1. Asset Liability Management Cloud User Guide
  2. Business Rules Administration
  3. Reference Data
  4. Product Characteristics
  5. Create Product Characteristic Rules
  6. Using Assumptions

4.1.9.3.1 Using Assumptions

This section describes about using the assumptions.

Assumption Browser

From the Assumption Browser window, select the product (or products).

  1. Select the Add Assumption.
  2. Type a value for each mandatory field. Mandatory input fields are marked with a red asterisk.

You can optionally select one of the seeded Product Profile templates or a user-defined Product Profile to prepopulate the appropriate Product Characteristic fields.

Assumption List Tab

The Assumption List tab is present next to the Assumption Browser in all the windows which have the Assumption Browser. This tab provides the following five search fields:

  • Dimension Member Code
  • Dimension Member Name
  • Dimension Member Description
  • Dimension Member Status
  • Is Leaf

Dimension Member Code, Name, and Description provide filter criteria for search such as Contains, Starts With, Ends With, and Exactly Matches.

Dimension Member Status is a drop-down list containing values such as, Defined, Not Defined, Inherited, Defined and Inherited, and All.

Is Leaf is a check box that can be toggled.

The search icon initiates the search on the Assumption Browser based on the filter criteria provided in the above-mentioned fields. Reset restores the default search criteria.

The search results will flatten the hierarchy and display all of the products that meet the input criteria. Use the pagination widget to display the number of products per page (up to a maximum of 99). You can proceed to edit or create new Rules in the assumption list tab.