1. Profitability Analytics Cloud Service User Guide
  2. Setup Configurations
  3. Preferences
  4. Application Preferences

6.1.2 Application Preferences

Application Preferences Parameters are used to configure the Settings at the application level.

To update the Application Preferences, perform the following steps:

  1. From the LHS Menu, navigate to Setup Configurations and select Preferences.
  2. Click the Application tab and enter following values:

    Table 6-2 Application Preferences Preferences

    Parameter Description
    Parameters General
    Income Statement Hierarchy Selection This displays list of Financial Element hierarchies that are configured in Dimension Management. Select one hierarchy that you want to use as the default income statement.
    Balance Sheet Hierarchy Selection This displays list of Financial Element hierarchies that are configured in Dimension Management. Select one hierarchy that you want to use as the default balance sheet.
    Default Organizational Unit Hierarchy This displays list of org unit hierarchies that are configured in Dimension Management. Select one hierarchy that you want to use as the default org unit.
    Default Product Hierarchy This displays list of product hierarchies that are configured in Dimension Management. Select one hierarchy that you want to use as the default product.
    Default Region Hierarchy This displays list of geographic location hierarchies that are configured in Dimension Management. Select one hierarchy that you want to use as the default geographic location.
    Default Begin Financial Year The default month that marks the beginning of the financial year for the bank.
    Default End Financial Year The default month that marks the ending of the financial year for the bank.
    Processing - Application Specific
    Maximum Number of Segmentation Definition The maximum number of segmentation definitions allowed. This is an integer value with maximum value allowed as 7.
    Discount Factor for CLTV Processing (%) Discount Factor for CLTV processing - this is a value from 0 to 100 (where 0 is 0% and 100 is 100%). The value allows upto 2 decimal places.
    Assumption Management Defaults
    Default Folder This parameter allows you to define the default folder selection. The folder selection for all rule types will be defaulted to this selection within the summary page Search screen and when creating a new rule. This selection acts as the starting value for convenience only and users can change to any other available value at their discretion.
    Access Type This parameter allows you to set the default access typesetting. Selections include Read/Write and Read Only. This selection acts as the starting value for convenience only and users can change at their discretion.
  3. Click Save to confirm the changes or click Reset to Default to reset the Custom Configuration.