Flow-Through Functionality

The Calculate Flow-Through Factor functionality allows you to establish rules then transfer data between entities with unlimited levels of hierarchy and push the detail in bulk. You can use the Flow-Through functionality to transfer a percentage of data from one unit to another.
Contact your Implementation Manager to set up the Flow-Through functionality
.
Flow-Through assists with automating the following data flows:
  • Partnerships
  • Branches
  • Elimination Companies

Iterative Calculation

You can perform the calculation two ways: Manually or Automatically (during a report regeneration).
During calculation, the system:
  • Re-calculates all modified Source Unit data.
  • Deletes previous data before the Source Unit data is re-calculated.
  • Handles multiple parent/child relationships.
  • Generates consistent and repeated results.

Key System Information

  • Requiring an additional Manage Licenses to use the functionality.
  • Selecting either Flow-Through Classes & Subclasses or Datasets. Keep in mind that you set up Class and Tag datasets differently in the system.
  • Calculating the Flow-Through Factor Results, Calculate Flow-Through - Manually, in My Datasets.
  • Calculating the Flow-Through Factor Results, Using Manage Configurations for Flow-Through, when running a report. Calculating Flow-Through, automatically, requires activating the system parameter, Using Manage Configurations for Flow-Through.
  • Using the Unit - Target - Sources relationship, Flow-Through Profiles percentage, and an Elimination.