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 |
Structure ID | The ID of the structure. | Y | 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 |
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 |
Cube Name | Name of the Cube for the KPI. | Y | Sensitivity Cube |
Server Name | Name of the server the Cube is running. | Y | MR |