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Set parameters of restrictions

Module "Portfolio Service Extended Portfolio Analysis"

To assign values to the parameters from a restriction schema for a restriction linked to this schema, proceed as follows:

  1. Select the restriction in the list of restrictions in the "Configure restrictions" dialog box.
  2. Select the "Parameters..." button.
  3. Assign the desired values to the parameters.
  4. Close the "Edit restriction parameters" dialog box with "OK".
    The name of the restriction is updated.
  5. Select the "Save" button to save the changes.

The restriction is saved with the selected parameter assignments and can now be assigned to portfolios or portfolio profiles.

Restrictions whose parameters are not fully assigned can be recognized by this warning icon in the list of restrictions. If you try to save the restrictions, a corresponding warning also appears.


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