4.9.2 Data Stratification Rules

Stratification Rules are defined to specify aggregations that are different from the default. Stratification rules are the primary interface for defining how pools of instruments are assembled.

The engine that does the aggregation and stratification processing is the Data Stratification Rule. This feature enables you to perform mathematically intensive calculations on a relatively small number of instrument pools that are proxies for a much larger number of individual instrument records.

Data Stratification Rules Summary

Figure 4-66 Stratification Rules


Stratification Rules

Search Stratification Rule

Prerequisites: Predefined Stratification Rule

To search for a Stratification Rule:

  1. You can search a Stratification Rule is through the Search drop-down option. Select Stratification Rule Name, Stratification Rule Type, Seeded Stratification Rule Flag, Last Execution Status, and Created By from Search drop-down.
  2. Enter the Stratification Rule Name, Stratification Rule Type, Seeded Stratification Rule Flag, Last Execution Status, and Created By in Search Criteria and click Go.

Rows that contain the string you are searching for are fetched and displayed in the Data Stratification Rules Summary.

The Data Stratification Rules Summary displays the following information:

New Stratification Rule: Click the Add button on the page header to build a new Stratification Rule.

  • Name: The Stratification Rule name.
  • Source Table: Displays the source table name.
  • Target Table:Displays the target table name.
  • Folder: Displays the Folder name where the Stratification Rule is saved.
  • Access Type: Displays the access type of Rule. It can be Read-Only or Read/Write.
  • Last Executed By: Displays the Name of the user who last runs the Stratification Rule.
  • Last Execution Date: The Date and Time when the Stratification Rule was last modified.
  • Execution Status: The status of Stratification Rule after execution.
  • Actions: Click this icon to view a list of actions that you can perform on the Stratification Rule.
    • View: View existing Stratification Rule.
    • Edit: Edit existing Stratification Rule. To edit a rule, you must have Read/Write privilege.
    • Delete: You can delete rules that you no longer require. Note that only Stratification Rule owners and those with Read/Write privileges can delete rules. A Stratification Rule that has a dependency cannot be deleted. A Stratification Rule cannot be retrieved after deletion.
    • Dependency Check: You can check dependencies for rules to know where a particular Stratification Rule has been used. This also prevents accidental deletion of rules having dependencies. Click on the Action icon against the Stratification Rule Name and select Dependency Check to generate a report on all Rules that utilize your selected Stratification Rule.
    • Execute: Select Execute to execute an existing Stratification Rule. After clicking Execute, the Run Parameter Execution window is displayed. Select As of Date (Execution Date) and Legal Entity, and then click Run.