Viewing Reference Asset and Profile Charts

Reference charts provide a graphical analysis of referenced account assets and profiles. The Asset Analysis chart provides a graphical view of the assets. The Account External Product - Reference List chart provides a graphical representation of the profile information associated with all reference accounts. Both charts are read-only.

This task is a step in Process of Managing Accounts and References.

To view asset and profile analysis charts

  1. Navigate to the References screen, then the Asset Analysis view or the Account External Product - Reference List view.

    The reference assets or reference profile list appears with the analysis chart.

  2. In the chart, select the type (3D, 2D) from the drop-down list, and then click Go.