1. Asset Liability Management Cloud User Guide
  2. Business Rules Administration
  3. Application Specific Rules
  4. Forecast Balance Rules
  5. Forecast Balance Summary Page

4.3.11.2 Forecast Balance Summary Page

This page is the gateway to all Forecast Balance Rules and related functionality. You can navigate to other pages relating to Forecast Balance Rules from this point.

The Forecast Balance Summary Page displays the following columns.

Table 4-66 Forecast Balance Rule – Fields and Descriptions

Column Description
Name Displays the Forecast Balance Rule's Short Name.
MDBSS Hierarchy Select the MDBSS Hierarchy of Forecast Balance rule
Folder Displays the folder of Forecast Balance rule.
Last Modified By Displays the Name of the user who recently modified the Forecast Balance Rule.
Last Modified Date Displays the Date and Time when Forecast Balance Rule was modified recently.
Action Displays the list of actions that can be performed on the Forecast Balance Rule. For more information, see Table 4-13.
Access Type Displays the Access Type of Forecast Balance rule.

Figure 4-110 Forecast Balance Summary Page


Forecast Balance Summary Page

The Action column on the Forecast Balance Summary Page offers several actions that allow you to perform different functions. The following actions are available for the Forecast Balance Rule.

Table 4-67 Forecast Balance Rule – Icons and Descriptions

Fields Description

Add

 Click Add icon at the top right of the Summary Page to build a new Forecast Balance Rule.
Multiple Delete Select one or more rules in the table and then click the Delete icon at the top right of the Summary Page to delete more than one rule at the same time.

View/Edit

 Click on the Action icon against the Forecast Balance Name and select View/Edit to view or edit the contents of a Forecast Balance Rule in Read/Write format. Depending on User Privileges the rule will open in either View or Edit Mode.
Save As Click on the Action icon against the Forecast Balance Name and select Save As to create a copy of an existing Forecast Balance Rule.
Delete Click on the Action icon against the Forecast Balance Name and select Delete to delete an existing Forecast Balance Rule.
Dependency Check Click on the Action icon against the Forecast Balance Name and select Dependency Check to view objects where selected Forecast Balance Rule is used.