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 Maintenance, then click ECL Rules, and then click Portfolio Rules. You can navigate to other pages that are related to Portfolio Rule from this point.

Figure 4-125 Portfolio Rule Summary Page

• Create
• View
• Edit
• Download
• Copy (Save As)
• Delete
• Dependency Information

The Portfolio Rule Summary page displays the following columns:

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.
	Click the Refresh icon to refresh the Summary Page.
	Click the Help icon to view the Portfolio Rule's help.
Action	Click the Action icon that contains the Refresh icon to refresh the summary page or the Help icon to view the help page for this feature.
Export	Click this icon to export the list of definitions in a .csv format.
Column	Click the Columns icon to open the Columns window. In this window, deselecting the check box for a column will hide it from the page. Select the check box again to reveal a field or click Restore Defaults to restore the columns to it's default state.
Search	Use this field to search for a Portfolio 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.

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.