1.31.1 Age Based Tab

This topic explains the Age Based Detail of Portfolio Rebalance Rule Detail screen.

This tab is enabled only if you have selected Rule Type as Age. Model portfolio can be provided for each age slab for age based rule.

Sequence number should be unique number for each slab, if there is any duplication or invalid data, system will display an error message as E-INVSLABNO - Invalid slab sequence number.

For age based setup, slab details are mandatory. The system will validate the same and display an error message as E-INVAGESLAB - Slab Detail is mandatory for Age Based Rule Type if slab details are not provided.

To Age should be greater than From Age in slab maintenance. If there is an overlapping of age slab, then the system will display an error message as E-AGEOVERLAP- Age range should not overlap.

1. On Portfolio Rebalance Rule Detail screen, click Age Based tab to view the following details.
   The Age Based details are displayed.

   Figure 1-36 Age Based

   
   

   
   Description of "Figure 1-36 Age Based"

   
   
2. On the Age Based tab, specify the fields.
   For more information on fields, refer to the field description table.

   Table 1-32 Age Based - Field Description

   Field	Description
   Slab Sequence No	Display The system displays the slab sequence number.
   From Age	Numeric; 3 Characters; Optional Specify the age from when the portfolio rebalance to be considered.
   To Age	Numeric; 3 Characters; Optional Specify the age till when the portfolio rebalance to be considered.
   Model Portfolio ID	Alphanumeric; 16 Characters; Optional Select model portfolio ID from the option list. The list displays all valid model portfolio ID maintained in the system.