SAP ABAP IMG Activity SIMG_JBVCPH (Define Portfolio Hierarchy)
Hierarchy
☛
EA-FINSERV (Software Component) SAP Enterprise Extension Financial Services
⤷
IS-B-RA (Application Component) Risk Analysis
⤷
JBRC (Package) Customizing for SAP Banking Risk Management
EA-FINSERV (Software Component) SAP Enterprise Extension Financial Services⤷
IS-B-RA (Application Component) Risk Analysis⤷
JBRC (Package) Customizing for SAP Banking Risk Management
IMG Activity
| ID | SIMG_JBVCPH | Define Portfolio Hierarchy |
| Transaction Code | S_KK4_13000236 | IMG Activity: SIMG_JBVCPH |
| Created on | 19990830 | |
| Customizing Attributes | SIMG_JBVCPH | Define Portfolio Hierarchy |
| Customizing Activity | SIMG_JBVCPH | Define Portfolio Hierarchy |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | SIMG_JBVCPH |
Use
In this IMG activity you define the portfolio hierarchy.
Requirements
- You need to have already created characteristics in the IMG activity Define Analysis Structure.
- You need to have already defined characteristic values for the characteristics in the analysis structure. The IMG activity for doing so is Define Characteristic Values.
- You must also have chosen a view for the characteristics. The IMG activity is Define View (not relevant for TRM).
Standard settings
Activities
- Choose New entries.
- Choose the view (not relevant for TRM) in which you want to create a portfolio hierarchy.
- Assign the portfolio hierarchy an identification number of up to three digits.
- Assign an authorization group to the portfolio hierarchy.
- Enter a name and a description for the portfolio hierarchy.
- Save your entries.
- Select the entry, and in the navigation structure in the left-hand part of the screen choose Structure.
- Choose the characteristics that you want the portfolio hierarchy to contain.
- Define the sort order of the characteristic for the portfolio hierarchy. The numbers do not have to be consecutive. The lowest number means the highest level of the hierarchy.
- You have the option of specifying the characteristic hierarchy. In the Category field, specify whether the characteristic hierarchy is selective.
- Save your entries.
If you later decide to change the structure of the portfolio hierarchy, then repeat steps 7-11. If evaluation data exists for the portfolio hierarchy, you can only extend the portfolio hierarchy. This means that you cannot delete or change the characteristics that it contains, and that you can add characteristics only at the lowest level of the hierarchy, which means that the characteristics have to have sort order numbers larger than the existing characteristics.
If the portfolio hierarchy has been deactivated, you can then change only the texts.
Business Attributes
| ASAP Roadmap ID | 203 | Establish Master Data |
| Mandatory / Optional | 1 | Mandatory activity |
| Critical / Non-Critical | 2 | Non-critical |
| Country-Dependency | A | Valid for all countries |
Assigned Application Components
| Documentation Object Class | Documentation Object Name | Current line number | Application Component | Application Component Name |
|---|---|---|---|---|
| SIMG | SIMG_JBVCPH | 0 | I510000051 | Risk Analysis |
Maintenance Objects
| Maintenance object type | C | Customizing Object |
| Assigned objects | ||||||
|---|---|---|---|---|---|---|
| Customizing Object | Object Type | Transaction Code | Sub-object | Do not Summarize | Skip Subset Dialog Box | Description for multiple selections |
| JBVCPH | C - View cluster | SM34 | ISB_RM | Portfolio Hierarchy |
History
| Last changed by/on | SAP | 19990830 |
| SAP Release Created in |
