1. User Guide
  2. Business Rules Administration
  3. Replicating Portfolio
  4. Navigating in the Summary Screen
  5. Replicating Portfolio Summary Page

3.11.1.2 Replicating Portfolio Summary Page

The Replicating PortfolioSummary presents a table containing all Replicating Portfolio that meet your search criteria.

The Replicating PortfolioSummary Page displays the following columns:

  • Code: The Replicating Portfolio code.
  • Name: Displays name of the Replicating Portfolio.
  • Creation Date: Displays the date and time when user created the Replicating Portfolio.
  • Created By: Displays the Name of the user who created the Replicating Portfolio.
  • Modified Date: Displays the Date and Time at which a Replicating Portfoliowas last modified.
  • Modified By: Displays the name of the user who last modified a Replicating Portfolio.
  • Action: Displays the list of actions that can be performed on the Rule.

The Action column on the Replicating Portfolio Summary Page offers the following actions that allow you to perform different functions.

  • View: Click View in the Action column and select View to view the content of a Replicating Portfolio.
  • Edit: Click Edit in the Action column and select Edit to edit the content of a Replicating Portfolio.
  • Delete: Click Delete in the Action column and select Delete to delete an existing Replicating Portfolio.
  • Save As: Click Save As in the Action column to copy and save the selected Replicating Portfolio with a different Code and Name.

You may select or deselect all the Replicating Portfolios in the Summary Table by clicking the check-box in the upper left-hand corner of the Summary Table directly.