Vision Upload Format: AnalystMaster

Vision Portfolio Management Application Layer: Data Feeds

| Application Feeds |

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Data Feed: AnalystMaster

Category: MasterFeed

Summary:

The AnalystMaster feed is used to create and refresh basic information for Analyst instances.

Available Fields:

Field	Vision Property	Type	Description
--- Required Fields ---
entityId	code	String	id of new or existing Analyst instance
--- Suggested Fields ---
currencyId	baseCurrency	String	id of existing Currency instance
name	name	String	descriptive name
--- Other Fields ---
numericCode	numericCode	Number	numeric code
shortName	shortName	String	short name
sortCode	sortCode	String	sort code

Related Feeds:

• CompanyToAnalyst: manages company-analyst relationship over time
• AnalystEst: loads analyst estimate information for companies

Sample Upload:

The following tab-delimited feed could be used to create Analyst instances and refresh basic information:

   Interface ExternalFeedManager upload: "AnalystMaster" using:
   "EntityId		Name
    A1			Analyst 1
    A2			Analyst 2
    " ;