6.3.1.1 Editing Process Onboarding

To edit process onboarding:

Note:

• You can select Edit Onboarding only if the process is in the Approved state.
• Pipeline onboarding is supported only for the following process types:
  • RRF Process
  • RRF Run Process
• Pipeline onboarding is not applicable for Composite processes.

1. Login to STSA.
2. In the Workspace Summary, Sandbox tab, select the required workspace.
3. Click Building Blocks and under the Process tile, click View.
   The Process Summary page is displayed.
4. To onboard a model, click Actions and then click Edit Onboarding against the model.
5. Navigate through the onboarding pages and update the required configurations:
   • Source Data Selection
   • Date Management
   • Input Variable Mapping
   • Output Table Selection
   • Output Metric Mapping
   • Portfolio Mapping

   Note:

   when you click Map Assets, the Configure mapping for the selected input table/column page is displayed. To do so:

   1. In the Actions column, select Map Assests.
   2. In the Configure mapping for the selected input table/column page that opens, select multiple mapping entries using the check boxes and click Delete to remove the selected mappings.
   3. Click Save to update the entries.
6. In the Date Management, Input Variable Mapping, and Output Metric Mapping pages, multiple selection and bulk deletion of mappings are supported in the Map Assets configuration screen. To do so:
   1. In the Actions column, select Map Assests.
   2. In the Configure mapping for the selected input table/column page that opens, select multiple mapping entries using the check boxes and click Delete to remove the selected mappings.
   3. Click Save to update the entries.
7. In the Portfolio Mapping page, do either of the following:
   • Select the required portfolios.
   • Select Bank-Wide if the model must be applicable across all portfolios.

   If you select the Bank-Wide check box:

   • Individual portfolio selection is not required.
   • The portfolio mapping step is automatically considered complete.
8. In the Review & Submit page that opens, verify all defined configurations and finalize the model onboarding process. Do the following:
   1. Review the Alert section to identify any configuration issues.
   2. If Critical alerts are displayed, click the corresponding Actions icon.
   3. Complete the required mappings on the relevant configuration pages.
   4. Return to the Review & Submit page and verify that all alerts are resolved.

   If Bank-Wide was selected in the Portfolio Mapping page, the Review and Submit summary displays the following:

   • Model Scope Type: Bank-Wide
   • Number of Associated Portfolios: N/A
9. Do either of the following:
   • Click Save or Save and Close to save and continue later.
   • Click Submit to complete the onboarding process.