Scenario Templates

Scenario Templates store reusable price and volatility shock definitions for risk slides. Create and maintain templates here, then select them on Run Scenarios.

Open from the sidebar: Scenario Risk → Scenario Templates.

You can also open this page from Run Scenarios with Manage Templates.

Related articles: Run Scenarios · Navigation · Working with Grids

A template defines:

- A name used in the Run Scenarios Template dropdown 

- Optional product scope (default, category, symbol, sector, and so on) 

- How price is slid (**Percent**, Price, or StDev) 

- Price scenarios (up/down shock lists) 

- Optional Vol scenarios (percent shocks) 

- Optional expiration / month range filters for some product types 

When you run a slide, Rival Risk applies that shock grid to the positions in scope.

> Screenshot: Scenario Templates page with toolbar and template grid.

1. Toolbar — Add Template, Upload CSV, Sample CSV 

2. Template grid — saved templates and their scenario columns 

3. Add / Edit form (popup) — full template definition 

Confirm the sidebar shows Connected before adding, updating, uploading, or deleting templates.

> Screenshot: Toolbar with Add Template, Upload CSV, and Sample CSV.

The grid lists templates and scenario values.

Common actions:

| Action | How |

|---|---|

| Sort / choose columns | Click headers; right-click header for Column Chooser |

| Edit a template (form) | Double-click a product / template-name cell (frozen columns) |

| Edit a scenario cell | Double-click a scenario value cell (when editable) |

| Delete a template | Click the delete control in the first column, then confirm when prompted |

| Delete with keyboard | Select a cell and press Delete (when supported for that cell) |

Inline edits save through the server when you leave the cell; failed edits show an error reason.

> Screenshot: Template grid with frozen identity columns and scenario columns.

1. Click Add Template. 

2. The Add New Template form opens. 

3. Fill required fields (at minimum Template Name). 

4. Set product scope, slide-by mode, and price/vol scenarios. 

5. Click Add (requires Connected). 

6. Or click Cancel to discard.

> Screenshot: Add New Template form.

1. Double-click the template’s product / name cell in the frozen columns. 

2. The Edit Template form opens and loads current values. 

3. Template Name is locked while editing. 

4. Change product scope, shocks, or other fields. 

5. Click Update (requires Connected). 

6. Or click Cancel.

You can also adjust individual scenario cells with inline double-click edit when the server allows it.

> Screenshot: Edit Template form with name disabled.

Template Name

Required. Shown in Run Scenarios as the template choice. 

Cannot be renamed in the edit form (name is disabled when editing).

Product Type

| Value | Typical use |

|---|---|

| *** DEFAULT *** | Template-wide default (no specific symbol) |

| Category | Product category from the category list |

| Future Chain | Futures root / chain (for example ES) |

| Future Ticker | Specific future ticker |

| Stock Symbol | Equity underlying (for example AAPL) |

| Equity Sector | Sector from the sector list |

| Equity Market Cap | Market-cap bucket |

| Index | Index symbol (for example SPX) |

| Fixed Income | Fixed income identifier |

When Product Type is not Default, a required symbol/category field appears. The label and help text change with the product type (for example Select Category, ticker entry, and so on).

Expiration / month range (when available)

For product types that support it:

- All Expirations — include all 

- Or clear All Expirations and set From / To 

  - Help text explains whether values mean underlying month (front month, 2nd month, …) or days to expiration 

Copy Scenario

To reuse shocks from another template:

1. Choose a template under Copy Scenario (or leave *** NONE ***). 

2. Click Copy. 

3. Review the filled price/vol fields, then Add / Update.

Slide Price By

| Value | Meaning |

|---|---|

| Percent | Price shocks are percent moves (fields show %) |

| Price | Price shocks are absolute price amounts |

| StDev | Price shocks are in standard-deviation units |

Both Price scenarios and Vol scenarios use the same shock editor.

Fill helpers

- Increment — step size used by Fill 

- Steps — how many up values to generate (up to 8) 

- Fill — fills the Up slots from increment × 1…N 

Defaults differ:

- Price Fill defaults: increment 1, steps 8 

- Vol Fill defaults: increment 25, steps 8 

Up values

Enter up to 8 shock values in the Up row.

Down values

Choose how down shocks relate to up:

| Option | Behavior |

|---|---|

| Opposite of up | Down is the sign-reversed up list (locked) |

| Same as up | Down matches up (locked) |

| Enter down values | Enter a custom down list |

Vol scenarios note

Vol shocks are optional. When used, a vol shock is a parallel shift applied by multiplying current vol by the vol shock percent (as shown in the form hint).

> Screenshot: Price scenarios with Fill and down-value options. 

> Screenshot: Vol scenarios section.

