Table of Contents
Filter and display options
Menu access
Start page navigation
To access the Balance Sheet Exposure Management Page, navigate to Exposures > Balance Sheet:
Filter and display options
The fields at the top of the screen allow you to adjust how your data is displayed:
- Filters allow you to filter your data by Entities, Entity User Defined Fields, and Exposure Types.
- Select Over-Hedged or Under-Hedged to highlight where your hedging policy does not fully align with your policy setting percentage (which can be adjusted under settings).
- Change the display currency to view your exposures in either foreign or functional currencies
- Select the green X in the top right corner to download your exposures as an Excel file.
Menu access
Selecting the three horizontal lines in the top left side of your screen to access menu. From here you can:
- Toggle between Flattened and By Entity view.
- Access the Exposure Management menu to upload exposures and see historical uploads.
- Access the Settings menu to adjust policy hedge targets and exposure types.
- Access the Trade Queue.
- Select to expand the menu bar:
- Choose either Card View or Chart View to change how the data is displayed
- Select the double-arrow icon to toggle currency amounts shown in Functional Currency/Entity Functional Currency or Foreign Currency, and adjust the calendar date to convert balances as of a specific Market Date: