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DEAP · How-to guideGenerally available

Create a currency policy

5 steps to create a currency policy with SSOT validation and lifecycle controls.

Audience
Administrator, Solution architect
Owner
DEAP SSOT product documentation
Last reviewed
Oct 12, 2026
Reading time
10 min

Steps

  1. 01

    Currency

    Screenshot: Currency
    Currency codeRequired
    Helper
  2. 02

    Roles scope

    Screenshot: Roles scope
    RolesRequired
    Helper
    Functional effective date
    Helper
  3. 03

    Precision rounding

    Screenshot: Precision rounding
    Reference decimals
    Helper
    Decimals override
    Helper
    Rounding modeRequired
    Helper
  4. 04

    Rate policy

    Screenshot: Rate policy
    Rate policy rate sourceRequired
    Helper
    Rate policy source priority
    Helper
    Rate policy quote conventionRequired
    Helper
    Rate policy auto derive inverseRequired
    Helper
    Rate policy inverse rounding
    Helper
    Rate policy triangulation base
    Helper
    Rate policy freshness tolerance hours
    Helper
    Rate policy stale behavior
    Helper
    Effective datesRequired
    Helper
    Sample conversion preview
    Helper
  5. 05

    Review

    Screenshot: Review

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