Aggregation Schemas
An aggregation schema is a series of steps used to consolidate assessment results according to specified assessment rules.
Obtains global results for an assessment. These results are available in aggregation reports.
Two different aggregation schemas can give different global results from the same assessment. An aggregation schema can be applied before effective start of the session to prepare reports and dashboards.
Aggregation Schema Principle
After execution of an assessment session, the value of each assessed characteristic is calculated based on the quotation rule defined for the assessment template.
An aggregation schema enables calculation of the value of an assessed characteristic for a root object from calculated values for child objects.
Aggregation Schema Examples
In the example of assessment of the impact of risks connected to entities, the impact value should be calculated for each assessment node.
The value of the "Impact" of the "Fraud" risk in the context of the "United States" entity is an example of an assessment node.
If the "United States" entity comprises several sub-entities (States or Cities), themselves exposed to a "Fraud" risk, each of these sub-entities is associated with an assessment node with its own impact value.
For example, you can calculate impact value of the "Fraud" risk for the "United States" entity from assessed characteristics values for each sub-entity (State or City).
Creating Aggregation Schemas
The aggregation schema is defined in the aggregation template. It is defined by a sequence of aggregation steps designed to consolidate assessment results according to aggregation rules.
Aggregation schema
To create an aggregation schema associated with an assessment template:
1. Open the dialog box of the assessment template that interests you.
2. Select the Assessment Template Definition tab and the Aggregation Schemas subtab
3. Select the Aggregation Schema folder and click New.
The aggregation schema creation dialog box opens.
4. Indicate the Name of the schema you want to create, and a comment.
5. Click OK.
A weighting factor can be defined in the aggregation schema. This is an attribute or plug-in.
Aggregation steps
Creating an aggregation step
To create an aggregation step including aggregation rules:
1. Open the dialog box of the assessment template that interests you.
2. Select the Assessment Template Definition tab and the Aggregation Schemas subtab
3. Expand the folder of the aggregation schema that interests you.
4. Select the Aggregation folder and click New.
5. Select the method of grouping results in the aggregation step created.
• By substitution: a set of assessment nodes is replaced by another set
Aggregation by substitution replaces assessment Context objects by other objects. Substitution definition should specify the path that determines new substituting objects from substituted objects, with the list of aggregation rules to be applied.• By reduction: an assessment node is removed from the context collection
Aggregation by reduction enables elimination of Context objects defined in the assessment session context collection.• By distribution: a set of nodes is redistributed on new nodes
Distribution enables redeployment of the values of another aggregation step according to new contexts.You must now create an aggregation rule corresponding to the aggregation step.
6. In the Aggregation Rule section, click New.
7. Specify the Aggregation Rule Type.
• MIN, MAX, SUM, AVERAGE
• Macro
For more details, see Aggregation rule types.8. Select the Characteristic that carries the result of aggregation.
9. Connect the Aggregated Characteristics corresponding to potential assessed characteristics to which the aggregation step relates.
10. Click OK.
Aggregation rule types
In "Macro" type aggregation rules, the macro should have the following signature:
Sub aggregationRuleCompute(mgobjAggregationRule As MegaObject,mgobjOutAssessedValue As MegaObject)
End Sub
where:
• mgobjAggregationRule = the current aggregation
• mgobjAssessedValue: assessed characteristic value to be computed.
Simulating Aggregation
It is possible to simulate aggregation without having to start an assessment session.
This calculation produces a simulated value for assessed characteristics values. The objective is to check consistency of the aggregation schemas and the validity of calculations.
To simulate aggregation:
1. In the Assessment Definition navigation tree, expand the "Assessment Sessions" folder.
2. Right-click the session that interests you and select Simulate Values.
Executing Aggregation Schemas
To execute an aggregation schema:
1. In the Assessment Definition navigation tree, expand the Assessment Sessions folder.
2. Right-click the assessment session that interests you and select Execute Aggregation Schema.
In the context of HOPEX solutions, it is easier to execute the aggregation schema by launching the aggregation report proposed by default.Execution of the schema produces:
• nodes of the aggregation tree, created from basic nodes created at deployment
• target assessed characteristics values.