Data Aggregation and Stratification enables you to summarize large volumes of financial instruments to a manageable scale for processing purposes. The engine that does the aggregation and stratification processing is the Data Stratification Rule. This application enables you to perform mathematically intensive calculations on a relatively small number of instrument pools that are proxies for a much larger number of individual instrument records. Using this feature is a multi-step process, which includes:
· Understanding what you want and how you want to aggregate and stratify data
· Optionally defining balance or rate tiers to be used for grouping data
· Configuring the Data Map metadata for the source and target data maps that are to be used on the Stratification Definition page
· Setting up stratification definitions and rules in the Stratification Rule pages
· Testing the rules that you create
This section covers following topics:
· Aggregation Action
· Stratification Action
· Stratification tips