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VC_AFWCH_PH - Define Portfolio Hierarchy

VC_AFWCH_PH - Define Portfolio Hierarchy

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Define the portfolio hierarchies that you use in Risk Management.

The portfolio hierarchy is a hierarchical structure for organizing characteristics. It influences how the results are displayed in an evaluation.

  • You need to have already defined characteristic values for the characteristics in the analysis structure. The Customizing activity for doing so is Define Characteristic Values.
  1. Choose New Entries.
  2. Assign the portfolio hierarchy an identification number of up to three digits.
  3. Assign an authorization group to the portfolio hierarchy.
  4. Enter a name and a description for the portfolio hierarchy.
  5. Save your entries.
  6. Select the entry and then, in the navigation structure in the left-hand part of the screen, choose Structure.
  7. Choose the characteristics that you want the portfolio hierarchy to contain.
The following characteristics are available:
  1. Company Code
  2. Business Partner
  3. Portfolio
  4. Position Crcy/Trans. Crcy
  5. Product Category
  6. Product Type
  • Define the sort order of the characteristics for the portfolio hierarchy. The numbers do not have to be consecutive. The lowest number means the highest level of the hierarchy.
  • You have the option of specifying the characteristic hierarchy. In the Category field, specify whether the characteristic hierarchy is selective.
  • Save your entries.

    • If you later decide to change the structure of the portfolio hierarchy, then repeat steps 7-11. If evaluation data exists for the portfolio hierarchy, you can only extend the portfolio hierarchy. This means that you cannot delete or change the characteristics that it contains, and that you can add characteristics only at the lowest level of the hierarchy, which means that the characteristics must have sort order numbers larger than the existing characteristics.

    If the portfolio hierarchy has been deactivated, you can then change only the texts.






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