R-Desktop : Entering Orders : Setting Up Asset Allocation : Asset Allocation Model Summary
Asset Allocation Model Summary
The Asset Allocation Model Summary dialog captures the full history of all model changes for a specific model. The dialog is accessed by clicking the Description link in the Asset Allocation Models dialog, as described in the previous section. After a model is created, updates made to the details of the existing model will generate a new version of model.
Functionality for this dialog is described in the following table:
Item
Type
Description
Status
drop-down list
Selections include All or Active. When “All” is selected, all versions of the model will be returned in the table. As a default, this dialog displays all versions of the model when it is initially opened.
When “Active” is selected, all versions of the model where the Status was/is equal to “Active” at any time during the From date and To date specified will be populated in the table.
From Date/To Date
date
Filter models by date range.Modifying the field dynamically updates the results table as indicated in the Date range field.
Version
column/hyperlink
Hyperlink opens the Asset Asset Allocation Model Details screen (next section) in View/Modify mode, displaying the information of the model selected. If the hyperlink is selected for a version that has a Status of “Inactive” and a version status of “Inactive”, the Asset Allocation Model Details dialog will open in Inquiry mode.
Close
button
Closes the dialog.