Limit Structures
Download sample file: limit_structures.csv
This file is used to create Limit Structures in bulk. For information on how to upload Limit Structures 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 organizing similar limits. | N | Equity Desk |
| Reference 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 |
| Polling Frequency | Data time relevancy of the limit (End of day, Intraday). | Y | EOD |
| KPI Type | The type of KPI (supported types are Greater Than, Less Than). | Y | Greater Than |
| 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 |
| 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 |
| Scope Keys | The left-hand side of the Limit’s Scope or the Scope’s level value. | Y | Book |
| Limit Changes Workflow | Limit Change workflow type. The following approval types are available: - FourEyes - SixEyes - StraightThrough |
N | Four Eyes |
| Limit Changes Workflow Parameters | The party charged with reviewing a limit’s workflow. Potential options are USERS or MANAGERS. See APPROVERS and EXAMINERS. | N | 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 |