Skip to content

Scenarios

Scenario Introduction

Scenarios are integral to measuring risk and forecasting loss on portfolios.
The most common scenarios are of macroeconomic factors, but any risk factor
impacting a portfolio, directly or through models, can be outlined in a scenario.

Scenarios are kept in spreadsheets and uploaded through the UI. The UI
validates the format of scenario spreadsheets during upload, and saves the
validated scenario to the database.

The platform supports approval procedures for uploaded files.
If used, approval rights are assigned on the user profile.

Uploading Scenarios

  1. Navigate to the Upload tab.
  2. Click the icon on the upper right.
  3. Select Macro Economic Scenarios as the Upload Type from the drop-down menu.

  4. Select the relevant spreadsheets by checking the box to the left of it in
    the list that appears.

    Info

    Multiple files can be uploaded at the same time. If the upload is successful, the status of the uploaded files will say so.

  5. View an uploaded scenario before saving it by clicking the icon to the right of the file name.

  6. Save the scenario by clicking the icon to the right of the scenario. In the pop-up screen that appears, enter a Description and a Comment for the Save Upload. Then click the Save button. If the save is successful, it will say so.

    Info

    Uploaded scenarios appear in the Upload Inventory on the screen. If a spreadsheet of the same name is uploaded multiple times, the platform keeps track of the version history.

  7. Approve an uploaded scenario by clicking the icon to the right of the filename.

    Tip

    Scenarios in the Upload Inventory can be downloaded and used as the basis for new scenario spreadsheets.

  8. Download a scenario by clicking the icon to the right of the scenario file name in the Upload Inventory.

Viewing Scenarios

  1. Navigate to the View Scenario tab.
  2. Select one or more scenarios by clicking the box to the left of the scenario file name.
  3. Select the scenario factors to view by clicking either the name of the
    factor or the Select All box in the panel on the right.
  4. View thw selected scenario factors by clicking the icon on the upper right.

Each selected factor from the selected scenarios now appears in a graph.

  1. Move between the graphs by clicking the arrows in the upper left corner.