2.2.5 Quick Tour
The following table provides a bird's eye view of the tasks and the order to execute these tasks using the application. Click the links to read details of each task. You can use the links on this page to help you immediately begin using ALM Cloud Service.
Table 2-10 Quick Tour
| Order | Task | Who Does This? | Action |
|---|---|---|---|
| 1 | CPQ Order Placement | Tenant Admin | Subscribe to the application. You will receive a Welcome e-mail with the URL and temporary password. |
| 2 | Provision Users | Sys Admin |
Configure the Security Management System (SMS) to create users, assign roles, and implement user authorization and authentication. For more information, see Getting Started. Review Standard User Groups and Roles Create Groups and Roles Create/Import Users Assign applications and groups to users Send notification to users. |
| 3 | Set up Application | Business User (ALM Admin) |
Performs following tasks: Setup Folder Extend Data Model (if required) Turn on seeded fields Register table-column from UI Placeholder Dimension and Column Registration. |
| 4 | Configure Rules | Business User (ALM Analyst) |
Configure following ALM Rules: Activate Currency Configure or load Dimension Members and Attribute Configure or Load Hierarchy Set global application and user preferences Configure Economic Indicator Configure Interest Rate Curve Configure Holiday Calendar Configure Repricing Pattern Configure Behavior Pattern Configure Prepayment Model Configure Prepayment Rule Configure Forecast Rates Configure Discount Methods Configure Filter Configure new Cash Flow Edit Rules Configure Static Deterministic Process Configure Cash Flow Edits Process
|
| 4 | Create and Execute Jobs and Batches | Operator |
Setup Technical Configuration for ALM Configure Batches for Data Loaders Configure Batches for Cash Flow Edits Process Configure Batches for Static Deterministic Process For more information, see Scheduler Service. |
| 3 | Load Data | Data Admin |
Configure Data File Specifications Load Historical Interest Rate Curve Data from UI Load Historical Currency Exchange Rate Data from UI Load Historical Economic Indicator Data from UI Upload Dimension Data files to object store Run Dimension Data Loader Update Dimension Data from UI Upload Instrument Data files to object store Run Stage Instrument Data Loader For more information, see Data Loading. |
| 5 | Run Process Rules, generate and analyze Reports | Analyst |
Review raw Data Analysis Report Correct/reload data files and rerun Stage Loader, if required Run Processing Instrument Data Loader Review Instrument Data Report Run Static Deterministic Process from process UI and/or Batch Review Cash Flow edit log and modify data, if required Run Static Deterministic Process from process UI and/or Batch Review Static Deterministic Process Log Review ALM Report |