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

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.

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.
    

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

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

• PlatformConfiguration ParameterControls: Table:Includes Columnseditable forvalue Parameter name, Value,fields, "In XBRL/XBRL CSV" exportinclusion toggles,checkboxes, Description,description fields, and Modification"Modified timestamp.by" audit tags. 

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