Limits Inventory

The Limits Inventory widget is where you can view and create new limit definitions.

To access the widget, click and drag its icon from the top menu bar onto your dashboard:

The Widget contains a table of limit definitions and three buttons:

Widget buttons

• Create New Limit: Opens a form where you can enter and select information for your new limits definition.
• Upload: Allows you to add new limits to the widget’s table by specifying a CSV file from files on your local machine.
• Download: Exports the table from the widget into a CSV file. All limits are exported, regardless of any filters applied.

Table columns

Field Name	Description	Example
Group	Name of a group of limits. Group is a way of grouping similar limits.	Equity Desk
Name	The KPI name created in the business cube.	SA Desk Limit
Start Date	Effective start date.	2018-09-28
End Date	Effective end date	2020-01-01
Server Name	The server where the limit is created.	MRA
Cube Name	Name of the business cube for the KPI/Limit.	Sensitivity Cube
Measure Name	Measure of the KPI.	FX Risk Charge
Scope	This determines which members the new limit applies to. The scope is made up of any level of the currently selected cube and a corresponding value from said level. An example scope filter is “Desk=Rates”. One limit definition can have multiple scope filters. Every scope filter is separated by a pipe.	Desk=Bonds
KPI Type	The KPI type. For details, see Select a rule.	Greater Than
AbsoluteValueIndicator	Specifies whether the limit value is an absolute value.	false
Workflow Status	Status of a limit’s workflow.	APPROVED
Actions	Limit operations you can execute. The available operations are: * View: view and edit (if permissioned) the limit’s full definition. The inventory table displays a subset of the full limit definition. * Delete: Removes the limit and associated KPIs from the table.	View