29.3 Defining a Pricing Margin Rule: An Example

Define a Pricing Margin Rule using a Rate Dependency Pattern.

1. From the Pricing Margin Assumption Browser page, select Currency (US Dollar) and a Product from the Hierarchy Browser.
2. Select Add New to enter the Pricing Margin Assumption Details page.
3. Select the Rate-Level Dependent – Rate Dependency option.
4. Select Rate Level – Rate Dependency Pattern from the drop-down list.
5. Select Apply to navigate to the Pricing Margin tab where you can define assumptions for each Rate Tier.
6. Add bucket ranges to the page as needed. Optionally, select the Apply Defined Buckets to All Rate Tiers to copy the bucket structure across all rate tier pages.
7. Input Rate Spreads for each bucket range that you define.
   1. You may want to utilize the Data Input Helper to copy an assumption from a row where you have already defined a value or apply a fixed amount down the page.
   2. You can also use the Excel Import/Export feature to add the Date Buckets/Margins infor­mation in the Pricing Margins tab.
8. Select Apply to commit your assumptions for each Rate Tier. Repeat the process for each Rate Tier. After you have defined assumptions for all Rate Tiers, you will return automatically to the Pricing Margin Assumption Browser page.

   Note:

   You can select more than one product at a time from the Pricing Margin Assumption Browser page.

9. When Pricing Margin assumptions are defined for all required product/currency combinations, select Save from the Pricing Margin Assumption Browser page.