5.2 Common Rules

This section covers the following topics:

  1. Preferences: This section covers the procedures to set the Global Preference Settings and User Preference Settings.
  2. Behavior Pattern: User Defined Behavior Patterns allow you to define Principal Amortization Schedules for Non-Maturity Products in your portfolio.
  3. Repricing Pattern: User Defined Repricing Patterns provide a mechanism to capture Instrument Repricing Patterns that are too complex to be accommodated through the use of the Standard Account Table Fields.
  4. Payment Pattern: User defined payment patterns allow you to define custom repayment patterns for products in your portfolio.
  5. Holiday Calendar: A Holiday is a day designated as having special significance for which individuals, a government, or some religious groups have deemed that observance is warranted and thus no business is carried on this day.
  6. Management Ledger Configuration: This section covers the procedure to define the Functional Currency and the Fiscal Year Start Month for each registered Management Ledger Table.
  7. Ledger Load History: Ledger Load History allows you to review the Runtime History of a Management ledger Load.
  8. Filters: Filters allow you to select data using the defined expressions.