SAP ABAP IMG Activity VC_AFWCH_PH (Define Portfolio Hierarchy)
Hierarchy
EA-FINSERV (Software Component) SAP Enterprise Extension Financial Services
   FIN-FSCM-TRM-CR (Application Component) Credit Risk Analyzer
     CFM_ACUST (Package) Analyzer Customizing
IMG Activity
ID VC_AFWCH_PH Define Portfolio Hierarchy  
Transaction Code S_KFM_86000108   (empty) 
Created on 20000714    
Customizing Attributes VC_AFWCH_PH   Define Portfolio Hierarchy 
Customizing Activity VC_AFWCH_PH   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

  1. Choose New entries.
  2. Choose the view (not relevant for TRM) in which you want to create a portfolio hierarchy.
  3. Assign the portfolio hierarchy an identification number of up to three digits.
  4. Assign an authorization group to the portfolio hierarchy.
  5. Enter a name and a description for the portfolio hierarchy.
  6. Save your entries.
  7. Select the entry, and in the navigation structure in the left-hand part of the screen choose Structure.
  8. Choose the characteristics that you want the portfolio hierarchy to contain.
  9. 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.
  10. You have the option of specifying the characteristic hierarchy. In the Category field, specify whether the characteristic hierarchy is selective.
  11. 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 2   Optional activity 
Critical / Non-Critical 1   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
VC_AFWCH_PH C - View cluster SM34  
History
Last changed by/on SAP  20030514 
SAP Release Created in 462_10