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Model Assignment Panel

Contents

Introduction

When you need to assign a model to an account, assign an alternate security set to a Security Level model, or review a model/submodel assigned to a specific account, you can use the Model Assignment panel. To learn more about how to use and create models, see Learn More About Models.

On this panel, you can edit and view the following settings for one or more accounts:

• Assigned Models

• Assign Alternate Security Sets

Model Assignment Settings

You can access these settings under Accounts. Click on the account you want to edit. Under Rebalancing, click Model Assignment.

The following account configuration settings are available: 

Assigned Model: The Model setting allows you to change the top-level model assigned to that account.

Security Level Model Name/Alternate Security Set: This section of the Model Assignment tab lists the Security Level models assigned to the account. It also lets you set an Alternate Security Set for those Security Level models, if needed.