8.2 Understanding Run Management Summary

  1. In Oracle Financial Services Analytical Applications Infrastructure home screen select, Financial Services Liquidity Risk Management.
  2. To open the Run Management window, select Liquidity Risk Management then select Run Management on the Left-Hand Side (LHS) menu.

    Figure 8-5 Run Management Summary


    The image displays the summary window in the LRMM application, where users can define, approve, execute, and manage Run definitions. It includes search filters and a list view of all defined Runs, along with actions like edit, delete, copy, and view execution or approval details

    The Run management summary window of the LRMM application allows you to define, approve and execute Run or Runs.

    This is the search section which contains multiple parameters. You can specify one or multiple search criteria in this section. When you click the search icon, depending upon the search criteria, this filters and displays the relevant search combination parameters under the Run Management Summary as a list.

    Table 8-1 Run Management – Fields and Descriptions

    Search Field or Icon Description

    Search

    This icon allows you to search the Run definition based on the search criteria specified. Search criteria include a combination of Run Name, Folder, Approval Status, and Run Type. The Run definitions displayed in the Run Management Summary table are filtered based on the search criteria specified on the clicking of this icon.
    Reset This icon allows you to reset the search section to its default state that is, without any selections. Resetting the search section displays all the existing Run definitions in the Run Management Summary table.
    Run Name This field allows you to search the pre-defined Run based on the Run name. Enter the Run name.
    Folder This field allows you to search for the pre-defined Run definitions based on the selected folder. This field displays a list of folders that you have access to as a drop- down. The selection of a folder from the drop-down list displays only those Run definitions that have been defined within the selected folder/segment in the Run Management Summary table.
    Run Type This field allows you to search the pre-defined Run based on Run Type (Contractual, or BAU). You need to specify the Run Type here for searching pre- defined Run.
    Approval Status This field allows you to search the pre-defined Run based on approval status. This field displays a list of statuses that you have access to as a drop- down that is, Approved, Draft, In Review, Open, Pending Approval or Retired. Click the drop- down list to select Approved or Rejected status. The selection of a status from the drop-down list displays only those Run definitions that have been defined within the selected status in the Run Management Summary table.

    Table 8-2 Run Management Summary - icons

    Runs Icon Name Icon Description
    Add

    Figure 8-6 Add icon


    Add icon

    This icon allows you to define a new Run.
    View

    Figure 8-7 View icon


    View icon

    This icon allows you to view the selected Run definitions.
    Edit

    Figure 8-8 Edit icon


    Edit icon

    This icon allows you to edit the selected Run definition. Once the definition is approved, it cannot be edited in the case of Run definitions.
    Delete

    Figure 8-9 Delete icon


    Delete icon

    This icon allows you to delete the selected Run definition.
    Copy

    Figure 8-10 Copy icon


    Copy icon

    The icon allows a definition to be copied and resaved as a new definition.
    Run Execution Parameters

    Figure 8-11 Run Execution Parameters icon


    Run Execution Parameters icon

    This icon allows you to specify execution parameters and execute the Run from the Run Execution Parameters screen. Select the check-box against a Run definition and click the Run Execution Parameters icon to view the Run Execution Parameter Specification window.
    Run Execution Summary

    Figure 8-12 Run Execution Summary icon


    Run Execution Summary icon

    This icon displays the Run Execution Summary window. The Run parameters specified as part of the Run Definition window are displayed in an un-editable form in the Run Parameters window. The entire list of executions and their details are displayed for the selected definition in this screen.
    Workflow Summary

    Figure 8-13 Workflow Summary icon


    Workflow Summary icon

    The icon displays the approval summary for the definition.