Creating a Project

Login to STSA.

The Workspace Summary page is displayed.

In the Workspace Summary, Sandbox tab, launch the required workspace.

Click Project.

The project summary page is displayed.

To create a project, click Create New.

The project creation wizard is displayed.

Provide a name and description for the project.

Select a reference date (base production run date or when the data is available in sandbox for stress testing) for the project.

Note:

Ensure that you provide the same reference date as provided in the scenario which you are planning to select for this project.

Select an option for the Maintain Constant Maturity/Date Profile.

This represents the date intervals in stress testing.

To maintain the same date interval throughout the stress testing period, click Yes.
If you have added Direct Ingestion variables, then only the default date management calculation is applied for deriving the dates.

If you have not added Direct Ingestion variables, then, STSA Date Management + Default Date Management calculation is applied for deriving the dates.
To use the default date calculation, click No.

For more information about the Date Management logic, see the Preseeded Glossaries section.

Select one of the following options for base run details.

Copy From Production- the base run details are copied from production to sandbox before execution of stress testings.
Execute in Sandbox- the base run details with the stage data available on the selected reference date is used for execution of stress testing.

Select a start date for this project.

Note:

Ensure that you provide the same start date as provided in the scenario, if you are selecting a specific scenario for this project.

Select the Analysis Type as Scenario.

Note:

Only the Scenario component is supported for this release.

Select the analysis purpose from the Analysis Purpose drop-down menu.

Select a configuration from the Analysis Configuration drop-down menu and click Continue.

Note:

Ensure that you select the same Analysis Purpose as provided in the scenario, if you are selecting a specific scenario for this project.

To generate a general configuration, select the Ad-hoc option.
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, select the Regulatory option.
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.

Add an analysis configuration and click Continue.

To add an analysis configuration, select from one of the available options:

Create a new analysis configuration - select the Create New Configuration option and provide a name and description. For more information, see create a new configuration section.

Note:
Ensure that you select at least one metric while creating the configuration.
Select from an existing analysis configuration - select the Choose Existing Configuration and do the following:

Note:
Only the approved analysis configurations are listed for selection.
1. In the Select Analysis Configuration screen that opens, select one of the configuration from the list.
2. Review the selected portfolio, metrics, variables, mapped dimensions, and processes.
3. Click Select.
Clone an existing analysis configuration - select the Copy and edit an existing configuration, Select Configuration and then select one of the configuration from the list. Then provide a name and description and then review the selected portfolio, metrics, variables, mapped dimensions, and processes or make changes to the selections.
1. In the Select Analysis Configuration screen that opens, select one of the configuration from the list.
2. Click Select.
3. In the Name field, provide a name and description and then review the selected portfolio, metrics, variables, mapped dimensions, and processes or make changes to the selections.

In the Configuration Added to Project dailog box that opens, click OK.

In the Portfolio page that opens, do either of the following:

Review the porfolios and click Continue.
Click Create New to create a new portfolio.

Note:
For information about creating a portfolio, see Creating New Portfolios

In the Metrics page that opens, do either of the following:

Review the metrics and click Continue.
Click Create New to create a new portfolio.

Note:
For information about creating metrics, see Creating New Metrics

In the Models page that opens, do either of the following:

Select the models for your analysis configuration and click Continue.
Click Create New to create a new models.

Note:
For information about creating the models, see Creating Models

In the Variables page that opens, do either of the following:

Select the variable for your analysis configuration and click Continue.
Click Create New to create a new variable

Note:
For information about creating the models, see Creating Variables

In the Map dimensions for Variables page that opens, do the following:

In the Actions section, select Map Dimensions.
Click Continue.

In the Process page that opens, review the process for your analysis configuration and click Continue.

In the Review & Validate page that opens, complete adding the analysis configuration, click Complete Configuration.

After adding the analysis configuration, the Project Activity pane is displayed on the right hand side listing the various stages of project creation.

The status of the analysis configuration is displayed under the Definition Ready title.

If there are any errors in the analysis configuration they are shown as alerts. Fix then using the Edit Analysis Configuration after the In-Progress entry.
If the configuration is not complete, the status is displayed as In-Progress.
- To modify the selected analysis configuration, click the Edit Analysis Configuration link.
- To remove the analysis configuration, click the Analysis Configuration tab and then click Remove Configuration.
Note:
Ensure to fix the errors before requesting for project approval.

Note:
You can edit a configuration only if it is in a draft state.
After selecting a valid configuration or fixing the alerts in the selected configuration, the status is updated to Completed.
Add a scenario using the Add Scenarios link.

To add a scenario, a prompt message is displayed after adding the analysis configuration. Click Yes.

Else, click the Scenario tab to add a scenario and then click Continue.

To add scenarios, select from one of the available options.

Create new scenario - select the Create New Scenario option and provide a name and description. For more information, see the Creating New Scenario section.
Select from an existing - select the Add Existing Scenario and then select one or more scenarios from the list and click Add to Project. Review the selected variables and shock types and then click Continue.
Clone an existing scenario- select the Copy Existing Scenario and then select a scenario from the list and click Add to Project. Provide a scenario name and description and review all the selections made or update them as required and click Continue.

