Convert financial perspectives

Generates a new analysis based on an existing analysis by converting the financial perspective used in the original analysis to a new financial perspective. This is known as financial service mapping.

Financial service mapping serves three distinct business scenarios depending on the mapping option (mapPerspectiveOption) specified.

  • If INCLUDE_DOWNSTREAM is specified, the service maps the sourcePerspective to the newPerspective and copies the mapping to all downstream perspectives except reinsurance gross (RG) and reinsurance net (RN). The downstream perspectives (except RG and RN) return same results as the specified newPerspective.
  • If DELETE_OTHER is specified, the service maps the sourcePerspective to the newPerspective and deletes records for all perspectives other than the newPerspective including the sourcePerspective. All perspectives other than the specified newPerspective return a value of 0.
  • If SELECT_OTHER is specified, the service maps the sourcePerspective to newPerspective. All other downstream and upstream perspectives are unchanged.

Financial perspectives are understood to be upstream or downstream of one another. Upstream perspectives are higher in the table than downstream perspectives. Financial perspectives are identified by a two-character string. The client can call the Get Financial Perspectives operation to retrieve the list of financial perspectives.

Once the MAP_PERSPECTIVE job is complete, the operation adds an result with a new ID and name to the the RDM. If the optional analysisName body parameter is not specified, the name of the new analysis result appends the string _PERSP to the name of the reference analysis.

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