Monitoring Rules
For a portfolio to function it has to have at least one rule. When a portfolio is created the rule code 101 is created automatically with the parameter string ";Any;" which means that the portfolio will trigger a change for any change of ranking.
Rules are downloaded from Creditsafe and can be country generic or specific for a country.
| Field | Description |
|---|---|
| Rule Code | Specifies the rule code. |
| Description | Specifies the description of the rule. Numbers within curly brackets acts as parameter placeholders. |
| Parameters | Specifies parameters for the rule. Multiple parameters are separated by semicolon. |
Selecting rule codes
When creating a new portfolio rule the available rule codes are selected from the rule code list. The rules that can be chosen are those with a matching country code or country code = 'XX'. New rules can be downloaded with the action "Download Monitoring Rules".
