3.1.2.1.1.1 Define Exposure

This topic describes about define exposure.

This screen is used to maintain hierarchical structures for both GICS and custom exposures. It displays the complete exposure hierarchy in a parent-child node representation, allowing you to create and configure the entire exposure hierarchy together (in bulk). Each exposure node shows its type, code, configured limit amount, and the number of directly linked child exposures.

Accessing the Screen: You can launch this screen for both GICS and custom exposures through the following paths:

  1. For GICS Exposure, Navigate to Exposure Dashboard > Exposure Hierarchy Using Presets > Select Preset > Define Exposure.
  2. Custom Exposure, Navigate to Exposure Dashboard > New Exposure Hierarchy > Exposure Tracking Maintenance > Define Exposure.
    The Define Exposure screen displays.

    Figure 3-9 Define Exposure


    Description of Figure 3-9 follows
    Description of "Figure 3-9 Define Exposure"

    Available Actions: Within this screen, you have the option to configure, add child nodes, edit, delete, and view any node in the hierarchy structure.

    1. Post Selection Navigation: After selecting GICS exposure codes in the 'Select Preset' screen, you will be navigated to the 'Define Exposure' screen.
    2. Hierarchy Display: All selected GICS exposure codes will be listed in a parent-child node structure.
    For more information on fields, refer to the field description table below.

    Table 3-11 Define Exposure - Available Options

    Field Description
    Configure This option is available only for the topmost 'Sector' exposure code. Configuring the parent exposure enables the option for associated child nodes. Selecting 'Configure' opens the 'Exposure Tracking Maintenance' screen.
    Delete User can delete any unauthorized exposure code using this option.

    Note: Deleting the parent node also deletes its child nodes. This option is available until the record is authorized.
    View View the configured details of the exposure. This opens the 'Exposure Tracking Maintenance' screen in view mode.
    Add Child Once an exposure node is configured, the 'Add Child' option becomes available. This opens the 'Exposure Tracking Maintenance' screen, allowing you to configure a child exposure code under the selected parent.
    Edit This option becomes available once the exposure node is configured. You can edit the configured details in the 'Exposure Tracking Maintenance' screen.
    Save After completing the configuration, click on the 'Save' option.Only configured exposure nodes will be saved in the 'Define Exposure' screen.Once a parent exposure node is saved, its child nodes can be modified.
    Accessing Saved Hierarchy The saved GICS exposure hierarchy, including cases where only the topmost sector node is configured and saved, will be available under Exposure Dashboard > Exposure Hierarchy Using Presets > View All.

Parent topic: Exposure Hierarchy Using Presets