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Global Settings & Platform Parameters

Context: Setup form under System Configuration used to capture institution-level regulatory metadata.

  • Key Components & Elements:

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

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

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

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Context: Administrative overview table displaying configured financial institution records (e.g., DEMO Financial Institution).

  • Key Components & Elements:

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

    • Audit Metadata: Tracks user history including "Created by" and "Modified by" admin tags.

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Context: Interface within the System Configuration module where new Data Lots are defined and created.

    Key Components & Elements:

      Lot Configuration Fields: Input controls to assign a lot number, name, and description for the unit.

      Setup Actions: Action controls allowing users to save or update the configuration for the new data lot.

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      Context: Central configuration workspace showing general platform settings. 

      • Key Components & Elements:

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

        • Platform Parameter Table: Columns for Parameter name, Value, "In XBRL/CSV" export toggles, Description, and Modification timestamp.

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