5.2.3 Repricing Patterns

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. You can utilize a Repricing Pattern to generating Cash Flows by entering the Adjustable Type Code as “Repricing Pattern” along with actual Repricing Pattern Code for the relevant Instrument Records.

The procedure for working with and managing Repricing Patterns is, similar to that of other Oracle Business Rules.

Repricing Pattern Summary

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

Figure 5-45 Repricing Summary


Repricing Summary

Search Repricing Pattern

Prerequisites: Predefined Repricing Pattern

To search for a Repricing Pattern:

Click Search after entering the search criteria. The search results are displayed in a table containing all the Repricing Patterns that meet the search criteria.

Or

An alternative method to search a Repricing Pattern is through the Field Search option. This is an inline wildcard UI search that allows you to enter a search value (such as code, name, etc.) partially or fully. Rows that contain the string you are searching for are fetched and displayed in the Repricing Pattern Summary. You can enter the Code, Name, Description or Pattern Type of the Repricing Pattern and click Search.

The Repricing Pattern Summary displays the following information:

Add: Click the Add icon on the page header to build a new Repricing Pattern.

Multiple Delete: Enables you to select and delete one or multiple rules in the table simultaneously.

  • Name: The Repricing Pattern's short name.
  • Pattern Type: The Repricing Pattern Type, such as Absolute or Relative.
  • Created By: The Name of the user who created the Repricing Pattern.
  • Created Date: The Date and Time at which the Repricing Pattern was created.
  • Last Modified By: The user who last modified the Repricing Pattern.
  • Last Modified Date: The Date and Time when the Repricing Pattern was last modified.
  • Action: Click this icon to view a list of actions that you can perform on the Repricing Pattern.
    • View/Edit: Based on the user privilege assigned, you can either only view or edit existing Repricing Patterns. To edit a rule, you must have Read/Write privilege.
    • Save As: You can reuse a Repricing Pattern by saving it under a new name thus saving time and effort in entering data multiple times; it also leads to reduced data entry errors.
    • Delete: You can delete Repricing Patterns that you no longer require. Note that only Repricing Pattern owners and those with Read/Write privileges can delete Repricing Patterns. A Repricing Pattern that has a dependency cannot be deleted. A rule cannot be retrieved after deletion.
    • Dependency Check: You can perform a dependency check to know where a particular Repricing Pattern has been used. Before deleting a rule, it is always a good practice to do a dependency check to ensure you are not deleting Repricing Patterns that have dependencies. A report of all rules that utilize the selected Repricing Pattern is generated.