Navigating in Funds Transfer Pricing

This chapter discusses how to navigate in PeopleSoft Funds Transfer Pricing.

Navigating in PeopleSoft Funds Transfer Pricing

PeopleSoft Funds Transfer Pricing provides custom navigation center pages that contain groupings of folders that support a specific business process, task, or user role.

Note. In addition to the PeopleSoft Funds Transfer Pricing custom navigation center pages, PeopleSoft provides menu navigation, and standard navigation pages.

Pages Used to Navigate in PeopleSoft Funds Transfer Pricing

This table lists the custom navigation pages that are used to navigate in Funds Transfer Pricing.

Funds Transfer Pricing Center

The Funds Transfer Pricing Center custom navigation pages are geared to the person in the organization who is focused on all aspects of funds transfer pricing, including business processes and data setup.

Page Name	Navigation	Usage
Funds Transfer Pricing Center	Main Menu, Financial Services Industries, Funds Transfer Pricing Center	Access primary Funds Transfer Pricing Center menu options and activities.
Enterprise Warehouse Setup	Click Enterprise Warehouse Setup on the Funds Transfer Pricing Center page.	Access the Metadata, Business Framework, Engines Setup, Dimensions page.
Models and Parameters Setup	Click Models and Parameters Setup on the Funds Transfer Pricing Center page.	Access the Financial Services Models, Miscellaneous Parameters, Behavioral Models, Balance Segmentation page.
Interest Rate Environment	Click Interest Rate Environment on the Funds Transfer Pricing Center page.	Access the Interest Rate Modeler, Yield Curve Generator page.
Product Portfolio	Click Run Product Portfolio on the Funds Transfer Pricing Center page.	Access the Product Portfolio Setup, Instrument Detail Information, Stratification, Product Forecast page.
Rules	Click Rules on the Funds Transfer Pricing Center page.	Access the Financial Rules, FTP Definitions and Utilities, Funds Transfer Pricing Rules, Analysis and Processing page.
Analysis	Click Analysis on the Funds Transfer Pricing Center page.	Access the Cashflow Modeler, IRM Analysis, Yield Curve Generator page.
Processing	Click Processing on the Funds Transfer Pricing Center page.	Access the Run Engines, Journal Post Engines page.
Reports	Click Reports on the Funds Transfer Pricing Center page.	Access the Custom, General Support Setup, Product Configuration, Financial Calculation Rules, Funds Transfer Pricing, Yield Curve Rules page.