Why Results Can Differ Between Environments
If you have both a “production” and “staging” environment and have results for a particular NAV date in the production environment and 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 are not appearing, 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
- 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
- Ensure all imported disclosures are the same in both environments
- Ensure all rules are approved in the production and staging environments