Data
Trusted Calculations
Draft business calculations, validate their logic, publish definitions, and retire obsolete versions.
Trusted Calculations
Draft business calculations, validate their logic, publish definitions, and retire obsolete versions.
Where to find it
Open Account > Trusted Calculations.
Address: /account/trusted-calculations.
Create and find a calculation
Open Account > Trusted Calculations. Expand New calculation, enter Title and Intent, and create a draft. Use Search and Status to find Published, Drafts, Retired, Superseded, or All versions, then select the intended version.
Review and revise the draft
In Guide, review Title, Intent, Business definition, and Plain-English steps. Eligible users can also inspect SQL and Params schema; raw SQL may be hidden for your access profile. Save changes before Preview, which checks the saved draft and returns a bounded result.
Use Conversation to enter a Revision request and choose Send revision. Read the builder response and return to Guide to check the resulting definition. When a preview fails, use Try check again after correcting the cause or Revise with Builder to request a correction. A saved draft is not a validated definition.
Publish and manage versions
Choose Publish only after reviewing the definition and preview. Publication changes future default usage to the new version; explicitly pinned consumers continue using their pinned version. Version history lets you inspect an older version. Create a next version to change a published definition rather than assuming edits rewrite every consumer.
For an eligible published or superseded version, enter a Retirement reason and use its retirement action. Retirement preserves history. Review which apps or reports depend on the definition before changing its lifecycle.