Libraries - MindBridge Documentation

Libraries

Libraries allow teams to standardize their engagements firm-wide by setting the parameters for each type of analysis available in MindBridge, including account groupings, ratios, filters, and risk scores. New libraries must be created based on an existing library (i.e., a “base library”). When a base library is selected, its point-in-time settings and permissions are copied to the new library. The following system libraries can be selected as base libraries:

Create Library

Create a new library. If the selected account grouping and the account grouping associated with the selected base library are different, MindBridge can attempt to convert the settings (e.g., ratios, filters, populations, etc.) from the base library for use with the accounts in the selected account grouping. To do so, set the convertSettings property to true — any accounts that cannot be converted will be listed in the conversionWarnings field.

Note: If warningsDismissed is also set to true, these warnings will not be displayed in the UI.

Restrictions

Permissions