Portfolio Rule Summary Page

This page is the gateway to the Portfolio Rule feature and related functionality. To access this page from the LHS menu, click Models, then click PD Model, and then click Portfolio Rule. You can navigate to other pages that are related to Portfolio Rule from this point.

The Portfolio Rule Summary page displays the following columns:

Figure 4-118 Portfolio Rule Summary Page

Table 4-63 Portfolio Rule Summary page – Fields and Descriptions

Column	Description
Name	Displays the Portfolio Rule's name.
Add	Click the Add icon to create a new Portfolio Rule.
Delete	Select the desired Portfolio Rule Name and then select the Delete icon.
Refresh	Click the Refresh icon to refresh the Summary Page.
Help	Click the Help icon to view the Portfolio Rule's help.
Search	Use this field to search for a Term Structure Rule to View, Edit, Copy (Save As), Delete, Download, and find the Dependency Information an Portfolio Rule. For more information on using this feature, see the Search a Portfolio Rule section.
Field Search	Enter the name of the Portfolio Rule to filter the list of Portfolio Rulees by values that match the search term. For more information on using this feature, see the Search a Portfolio Rule section.

The Portfolio Rule pane on the Portfolio Rule Summary page displays the list of Portfolio Rule and offers several actions that allow you to perform different tasks. The following tasks are available for the Portfolio Rule in the Action column.

Table 4-64 Portfolio Rule – Icons and Descriptions

Column	Description
View	Click the Action icon adjacent to the Portfolio Rule Name and select View to view the contents of a Portfolio Rule in read format.
Edit	Click the Action icon adjacent to the Portfolio Rule Name and select Edit to edit the contents of a Portfolio Rule.
Save As	Click the Action icon adjacent to the Portfolio Rule Name and select Copy (Save As) to create a copy of an existing Portfolio Rule.
Delete	Click the Action icon adjacent to the Portfolio Rule Name and select Delete to delete an existing Portfolio Rule.
Dependency Information	Click the Action icon adjacent to the Portfolio Rule and select Dependency Information to check the higher and lower order dependencies for an existing Portfolio Rule.