Limits
Download sample file: limits_approve.csv
This file is used to create limits in bulk. For information on how to upload limits using this file, see Upload new limits.
| Column Name | Description | Required | Value Example |
|---|---|---|---|
| Structure Group | Name of a group of limits. Group is a way of grouping similar limits. | Y | Equity Desk |
| Structure Name | The KPI name created in the business cube. | Y | Delta |
| Structure ID | The ID of the limit’s structure. | Y | id_00001 |
| Cube Name | Name of the cube for the KPI. | Y | Sensitivity Cube |
| Server Name | Name of the server the cube is running. | Y | MR |
| Measure Name | Measure of the KPI. | Y | PV |
| Limit ID | ID for a given Limit. | Y | lim_00001 |
| Limit Name | Name for a given Limit. | Y | SA Book Limit |
| Start Date | Effective Start Date. | Y | 2020-01-01 |
| End Date | Effective End Date. | N | 2020-01-31 |
| Limit Type | The type of limit: either OFFICIAL or TEMPORARY. | N | OFFICIAL |
| Limit Values | The value of the limit. | Y | 100000 |
| Scope | Specifies the members to which the new limit applies. 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 |
| Limit Status | The limit’s status along the workflow. | Y | APPROVED |
| Source Limit ID | The key of the source limit from which this limit was created. Used by temporary limits to reference the original official limit. | N | 12345678 |
| Precedence | Used to override which limit in a limit structure is evaluated, regardless of scope. Not recommended for use unless absolutely necessary, as the scope should be sufficient. A higher value indicates higher precedence. The default is 0. | Y | 0 |