Legacy limits

warning

This file is deprecated and will be removed in Atoti Limits version 4.0.0.

Download sample file: legacy_limits.csv

This file is used to create Limit Definitions in bulk. For information on how to upload Limit Definitions using this file, see Upload new limits.

Column Name Description Required Value Example
Group Name of a group of limits. Group is a way of grouping similar limits N Equity Desk
ID The Reference ID to the Limits Golden Source Upstream N id_desk_00023
Name The KPI name created in the business cube Y Delta
Comment Note about the limit N This is a comment
Start Date Effective Start Date Y 2020-01-01
End Date Effective End Date N 2020-01-31
Frequency Type The type of frequency: either OFFICIAL or TEMPORARY. N OFFICIAL
Polling Frequency Data time relevancy of the limit (End of day, Start of day, or Intraday) Y EOD
Kpi Type The type of KPI (supported types are Greater Than, Less Than) Y Greater Than
Limit Values Array of KPI values in the specified currency Y [100000,5000]
Absolute Value Indicator Is the Limit Value an absolute value Y false
Warning Threshold Percent value from a breach where a user will receive a warning N 10
Measure Name Measure of the KPI Y PV
Scope This determines which members the new limit applies to. You can choose any level of the currently selected cube and a corresponding value from said level. An example scope filter is “Desk=Rates”. Multiple scope filters can be added to a single limit definition. Every scope filter is separated by a pipe. Y Desk=Bonds|Book=FI_HY_LEGACY
Precedence If a location in the Cube has more than one matched limit applied, the limit with the highest precedence is used. The default is the Integer.MIN in Java. Y 100
Limit Status The limit’s status along the workflow. Y APPROVED
Limit Changes Workflow Limit Change workflow type. You can select the are approval type: Four Eye, Six Eyes or Straight Through N Four Eyes
Limit Changes Workflow Parameters The party charged with reviewing a limit’s workflow. Potential options are USERS or MANAGERS N Examiners=USERS|Approvers=MANAGERS
Exception Workflow Exception workflow type: the workflow that handles a limit with a BREACHED or WARNING status. N Exception
Utilization Dashboard ID The ID of a utilization dashboard that may exist for the limit structure. The ID maps to a dashboard ID in the content server. N b3a
User ID The limit creator’s user ID N Sheila from Risk Control
Cube Name Name of the cube for the KPI Y Sensitivity Cube
Server Name Name of the server the cube is running Y MRA