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.