default path. This path should never be changed. 

1017

Client: Fields to filter on manage overrides screen

The fields that are available as filters in the search area when you are viewing the manage overrides screen.

1018

Client: Fields to filter on manage released exceptions screen

The fields that are available as filters in the search area when you are viewing the released exceptions screen.

1019

Client: Entity summary show release levels greater than this value as green

The summary screen has different color coded symbols for entities that are fully or partially released, while the highest level representing fully released. Since it is possible to add additional release levels, this setting allows you to decide which level(s) is show as green.

Default is 3

1020

Client: Fields to display on Accounts mutual fund summary screen

The fields that are available as columns in the display area when you have selected the Mutual Fund left NAV category.

1021

Client: Fields to filter on Accounts mutual fund summary screen

The fields that are available as filters in the search area when you have selected the Mutual Fund left NAV category.