Create Portfolio Rule

Perform the following steps to create Portfolio Rule:

1. On the Portfolio Rule Summary page, click the Add icon to open the Portfolio Rule window.
2. Populate the Basic Details tab as tabulated:

   Figure 4-126 Create Portfolio Rule

   
   

   

   
   

   Table 4-65 Basic Details

   Field	Description
   Name	Enter a name.
   Description	Enter a description for the rule.
   Folder	Select a folder from the drop-down list
   Modelling Set	Select a modelling set from the drop-down list. After selecting a modelling set, the Additional Dimensions section with the Industries field appears.
   Product Hierarchy	This field is populated by default.
   Product	Select the Products icon to open the Hierarchy Browser window. Select a hierarchy and then click OK.
   Customer Type	Select a customer type from the drop down list.
   Additional Dimensions	Select the hierarchy icon to open the Hierarchy Browser window. Select a hierarchy and then click OK.
   Product (Table)	Click the Add icon to add the product details (Product, Customer Type, and Industry)to the table. When one product row is added, the Product, Customer Type, and Additional Dimensions fields are reset to their default state. If more product details need to be added then add values in the Product, Customer Type, and Additional Dimensions fields and then click the Add icon. this step can be repeated for multiple product

3. Click Save to save the Portfolio Rule or click Cancel to exit this window.