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Libraries
Libraries
Libraries allow teams to standardize their engagements firm-wide by setting the parameters for each type of analysis
available in MindBridge, including account groupings, ratios, filters, and risk scores.
New libraries must be created based on an existing library (i.e., a “base library”). When a base library is selected,
its point-in-time settings and permissions are copied to the new library.
The following system libraries can be selected as base libraries:
Previous
Create LibraryCreate a new library.
If the selected account grouping and the account grouping associated with the selected base library are different,
MindBridge can attempt to convert the settings (e.g., ratios, filters, populations, etc.) from the base library for use
with the accounts in the selected account grouping. To do so, set the `convertSettings` property to `true` — any
accounts that cannot be converted will be listed in the `conversionWarnings` field.
**Note**: If `warningsDismissed` is also set to `true`, these warnings will not be displayed in the UI.
Restrictions
- The industry tags for the new library must be included in the selected account grouping.
### Permissions
- `api.libraries.write`
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