Create Cyclical Factors Rule

Perform the following steps to create Cyclical Factors Rule:

  1. On the Cyclical Factors Rule Summary page, click the Add icon to open the Cyclical Factors Rule window.
    Create Cyclical Factor Rule

  2. Populate the Cyclical Factors Rule form as tabulated:

    Table 6-3 Cyclical Factors Rule

    Field Description
    Name Enter a name.
    Description Enter a description for the definition.
    Folder Select a folder from the drop-down list
    Modelling Set Select a modelling set from the drop down list.
    Economic Scenario Rule Select an economic scenario rule from the drop down list.
    Frequency Select a frequency from the drop-down list. The available options are:
    • Monthly
    • Quarterly
    • Half Yearly
    • Annually
    Portfolio Rule Select a portfolio rule from the drop-down list.
    Computation Basis Select a computation basis from the drop-down. The available options are:
    • Count Movement
    • Value Movement
    list.
    Add (Cyclical Factors Details) Click this icon to add a row to the Cyclical Factors Details table.

    When this button is clicked, a new row is added sequentially.

    Baseline (Cyclical Factors Details) Enter a numeric value in this field.
    Positive (Cyclical Factors Details) Enter a numeric value in this field.
    Adverse (Cyclical Factors Details) Enter a numeric value in this field.
    Delete (Cyclical Factors Details) Select a row or multiple rows and then click the delete icon.
  3. Click Save to save the Cyclical Factors Rule or click Cancel to exit this window.