Limit Checked

This section discusses the Limit Checked workflow.

Description

Information Type Description

Event Description

When you run the Limit Notification process (TR_POS_NOTFY) from the Limit Notification page (TR_AE_RUNCNTL) to check if a deal has exceeded established position limits.

Action Description

Routes names of positions exceeding limits to an assigned user's worklist for review.

Notification Method

Worklist

Active or Inactive

Active

Workflow Objects

Information Type Description

Approval Rule Set

None

Business Process

Managing Positions (TR_MANAGE_POSITIONS)

Activity

Review and Monitor Positions

Role

None

View Page

Review Limit Notification (POS_NOTIFY)