Configure a Performance Record or a Regulatory Report

This topic describes how to configure the following:

Steps

  1. Access the GAA Administrator page.
  2. Select the Configurations tab.

    A list of Performance records and Regulatory reports configured in GAA appears.

  3. In the upper-left corner of the Configurations section, select .

    The Add Report window appears.

    Add Report Window

  4. If you want to configure a Regulatory report, enter the values in the available fields.

    -or-

    If you want to configure a Performance record:

    1. In the Record Type box, select Performance.
    2. Clear the Is Report check box.

      The following fields are enabled:

      • Policy ID
      • Associated Events Catalog Path
      • Performance Type
      • Weightage Type
    3. Enter the values in the remaining fields.
  5. Select .

    The specified record or report is configured.

What's Next?

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