Navigation :
test ../../ test dev.html
Developer Guide
test ../../ test dev/dev-release.html
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Release and migration notes
test ../../ test dev/getting-started.html
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Getting Started
test ../../ test dev/dev-ui-config.html
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Configuring the UI
test ../../ test dev/integration.html
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How to Connect Limits to an Atoti Server
test ../../ test dev/persistence.html
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Persistence
test ../../ test dev/roles.html
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Roles and Permissions
test ../../ test dev/dev-extensions.html
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Extending the Module
test ../../ test dev/scopes.html
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Limit scopes
test ../../ test dev/limit-workflow.html
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Limit Workflow
test ../../ test dev/evaluation-tasks.html
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Evaluating Limits
test ../../ test dev/date-roll.html
- Date Roll
test ../../ test dev/rest-services.html
- REST Services
test ../../ test dev/jfr-service.html
- Monitoring
test ../../ test dev/dev-libraries.html
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Libraries for Atoti Limits
test ../../ test user-ref.html
User & Reference Guide
test ../../ test user-ref/limits-overview.html
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Atoti Limits Overview
test ./ test user-ref/whats-new.html
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What's New
test ../../ test user-ref/videos.html
- Video walk-throughs
test ../../ test user-ref/using-limits.html
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Manage limits
test ../../ test user-ref/using-limits/limits-inventory.html
-- Inventory
test ../../ test user-ref/using-limits/create-limit.html
--
Create limits
test ../../ test user-ref/using-limits/create-limit/create-limit-ui.html
--- Create limits in the UI
test ../../ test user-ref/using-limits/create-limit/create-limit-upload.html
--- Upload limits
test ../../ test user-ref/using-limits/create-limit/designing-limits.html
--- Designing limits
test ../../ test user-ref/using-limits/view-edit-limit.html
-- View, edit, copy, and delete limits
test ../../ test user-ref/using-limits/approve-reject-limit.html
-- Approve limits
test ../../ test user-ref/using-limits/measure-types.html
-- Measure Types
test ../../ test user-ref/using-limits/currency.html
-- Specifying the currency
test ../../ test user-ref/manage-incidents.html
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Manage incidents
test ../../ test user-ref/audit-screen.html
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Audit History screen
test ../../ test user-ref/ui-notifications.html
- Notifications in the UI
test ../../ test user-ref/input-files.html
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Input file formats
test ../../ test user-ref/cube.html
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Cube reference
test ../../ test user-ref/properties.html
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Properties
test ../../ test user-ref/datastore.html
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Datastores
Create limits
Creating a new limit starts with setting up the business details of your limit, such as name and reference to the
external limit record system, and specifying a risk data source. These details are called the limit structure . A
limit structure serves as a parent to multiple limit values.
After setting up the limit structure, you can add limits to it. Limits are the numerical thresholds for a given
measure (eg. PnL) at a defined location (the scope) in the Cube, used to determine if the measure at that location
is in breach, or close to breaching.
There are two ways you can create new limits: using the Inventory screen, or uploading limits/limit structures in
bulk in a CSV file. This section walks you through both methods.