Prerequisites

Before you can track and monitor your positions, you must define limit checking controls to manage your exposures on the Tree Manager - Position Limits page.

You must also determine the method of limit warning notification.

To implement the Position Limit Workflow virtual approval methodology, use PeopleSoft Application Designer to define business processes, activities, business events, worklists, routings, and approval rule sets.

The integration between Treasury and Notification Framework will be delivered as system data to support email and worklist notifications, as shown in this table:

Description	Process Name	Process Category	Navigation
Position Limit Notifications	TR_NOTIFICATIONS	POSITION_LIMIT	Enterprise Components, and then Events & Notifications, and then Notifications Framework, and then Notifications Registry

See the product documentation for PeopleTools: Application Designer Developer's Guide and PeopleSoft Events and Notifications Framework.