For Portfolio Advisor or Custom Segmentation user can customize the JSON file to determine the criteria's based on which the application results will be displayed by the Portfolio Advisor. User can also change the CAST configured criteria's and even revert back to the CAST configured one. Portfolio Advisor and Custom Segmentation provides additional sorting of application using set criteria.
Details
The criteria's set can be found in the excel file or can be found in the JSON configuration file that can be downloaded.
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In the home page of the CAST Highlight portal click on MANAGE PORTFOLIO > MANAGE SEGMENTATION then select Portfolio Advisor for Open Source (CAST) from the Segmentation Group drop-down list, then select Customize tab and then click on Download to download the JSON configuration file. User should have Portfolio Manager permission at the root domain to do this.
- Use the Export option in the Portfolio Advisor page to export the results in an excel format. Check the "definition" sheet in the excel export to see the different thresholds and formulas in use for each segment.
For more details about configuring the JSON file please refer Custom Portfolio Segmentation
Also to know about the criteria's of a particular app that is visible in the Portfolio Advisor page, click on the target icon from the dashboard, a radar chart opens and you'll be able to see how many points the particular app received for each segment.
Ticket
32845, 33548
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