Account Summary Integration

The configuration to populate Account Summary table is now available in ALMCS.

Enables reporting on Instrument data.

Steps to enable and configure

1.    Navigate to Maintenance > Account Summary Load Configuration.
2.    Under Select Columns and Group By Dimensions, configure the required selections while retaining mandatory columns and dimensions. Click Save.
3.    Select More Actions > Execute to run the configuration.
4.    Review Last Execution Status and More Actions > Execution Logs (Latest). Review the generated Output Columns after execution.
 

Tips and considerations

NA

Key resources

https://docs.oracle.com/en/industries/financial-services/ofs-analytical-applications/profitability-balance-sheet-base/index.html