Features

The Investment Hierarchy is one of the great features of Clarity that allows the easy creation and editing of investment hierarchies on the fly. There is however some automation opportunities to improve on this feature and that’s where our Autogenerate Hierarchy comes in. Optovia’s Autogenerate Hierarchy enables the user to generate hierarchies by defining business rules towards the level and type requirements. The hierarchy dependencies are then generated, automatically, based on the business rules defined by the user.

• • The Autogenerate Hierarchy is straightforward and easy to use. This add-on can be accessed from the main menu and from there a few business rules and field values. Once that is completed, you can further customize by adding how often you would like the process to run and how often you would like the Hierarchy updated. It is as easy as that!

Specifications

Integration Info