Review the added scenarios' status under the Definition Ready title.
Alerts are displayed if there is any issue in the added scenarios.

Note:
You can edit a scenario only if the scenario is in draft state.

Note:
Ensure to fix the errors before requesting approval for the project.
To view the details of the added scenario:
1. Click the Scenario tab and then click the scenario.
  The scenario wizard is displayed.
2. Click each section to view the details of the scenario.
3. Click Continue and then Close to come to the project screen.
If the scenario is not complete, the status is displayed as In-Progress.

If the scenario is complete, the status is displayed as Completed.
(Optional) Modify or remove a scenario.
To modify the selected scenario:
1. In the Scenario tab, click Actions and then select Edit.
2. Make the changes and click Save and Close.
To remove a selected scenario:
1. In the Scenario tab, against the scenario click Actions and then select Remove.

(Optional) After adding the scenarios, to view the graphical representation of how each scenario varies, click Show Graph on the Scenario tab.

The View Scenario Graphs page is displayed.

Select a variable from the Variable Selection drop-down menu.
To view the flow of data for different scenarios, click the Scenario Filter and select one or multiple scenarios and click Save.
The graphs are populated for the selected scenarios where you can analyze the changes caused from each scenario. Select the required filters to view specific information.

Create a pipeline.

To create a pipeline:

In the Project Activity pane, under the Pipeline Reviewed title, click Create Pipeline.
This activity to create the composite pipeline with a requisite data pipeline, analysis configuration, scenarios along with results pipeline to move the results from the production to sandbox.
After the composite pipeline is created, the canvas is loaded and the pipeline is displayed with all the components.

After the pipeline is created, the Pipeline Reviewed shows as Completed.
To view or edit the pipeline, click Actions against the Pipeline Reviewed and then click View Pipeline or Edit Pipeline.

To edit the pipeline, see the Oracle Financial Services Analytical Applications Infrastructure Process Modeling Framework Orchestration Guide

Submit the project for review and approval process.

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

After the project is approved, open the project in view mode.

The project page is displayed.

The status of the project is updated to 100 percent complete at this stage.

Add the result dimensons for process or model execution.

To add Result Dimensions:

Open the project in View mode.
In Project Activity under Result Setup click Add Result Dimension.
In the Choose the dimensions screen, select the dimension names from the drop-down list.
Click Next.
In the Map dimensions to results table for the selected metrics screen, select the appropriate value from the drop-down list in the Foreignkey Reference field.
Click Save to add the Result Dimension.

In the Result Setup tab, all the added result dimensions are listed.

Add the run parameters to capture the execution parameter values required for process or model execution.

To add Run Parameters:

Open the project in View mode.
In Project Activity under Run Parameters Added click More Actions and then click Add Run Parameters.
The Add Run Parameters screen is displayed.
To add a parameter, click the add icon.
Provide a name and description and the FIC MIS Date.
For this release provide the FIC MIS Date as the project start date.
Click Next.
Based on the run type, select the Consolidation Type as Solo or Consolidated.
For Legal Entity and Reporting Currency, click the select hierarchy icon.
The hierarchy tree is displayed.
Select the required hierarchies and click OK and then close the window.
(Optional) Use the search bar to search for specific hierarchies.
Provide a description and click Next.
Click OK and then click the save icon.
To save the parameter, click Save.
(Optional) To modify an existing parameter, select the parameter from the Select Predefined Execution Parameters drop-down menu and click Next.
Add or remove the hierarchies and click Ok and then close the screen and save the changes.
(Optional) To modify the name of a parameter created by you, click Edit Execution Parameter icon.
Update the name and description and click the save icon.
(Optional) To delete an added parameter, select the parameter from the Select Predefined Execution Parameters, and click the delete icon.
Click Yes to confirm you selection. A successful message is displayed.
(Optional) To copy an existing parameter, select an existing parameter from the Select Predefined Execution Parameters drop-down menu and click the copy icon.
To save the parameters, click Close.

In the Run Parameters tab, all the added run parameters are listed.

The Run Parameters title shows the status as Completed.

Make one of the execution run time parameter as the latest.

Note:

If only one run parameter is added, this is automatically set to Make Latest.

To make an execution run parameter the latest:

Click more actions against one of the run parameter
Click Make Latest.

To run the project, click Run Project.

In the confirmation, click Yes.

Click Ok after the project is run successfully.

Note:

A project can have multiple scenarios, and pause components in the scenarios. So,ensure that you resume the run, if the pause component is present, after doing the required changes.

In the Project Activity pane under the Results Ready title the status is displayed as run completed.

During project execution, when scenario execution reaches the pause component, execution status will be Paused.

To resume a run, click More Options against a run and click Resume.

To view the reports:

Click the Execution And Results tab.
Click actions and select View Results.
(Optional)To refresh the page at specific intervals, provide the interval in the Refresh Interval In Minutes and click Start Auto-Refresh.
(Optional) To refresh the page after the execution, click Refresh.
To hide or view columns in the Execution And Results page,
1. Click the column icon and rearrange the column names as per your preference.
2. To hide the column, move the column name below to the Hide section.

6.7.1 Creating a Project