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Detailing Balance Validation

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Financial Edge

The Private Equity Associate Certification

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PowerBI Data Analyst - Create visualizations and dashboards from scratch

Overview

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Gain expertise in configuring and executing balance validation processes, leveraging advanced features such as global hierarchies, custom fields, and authorization mechanisms.

Syllabus

Exploring the Balance Validation Process

Understanding the Balance Validation Process
Using Manage Global Hierarchies for Balance Validation
Using Custom Fields for Balance Validation
Identifying the Requirements Necessary for Creating Custom Fields for Balance Validation Rules
Exploring the Balance Validation Process

Managing Balance Validation Rules and Groups

Managing Balance Validation Rules
Managing Balance Validation Groups
Importing/Exporting Balance Validation Rules and Groups
Managing Balance Validation Rules and Groups

Executing Balance Validation

Executing an Individual Validation Run
Scheduling Balance Validation Jobs
Viewing Balance Validation Results and Documenting Resolutions
Executing Balance Validation

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