6.6.1 Creating Analysis Configuration

Prerequisites:
  • Ensure that all the objects (metrics, models, and variables) that you require for creating an analysis configuration are approved.
To create an analysis configuration:
  1. Login to STSA.
    The Workspace Summary page is displayed.
  2. In the Workspace Summary, Sandbox tab, launch the required workspace.
  3. Click Analysis Configuration.
    The analysis configuration summary page is displayed.
  4. Click Create New and then provide a configuration name, a description and select a analysis purpose type from the drop-down list.
    • Ad hoc - select to generate a general configuration
    • Regulatory - select to generate a configuration aligned to a geographic area or governmental jurisdiction which is governed by specific laws and regulations enforced by governments and regulators.
      If you select the Regulatory option, then perform the following:
      1. Select the governing jurisdiction from the Jurisdiction drop-down menu.
      2. Based on the selected jurisdiction, a list of the supported regulators are displayed. Select the required regulator from the Regulator drop-down menu.
      3. Based on the selected regulator, the regulation processes are listed. Select the required regulation from the Regulation drop-down menu.
      4. Select the run type as Official or Nonofficial based on the purpose of the run from the Run Type drop-down menu.

        Note:

        To submit the results to a regulatory board and compute results for defined governance rules, select the Official run.
  5. Select the required portfolios (group of portfolios form a scope for stress testing) and then click Continue.

    Note:

    To select the entire portfolio, select the bank-wide stress testing option.
  6. Select the required metrics and click Continue.

    Note:

    All the models and processes that are selected for the metrics are preselected for the analysis configuration.
  7. All the dimension tables selected in the Results Dimension map tile (from Configuration Manager) are listed in the Map Dimensions to Results section. If there are multiple foreign keys in the fact table, select one foreign key from the drop-down menu to apply the aggregation results on the column and click Continue.
  8. To add other models, select models on the models summary page and click Continue.
  9. Select the required variables and click Continue.
    All the dimensions that are part of the selected variables are displayed in the Variable Dimension Mapping.

    Note:

    Only the dimensions that are common to the selected metrics and variables are displayed for selection in the Variables selection screen.

    If the selected dimensions are not mapped, then map the dimensions for the required variables using the Variable Dimension Mapping screen.

    1. Click More Actions and select Map Dimensions.
      The Variable Dimension Mapping page is displayed.
    2. (Optional) To create a new mapping, select Create New One option in the Basic Details section.
      If you want to replicate an existing dimension mapping, select Copy From Existing Dimension Map.
    3. Provide or update the name and description for the mapping.
      Based on the variable's metadata the dimensions are displayed.
    4. Click Next and modify the selections made for these dimensions from the hierarchy and click Next.
    5. To save this selection, click Save.
  10. Continue with the newly created composite pipeline or select an existing composite pipeline that is approved and click Continue.

    A composite pipeline is created based on the processes and models selected in the Metrics and Models sections and displayed in the Process section.

    Also, other composite pipelines are listed in the Existing Composite Pipeline section. If previously created analysis configurations have similar configurations, then these are listed for selection.

    A composite pipeline is named after the analysis configuration you are creating and is appended with an underscore followed by the version number.

    Note:

    A composite pipeline is auto-approved when the analysis configuration object is approved.

    Note:

    The cyclic dependency of components in the composite pipeline is handled internally.
    1. (Optional) To add additional run processes, runs, run processes and models to the newly composite pipeline, see Adding Additional Run Processes, Runs, and Models in Composite Pipeline section.
    2. (Optional) To change the sequence of runs (using auto-sequencing or manual sequencing) in the newly created composite pipeline, see the Sequencing Runs section.
    3. (Optional) To view all the prerequisites and post-requisites, batches, T2T and pause components that are part of the process and models selected, click more options for the composite pipeline and click View Canvas.
    4. (Optional) To add or remove or change the sequence of execution of the components, click more options for the composite pipeline and click Edit Canvas.
      The Process Definition screen is displayed and all the options in activities, transition and widgets section are enabled for addition.

      To add, remove any component, or change the sequence of runs, see the Oracle Financial Services Analytical Applications Infrastructure Process Modeling Framework Orchestration Guide.

      When you are adding, removing any component, or changing the sequence of runs:
      • You cannot add the following components in PMF canvas since these are added through STSA while creating the composite pipeline:
        • EMFNOTEBOOK
        • RUNPROCESS
        • SUBPROCESS
        • SCENARIO
      • You cannot delete the components that are added by default in the composite pipeline (as part of models and metrics selected).
      • If you are adding any component before or after a run having any prerequisites or post-requisites, then ensure that you add the component before the prerequisite or after the post-requisite of the run ensuring that the flow of prerequisites and post-requisites of the run happen in the respective sequence.
  11. In the Review and Validate section:
    • To save the configuration and work on it later, click Save or Save and Close.
    • Review the selections made and click Submit for Review.

      For more information about sending objects for review and approval, see the Workflow for STSA Objects section.

    The Alert section displays the pending action. Click on the action item and complete the task before submitting the configuration for review.

    You can bulk select the metrics from the Review and Validate screen. To do so:
    1. In the Alert section, go to Under Object > Metrics, if you see the warning message "More Metrics available for selection", click the Actions icon.
    2. Select the required metrics and click Continue.

    Note:

    All the models and processes that are selected for the metrics are preselected for the analysis configuration.

    If you want to review the configuration later, click Save.

6.6.1 Cloning or Creating Analysis Configuration from Existing Analysis Configuration

To create a new analysis configuration from an existing analysis configuration, perform the following steps:
  1. Login to STSA.
    The Workspace Summary page is displayed.
  2. In the Workspace Summary, Sandbox tab, launch the required workspace.
  3. Click Analysis Configuration.
    The analysis configuration summary page is displayed.
  4. Select an analysis configuration, click Actions and then select Copy.
    The analysis configuration definition page is displayed with all the details.
  5. Modify the name and the selections if required and then click Save.
  6. To save and close the wizard, click Save and Close.