> ## Documentation Index
> Fetch the complete documentation index at: https://docs.activeviam.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Additional Margin Parameters

The **Additional Margin Parameters** widget allows you to:

* Display the set of defined factors and add-ons used in the Additional Initial Margin Formulas. These are shown on the `master` branch.<br />See the [Additional Margin Parameters](../calculations/model-additional-margin) section for information on the implementation in Atoti ISDA-SIMM.
* Create new what-if simulations from the `master` branch
* Update already created what-ifs branches by adding, adjusting and removing factors and add-ons

<img src="https://mintcdn.com/activeviam/9HwjpAnCRKd_31pF/solutions/simm/3.0/images/additional-margin-parameter-widget.png?fit=max&auto=format&n=9HwjpAnCRKd_31pF&q=85&s=120deccc3f101e3a1cb8bfa93fdb209f" alt="Additional Margin Parameter widget Illustration" width="1342" height="766" data-path="solutions/simm/3.0/images/additional-margin-parameter-widget.png" />

The elements you interact with in the **Additional Margin Parameter** widget are:

| Element                      | Description                                                                                                                          |
| ---------------------------- | ------------------------------------------------------------------------------------------------------------------------------------ |
| **Date**                     | Timestamp (at close of business) for the data.                                                                                       |
| **Branch**                   | Selects the base branch for your new branch or comparison. By default the base branch is always "master" when creating a new branch. |
| **Additional Margin Amount** | The value of the Additional Margin parameter.                                                                                        |
| **Action**                   | The actions you can perform on the what-if simulation.                                                                               |

## Using the widget

The following sections explain how to set up and run a simulation.

### 1. Setting up your simulation

1. In the top left menu, click **Insert** > **Widgets**, then drag and drop the **Additional Margin Parameter** widget to your dashboard.<br />On initial display, you can see the parameter values as in the "master" branch.
2. From the **Date** dropdown list, select an AsOfDate.

This sets up the `master` branch from which to create your own branches and perform your what-if simulations.

### 2. Making your changes

#### Adding new margin parameters

To define a new additional margin parameter:

1. Click **Add Row** and complete the fields for the new row:<br />
   The fields are defined according to standard ISDA CRIF (Common Risk Interchange Format). For details on how to become a licensed CRIF user, contact ISDA at [analytics@isda.org](mailto:analytics@isda.org).

| Field                       | Description                                                                |
| --------------------------- | -------------------------------------------------------------------------- |
| AsOfDate                    | Risk value date                                                            |
| Additional Margin Parameter | Parameter identifier                                                       |
| Product Class               | See ISDA CRIF                                                              |
| Regulation                  | See ISDA CRIF                                                              |
| Mode                        | Specify the Post or Collection mode in which the netting sets are computed |
| Portfolio ID                | See ISDA CRIF                                                              |
| Additional Margin Amount    | Value of the Additional Margin parameter                                   |

2. Click **Save** in the **Action** column. The system highlights the new row in green to indicate your row will be added when you create or update your branch in the next step.

3. Click **View Summary** to review your changes and create or update your branch.<br />
   For a new branch:

   In the **Branch Name** field, type a descriptive name for the what-if simulation. For example, "WhatIf New Fixed Credit" for the branch which has a new AddOn Fixed Amount parameter for the "Credit" product class.

   <img src="https://mintcdn.com/activeviam/9HwjpAnCRKd_31pF/solutions/simm/3.0/images/what-if-parameters-popup-add-amp.png?fit=max&auto=format&n=9HwjpAnCRKd_31pF&q=85&s=ff806db65ec394423379412ee2b647e7" alt="Illustrating Additional Margin Parameter Changes Summary - Add" width="1142" height="313" data-path="solutions/simm/3.0/images/what-if-parameters-popup-add-amp.png" />

4. [Review your changes](#reviewing-your-changes)

### Modifying parameters

To modify an existing parameter:

1. For each parameter, enter your changes directly in the **Additional Margin Amount**. The system highlights changed rows
   in yellow, to indicate this value will be modified when you create or update your branch in the next step. <br />You can delete your changes by clicking **Restore** in the Action column for the relevant row.

2. Click **View Summary** to review your changes and create or update your branch.

   For a new branch:<br />\
   In the **Branch Name** field, type a descriptive name for the what-if simulation. For example, "WhatIf FX Multiplier -> 17" for the branch in which the Multiplier parameter for the "RatesFX" product class is changed to "17".<br />This name will show up in your data visualization widgets and filters.<br />

<img src="https://mintcdn.com/activeviam/9HwjpAnCRKd_31pF/solutions/simm/3.0/images/what-if-parameters-popup-modify-amp.png?fit=max&auto=format&n=9HwjpAnCRKd_31pF&q=85&s=91be70fdb045d50a9abbd809e51e0fb7" alt="Illustrating Additional Margin Parameter Changes Summary" width="1145" height="337" data-path="solutions/simm/3.0/images/what-if-parameters-popup-modify-amp.png" />

4. [Review your changes](#reviewing-your-changes)

### Removing parameters

To remove a parameter:

1. Select the row containing the required parameter.

2. Click **Delete** in the **Action** column. The system highlights the row in pink to indicate your row will be deleted when you create or update the What-If in the next step.<br />You can abandon the deletion by clicking **Restore** .

3. Click **View Summary** to review your changes and create or update your branch.

   For a new branch:<br />
   In the **Branch Name** field, type a descriptive name for the what-if simulation. For example, "WhatIf FX Multiplier DEL" for the branch in which the Multiplier parameter for the "RatesFX" product class is deleted.<br />This name will show up in your data visualization widgets and filters.<br />

   <img src="https://mintcdn.com/activeviam/9HwjpAnCRKd_31pF/solutions/simm/3.0/images/what-if-parameters-popup-delete-amp.png?fit=max&auto=format&n=9HwjpAnCRKd_31pF&q=85&s=720ff53c023b882a770ca2af4b4d4efc" alt="Illustrating Additional Margin Parameter Changes Summary - Deletion" width="1428" height="410" data-path="solutions/simm/3.0/images/what-if-parameters-popup-delete-amp.png" />

4. [Review your changes](#reviewing-your-changes)

### Reviewing your Changes

From the **Summary of changes** popup, you have the following options:

* **Cancel**: Closes the summary window and returns you to the Additional Margin Parameter table to continue your modifications.
* **Create WhatIf** (for a new branch): Creates your branch with the values you changed.
* **Update WhatIf** (for an existing branch): Updates your branch with the values you changed.

Once you are happy with your changes, click **Create WhatIf** (for a new branch) or **Update WhatIf** (for an existing branch).

The widget creates or updates your branch with the values you changed.

### 3. Viewing the effects of your changes

<Tip>To view the simulated calculations, add the [Epoch](../cube/dimensions/epoch) hierarchy into the view, for example, on columns of your Pivot Table. You may also want to set a filter on this hierarchy and select: "master" and your branch.</Tip>

## Managing the Additional Margin Parameter simulation

1. Select your branch from the **Branch** dropdown list.
2. You can update your branch by:
   * [adding](#adding-new-margin-parameters) or [removing](#removing-parameters) rows in your Additional Margin Parameter table
   * [modifying](#modifying-parameters) the values for specific parameters

To manage your branches and review your simulation runs, use the [WhatIf Manager](../what-if#whatif-manager).
