IntelliMatch NextGen UI

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Bulk adding of Balance Pools to a Model instead of selecting each pool at a time

Unable to add Balance Pools in Bulk to a Model using the  UI. If the  install is for a net new client (not a migration client) and having 2000+ Balance Pools , the only way out now is to insert the Pool Ids to the  "Recon Profile Criteria Map " table.

  • Srinivas Shankar
  • Feb 7 2020
  • Additional information requested
Curator - Recon Inventory
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  • Srinivas Shankar commented
    February 24, 2020 23:37

    Hello Andrew, This is Cash (Suspense)Recon. I have 1840 Balance Pool under one single model.  If I had to have the Balance Pool added to the Recon Profile /Model using the UI , there is no way I can do it quick.  The Option I chose was to Insert the Pool IDs in the "Recon Profile Criteria Map" table to have them assigned to a model. 

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    Andrew Ho commented
    February 24, 2020 19:55

    Can you provide more details on on the requirement to have 2000+ balance pools? Is this a securities rec - you really want the ability to perform the rec at a different level?

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