If you have both a “production” and “staging” environment and have results for a particular NAV date in the production environment, upload a file into the staging environment. While you may expect the results to be mirrored in the staging environment, you could potentially see different results. Here are some reasons why:
Results do not appear or appear with different values
The active rules differ between production & staging environments (e.g. rules deactivated, rules not approved).
You are uploading a different position in the XML file in staging
There are different aggregation structures in production & staging
There are different disaggregation setups in each environment
The portfolios/entities have different rule folders in production & staging
The data overrides are different in production & staging
The RegData has changed since the file was last run
The disclosure history (which can be seen in the Results Chart) is not the same due to different disclosure values and imported disclosures
Most rules rely on yesterday’s results, which will need to be the same across environments
Some rules also rely on Historic Disclosure values (e.g. LastDisclosureValue, LastDisclosureValue)
Results with the same value have different status (e.g. OK instead of Warning)
You have a different warning level set-up at entity/rule or combined level
Otherwise, same as “Results Not Appearing"
Next steps
Export portfolios from the production environment & import to staging to ensure they are the same
Export data overrides from the production environment & import to staging to ensure they are the same
Export the disaggregation file from the production environment & import it to staging to ensure they are the same
Ensure all imported disclosures are the same in both environments
Ensure all rules are approved in the production and staging environments