A Portfolio object is a basic ControllerView® element that is used to group the customer data organized in DataModel instances according to specified business requirements. A Portfolio object contains a hierarchy of nodes that represent various inherited and overlapping logical conditions. The root Portfolio node is created together with the Portfolio object by default. The root Portfolio node name is identical to the Portfolio object name. Setting up Additional fields and Levels in the Portfolio properties creates additional columns in the resulting Portfolio instances. Actions assigned to the Additional fields and Levels allow for more complex logic in processing the Portfolio instance data. Resulting Portfolio instances are further used by Aggregation ControllerView® objects.
Portfolio objects are located in the Objects pane in ControllerView® and united under the Portfolio object category (see the following figure). A plus sign next to the object category indicates that it contains at least one Portfolio object.
To view the list of existing Portfolio objects, click the plus sign or double-click the object category. The plus sign then turns into a minus sign which can be used to collapse the object category.
To create a new Portfolio, in the Objects pane, right-click the Portfolio object category, and then click New. This will open the Portfolio Setup screen1 (see the following figure) on the right. This screen is used to view and modify the Portfolio object properties.
To save a created Portfolio object in a valid state, the following requirements must be met:
1. The Portfolio object must be named. The Portfolio object name can only contain numbers, uppercase, and lowercase Latin letters, and underscore characters.
2. The Portfolio object must have at least one DataModel object specified on the Models tab.
To open an existing Portfolio object, do one of the following:
- In the Objects pane, right-click any existing Portfolio object, and then click Edit.
- In the Objects pane, double-click an existing Portfolio object.
The Portfolio Setup screen is used to manage a Portfolio object (for example, view, modify, delete, or save as a favorite). This screen contains a set of tabs that are used to specify properties of a Portfolio object, each tab representing a certain group of these properties. This allows you to easily verify that the Portfolio object meets all the requirements of the customer’s data.