1. User Guide
  2. HM Valuations Processing
  3. Overview of HM Processes

Overview of HM Processes

HM Processes allow you to perform the following tasks:

  • Determine the data that you want to process (Product Hierarchy block).
  • Submit to the HM processing engine the financial element results you want to calculate (Calculation Elements).
  • Specify to the HM processing engine the product characteristics, prepayments, discount methods, and forecast rate assumptions to be used in the process (Rule Selection blocks).
  • Define the output dimension and what additional attributes must be updated at the instrument level (Output Preferences block).
  • Enable the output of detailed cash flows or forecast interest rates for audit purposes (Audit Options block).
  • Define the processing parameters for a reprocess on an existing run or an entirely new process (Processing Parameters block).
  • Formulate and execute the HM processing request and generate results (HM Process Summary page).