Enhanced standard process source selection via product hierarchy

Standard Process source selection has been enhanced to provide greater flexibility by allowing portfolio selection via a product hierarchy; User doesn’t need to know where the accounts corresponding to a product reside, product dimension member and instrument table mapping need to be available in advance to use this option.

The key changes include:

• A new task component “Product Hierarchy Instrument Mapping “ is introduced to fetch and store the mapping between product dimension member and instrument table; which will be subsequently used in FTP engine execution to pick accounts corresponding to selected portfolio (product dimension member and currency)
• New configuration steps have been introduced to support Product Hierarchy–based data selection.
• Users can now select data sources using either By Table or By Product Hierarchy, depending on business requirements.

Business Benefit:

This enhancement improves usability and clarity in data selection, supports more granular and hierarchy-driven configuration, and enables users to precisely control source data for calculations, reducing configuration errors and improving efficiency.

Steps to Enable and Configure

You don't need to do anything to enable this feature.