1. User Guide
  2. Business Rules Administration
  3. ECL Rules
  4. Portfolio Rules
  5. Portfolio Rule Summary Page
  6. Edit Portfolio Rule

Edit Portfolio Rule

The edit feature enables you to update the details of an existing Portfolio Rule. Perform the following steps to edit an existing Portfolio Rule:

  1. In the Portfolio Rule list, select the Action icon adjacent to the Portfolio Rule name that you want to edit.
  2. Click Edit to open the Portfolio Rule window.
  3. Update the required fields. Only the Name, Folder Modelling Set, and Product Hierarchy fields are not editable.
  4. Click Save.

    The saved Portfolio Rule is displayed in the Portfolio Rule list on the Portfolio Rule Summary page.