Global Settings & Platform Parameters

Context:Financial Institution setupSetup form under System Configuration,Configuration capturingused detailsto suchcapture asinstitution-level LEI,regulatory metadata.

Key Components & Elements: 

Identification Fields: Input controls for Legal Entity Identifier (LEI) and National Identifier,Identifier.

Regulatory Parameters: Dropdown selections for Reporting Level, Reporting/National Currency, Country, and Status.Country.

Status Controls: State toggles defining active/inactive institutional reporting statuses

All

Financial

Context: InstitutionsAdministrative listoverview view,table showing adisplaying configured financial institution recordrecords (e.g., DEMO Financial Institution).

with

its

Key Components & Elements: 

Institutional Data Columns: Displays LEI, assigned reporting level, currencies,and base currencies.

Audit Metadata: Tracks user history including "Created by" and audit"Modified metadataby" (Modified/Createdadmin bytags.

admin).

SystemContext: ConfigurationCentral landingconfiguration area.workspace Theshowing topgeneral tabplatform rowsettings. switches

Key Components & Elements: 

Tab Navigation Row: Switches between Users, Financial Institutions, Data Lots, General Configuration (active,active shown in blue)view), and Mappings.Mappings. The

table underneath lists

Platform platform-wideParameter parametersTable: (Parameter,Columns for Parameter name, Value, whether it's included "In XBRL/CSV" exports,export atoggles, Description, and whoModification lasttimestamp.

Modified the value)