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General Configuration

      Sub-Navigation Controls:

        All Financial Institutions: Switches back to the list/grid view of existing entities.

        Create New Financial Institution: Active sub-tab highlighting the entity creation form.

        Input Fields:

          Financial Institution Name: Text input for entering the official legal entity name.

          Internal Party Reference: Text field for entering internal system mapping IDs or codes.

          LEI: Text field for entering the Legal Entity Identifier.

          National Identifier: Text field for specifying national regulatory registration numbers.

          Reporting Level: Dropdown menu to choose the consolidation scope (e.g., Individual/IND, Consolidated).

          Reporting Currency: Text input specifying the primary reporting currency code (e.g., EUR, USD).

          National Currency: Text input specifying the local operating currency code.

          Country of Institution: Text/search input to define the home country jurisdiction.

          Status: Dropdown menu to set the operational state (e.g., ACTIVE, INACTIVE).

          LV Organization Code: Text field for local Latvian organizational code tracking. Used for local reporting submission.

          Telephone: Contact phone number input. Used for local reporting submission.

          Organization Management: Text field for listing key executive/board metadata. Used for local reporting submission.

          Responsible Person: Text field to assign a primary compliance/reporting contact. Used for local reporting submission.

          Primary Action Button:

            Create financial institution: Submits the form and saves the new entity record into the system database

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            Context: Administrative overview table displaying configured financial institution records, their regulatory parameters, and row-level management actions.

            Key Components & Elements:

            Sub-Navigation Controls:

                All Financial Institutions: Active view tab displaying all registered entities.

                Create New Financial Institution: Action button to navigate directly to the entity creation form.

                Data Grid Columns:

                  Displays ID, Name, Ide Internal Party Reference, LEI, National Identifier, Reporting Level, Reporting Currency, National Currency, Country, Status, LV Organization Code, Organization Management, Responsible Person, Telephone, Modified timestamp/user, and Created timestamp/user.

                  Row Action Buttons:

                    Delete: Red button with trash icon to permanently remove the financial institution record.

                    Edit (Pencil Icon): Blue circular button to open the entity details in edit mode.

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

                    Key Components & Elements:

                    Sub-Navigation Controls:

                          • All Data Lots: Button/tab to return to the list view of all existing data lots.

                          • Create New Lot: Active sub-tab displaying the new data lot setup form.

                        • Input Fields:

                          • *Lot number : Numeric input/spinner control to assign a unique numerical sequence ID for the lot.

                          • *Lot name : Text input control to give the data lot a descriptive title.

                          • Description: Multi-line text area to specify details or notes about the data unit.

                        • Primary Action Button:

                          • Create data lot: Submits the parameters to create and store the new data lots.

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                    Context: Central configuration workspace showing general platform settings, calculation parameters, and output decimal formatting rules.

                    Key Components & Elements:

                    General Configuration is highlighted.

                    • Parameter Form Controls:

                      • Parameter Column: Displays system keys (comparisonThreshold, decimalsMonetary, decimalsInteger, decimalsPercentage, decimalsDecimal).

                      • Value Inputs: Input boxes to define parameter value.

                      • In XBRL CSV Checkboxes: Toggles specifying whether each parameter value used for xbrl-csv purposes.

                      • Description Column: Shows explanations for each parameter key.

                      • Modified by Column: Displays audit metadata for the last user who updated the row.

                    • Action Buttons:

                      • Save changes: Primary action button (top-right of the form) to persist modified parameters to the server.

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

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