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System General Configurations

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:

    • Platform Parameter Table: Configurable inputs for system parameters including comparisonThreshold, decimalsMonetary, decimalsInteger, decimalsPercentage, and decimalsDecimal.

    • Configuration Controls: Includes editable value fields, "In XBRL CSV" inclusion checkboxes, description fields, and "Modified by" audit tags.

    • Action Controls: Features a "Save changes" button in the upper-right area to apply updated parameter configurations.

     

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