Vision Upload Format: CompanyMaster

| Application Feeds |

Data Feed: CompanyMaster

Category: MasterFeed

Summary:

    The CompanyMaster feed is used to create and refresh basic information for Company instances. Companies represent the actual corporate entity. One or more Security instances may be associated with a specific company. Fundamental company information is usually stored with the companies; pricing, dividend, and split related information is usually stored with the securities. The Company class is described in detail in the Portfolio Management Application Classes document. A number of related feeds are also available.

Available Fields:

Field Vision
Property 		Type Description
--- Required Fields ---
entityId code String id of new or existing Company instance
--- Suggested Fields ---
currencyId baseCurrency String id of existing Currency instance
name name String descriptive name
--- Other Fields ---
analyst analyst String id of existing Analyst instance
country country String id of existing Country instance
fiscalYearEnd fiscalYearEnd Integer fiscal year end month
industry industry String id of existing Industry instance
primaryCompany _primaryCompany String id of parent company
shortName shortName String short name
sortCode sortCode String sort code

Special Processing Rules:

  • The entityId can be a unique id assigned by your organization (or your company master source) that permanently identifies the company. The aliases associated with any security for that company are also valid as the identifier (e.g., the cusip or sedol of a security issued by the company).

  • The currencyId is used to identify the currency in which monetary values for the company are displayed by default. This currency may differ from the currencies of the securities for that company.

  • primaryCompany can be used to set a parent company when it is different from the company (e.g., GMH's primaryCompany is GM).

Related Feeds:

Sample Upload:

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


   Interface ExternalFeedManager upload: "CompanyMaster" using:
   "Id		Name		fiscalYearEnd
    00036110	AAR CORP	     5
    00079410	ACC CORP	     12
    00095710	ABM INDUSTRIES 	     10 
   "  ;