The System Management module is only available to users who have responsibility for maintaining master data for “slow moving dimensions”. For example Investment Vehicle or Investor.
Within System Management you can always access the this only documentation, by clicking on “Handbook”
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All changes in the model are always performed on the Current version. However, using the scenario functionality allows the user to first back up current assumptions and masterdata and then restore the current assumptions after scenario analysis. Likewise it is possible to prepare different sets of assumptions as a named scenario and replace the current version with the selected scenario and see the impact on the portfolio.
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Important Before a new scenario is created, best save the current state of the data as a “base line” the user can always revert to and maintain all the changes since the last snapshot. |
FX data and currency rates
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