Create Company Parameter Table

In this tutorial you will learn how to add a new company parameter table of the type Simple. Simple table has only two fields – Name (which serves as a unique key) and Value. Once created, the table can look like this:

Let’s say you have the following data file and need to create a table suitable for storing such data. The number in the second column is a percentage value.

Create New Company Parameter Table

From the toolbar menu, navigate to Company Parameters.

You will see a page listing all existing company parameter tables. In the screenshot below, there are no Company Parameter tables yet.

Click the Add Parameter button to create a new company parameter table.

In the dialog, fill in the following fields:

Give the Company Parameter a Name: “MarginAdj”. Enter the name with no spaces. The Name is used in logics to refer to the table and to look up values in the table. The combination of the Name and Valid After value must be unique across all Company Parameters.
Label: “Margin Adjustment”. The label is optional since it is only used for visualization. If no label is specified, the name will be used as a label by the frontend application.
Valid After: “1/1/2021” (or a date prior to today’s date). This date specifies the effective date of the company parameter for price calculations. Consider this value the “Effective Date”. In this example, this company parameter is effective/valid from 1/1/2021.
Select Table Type from the drop-down menu, choose Simple. This selection determines number of columns, and – in case of simple tables – also the data-type of the Name column of the newly created table. Simple tables have only two columns: one column for the key and the other for the value. The columns in these table types cannot be renamed.
Select Value Type from the drop-down menu, choose Real. This selection determines the data-type of the Value column.
Select Status from the drop-down menu, choose Active. Such table could be looked up during calculations. If you make the table inactive, it will still remain in the system, but you cannot use it for calculations.
Select Format Type: Percent.

Company parameters can have the same Name if they have different Valid After dates. For data lookups during price calculations, the proper "version" of the table will be selected based on the Valid After date and calculation date (called Target Date).

Click Add to add this new Company Parameter.

Review the new table – when you click the name of the Company Parameter, it will show the content of the table on the right side.

Fetch Company Parameter Fields Metadata to Your Project

If you already have your project set up in IntelliJ and the connection to a partition is also set up, fetch the new fields metadata to your project, so you can store it to Git.

In Studio, open the PfxFetch tool, select the project, environment and partition, then click Pricing parameters (LT). Refresh the list of company parameters (it will reload from the partition) and select the newly created table.

Click Fetch to download the metadata to your project.