PFM Portfolio Content Editor Power Filter Expression is producing the incorrect sync results. We created an expression to pick an OBS Unit using auto-suggest. The sync job will returned ALL investments. One symptom of this behavior, in v13.3, due to the maximum investment limitation, it could cause the yellow Alert message to appear indicating that the sync is returning more than 250 investments. Synchronize Portfolio: Maximum investments exceeded.
Steps to Reproduce:
Expected Result: Number of investments should match filter criteria
Actual Result: All investments are returned
Caused by CLRT-79666
The Power Filter Expression Builder is using the OBS 'Name' value when it should be using the 'ID' value, thereby causing the expression not to be evaluated correctly to return the correct results.
In v13.2, 13.3, 14.1 there is a maximum limitation of 250 investments that can be contained within a Portfolio. This configuration could generate the Alert: Synchronize Portfolio: Maximum investments exceeded.
This issue is being reviewed by our Sustaining team.
Reference TEC1919875 : What is the system limitations for Portfolio Management and can the limits be extended?
Release: ESPCLA99000-13.2-Clarity-Extended Support Plus