1. In the grid, click the delete control on the template row (first column). 

2. Confirm when the server prompts. 

3. Or select the row/cell and press Delete if that path is enabled for your selection.

Deleting a template removes it from future Run Scenarios picks. Existing saved runs are not automatically re-run.

> Screenshot: Delete confirmation prompt.

Use CSV upload to create or refresh many template rows at once.

Download a sample

1. Click Sample CSV. 

2. Save slide_template_sample.csv. 

3. Open it to see the required headers and example rows.

Sample columns

| Column | Purpose |

|---|---|

| TemplateName | Template name |

| ProductType | Default, Category, Future Chain, Future Ticker, Stock Symbol, Equity Sector, Equity Market Cap, Index, or Fixed Income (legacy Level codes also accepted) |

| Symbol | Symbol/category when not Default (can be blank for Default) |

| SlideBy | Percent, Price, or StDev |

| FromMonth / ToMonth | Range values (use 0 when not applicable) |

| PriceShockUp / PriceShockDown | Comma-separated shocks (up to 8) |

| VolShockUp / VolShockDown | Optional comma-separated vol shocks |

Upload

1. Ensure status is Connected. 

2. Click Upload CSV and choose your .csv file. 

3. Watch progress (**Uploading x/y**). 

4. Fix any reported row errors and re-upload if needed. 

5. Confirm new/updated templates appear in the grid and in Run Scenarios.

> Screenshot: Sample CSV contents (header + example rows). 

> Screenshot: Upload in progress.

1. Open Scenario Risk → Run Scenarios. 

2. Choose your template in the Template dropdown. 

3. Set Model / Position / Settings as needed. 

4. Click Run Slide. 

See Run Scenarios for the full run workflow.

> Screenshot: Run Scenarios Template dropdown showing a newly created template.

Desk default percent slide

1. Add Template → name it (for example Desk Standard). 

2. Product Type = *** DEFAULT ***. 

3. Slide Price By = Percent. 

4. Price scenarios: Fill increment 1, steps 8, down = Opposite of up. 

5. Leave vol blank (or add standard vol shocks). 

6. Add, then select it on Run Scenarios.

Single-name stress with vol

1. Product Type = Stock Symbol, Symbol = AAPL. 

2. Slide Price By = Percent. 

3. Price up: 1,2,5,10 with opposite down. 

4. Vol up: 5,10 with opposite down. 

5. Add / Update.

Bulk load from spreadsheet

1. Sample CSV → edit in Excel. 

2. Keep headers exactly. 

3. Upload CSV while Connected. 

4. Verify in the grid, then run from Run Scenarios.

| Symptom | What to try |

|---|---|

| Add / Update disabled | Connect first (*WebSocket connection required to save*) |

| Upload disabled | Wait until Connected; finish any in-progress upload |

| Template Name highlighted / blocked | Enter a non-empty name |

| Symbol field required | Provide the symbol/category for the selected Product Type |

| Copy does nothing | Choose a template in Copy Scenario, then click Copy |

| Double-click doesn’t open form | Double-click a frozen product/name cell (not only a scenario cell) |

| Inline edit fails | Read the error reason; confirm the cell is editable and Connected |

| Delete doesn’t remove row | Confirm the delete prompt; ensure Connected |

| New template missing on Run Scenarios | Refresh/reopen Run Scenarios; confirm the template saved in this grid |

| I want to… | Do this |

|---|---|

| Create a template | Add Template → fill form → Add |

| Edit a template | Double-click product/name cell → Update |

| Copy shocks from another template | Copy Scenario → Copy |

| Set price unit | Slide Price By = Percent / Price / StDev |

| Build shock lists quickly | Increment + Steps → Fill |

| Mirror down shocks | Down = Opposite of up or Same as up |

| Bulk import | Sample CSV → edit → Upload CSV |

| Delete | Delete column click (confirm) or Delete key |

| Run it | Run Scenarios → select Template → Run Slide |

- Run Scenarios 

- Navigation

- Working with Grids 

- Alert Investigation

## Screenshot checklist (for authors)

1. Scenario Templates page (toolbar + grid) 

2. Add Template / Add New Template form 

3. Edit Template (name disabled) 

4. Product Type + symbol/category fields 

5. Expiration From/To (when shown) 

6. Copy Scenario 

7. Slide Price By 

8. Price scenarios (Fill + down options) 

9. Vol scenarios 

10. Sample CSV contents 

11. Upload CSV progress 

12. Delete confirmation 

13. Template appearing in Run Scenarios dropdown 

Replace # related-article links with live riskdocs URLs when those articles are published.

Publishing note: This is the React split of classic Slides template management. Keep run-time controls in [Run Scenarios](#).