2.2.3 Guidelines for Working with ALM
This topic describes an approach to designing and building applications based on your Security Role and the tasks it enables you to perform.
For ALM Administrators
ALM Administrators can perform the following steps to set up ALM:
- Define the folders before creating the assumptions, rules, and processes.
- Extend the Data Model, if required, by registering placeholder columns and tables.
For ALM Analysts
ALM Administrators and Analyst Users of ALM can perform the following steps to set up an application:
- Activate one or multiple Currency
- Define dimensions (such as business dimensions, and so on) using Dimension Management to build the main objects within the application.
- Define Global, User, and Application Preferences
- Define the Interest Rates and Economic Indicators
- Create assumptions and rules.
- Define Cash Flow Edits Process and ALM Processes
- Load the data.
- Create and execute the batches
- Validate the ALM Application Structure to ensure that the application structure confirms to Validation Rules.
- Set up analysis views and other analytic tools so those with User and Viewer Roles can use them.
- Analysis the results.
For ALM Auditor
All users, including ALM Auditor, can do most of the following:
- View rules and assumptions setup in ALM.
- Analyze the Calculated Result Reports.
- Use the analytics features to track and report on ALMBI.