Defining Income Statement Rules

This section provides an overview of income statement rules and discusses how to set up income statement rules.

Pages Used to Set Up Income Statement Rules

Page Name	Definition Name	Navigation	Usage
Income Statement Rules - Definition	FI_BISR_DEFN	select Financial Services Industries, then select Financial Rules, then select Income Statement Rules, then select Definition	Assign a risk weighted capital ruleset to an income statement account.
Income Statement Rules - Notes	FI_BISR_NOTES	select Financial Services Industries, then select Financial Rules, then select Income Statement Rules, then select Notes	Enter information relating to the income statement rule.

Understanding Income Statement Rules

For risk calculations that are based on income or expense levels, assign risk-weighted capital rules to income statement accounts. For example, you may want to allocate capital for legal or operational risk based on the income that is generated by an activity or product line. If so, you can use the income statement rules to set up rules that enable the appropriate amounts to be processed during reconciliation.

Note: Income statement rules are used by the PeopleSoft Risk-Weighted Capital application only.

Income Statement Rules - Definition Page

Use the Income Statement Rules - Definition page (FI_BISR_DEFN) to assign a risk weighted capital ruleset to an income statement account.

Navigation

select Financial Services Industries, then select Financial Rules, then select Income Statement Rules, then select Definition

Image: Income Statement Rules - Definition page

This example illustrates the fields and controls on the Income Statement Rules - Definition page. You can find definitions for the fields and controls later on this page.

To set up income statement rule definitions:

Specify in the Account Node field the PF Ledger tree node that contains the PF Ledger accounts that are related to this rule.
Select a constraint code to limit the range of balances that are included in this income statement rule.
Select the RWC ruleset ID to define this income statement rule.