Vision Upload Format: CompanyToAnalyst

Vision Portfolio Management Application Layer: Data Feeds

| Application Feeds |

Data Feed: CompanyToAnalyst

Category: MembershipFeed

Summary:

    The CompanyToAnalyst feed is used to track a company's analyst over time and to cross reference the companies followed by each analyst over time. The records supplied by this feed are used to update the Company time series property analyst and the Analyst time series property memberList.

    This relationship is described in the Portfolio Management Application Supplemental Core Classes document.

Available Fields:

FieldTypeDescription
--- Required Fields ---
groupId String id of existing Analyst instance
memberId String id of existing Company instance
--- Suggested Fields ---
date Date date of the membership

Special Processing Rules:

  • The groupId and memberId fields must be supplied. The groupId must correspond to an existing Analyst instance. The memberId must correspond to an existing Company instance.

  • The date field is optional and should be supplied if you want to track analyst changes over time. It can be supplied in any valid date format such as 19971215 or 12/15/97. To specify an initial membership, use the date 10101 or the string Default as the value of the date field.

  • The analyst time series property at Company will be updated as of the supplied date with the Analyst indicated by the supplied groupId. The memberList time series property at Analyst will be updated for each Analyst/date combination affected by this feed.

  • To indicate that the company no longer has an analyst use the string Default as the value of groupId field.

  • This feed is designed as an append-style update. You only need to supply records for dates on which a company's analyst has changed.

Related Feeds:

Sample Upload:

The following tab-delimited feed could be used to define company-analyst memberships over time. 

Interface ExternalFeedMaster upload: "CompanyToAnalyst" using:
     "memberId     groupId     date
      00036110     A1         Default
      00036110     A2         19951231
      00079410     A2         Default
      00079410     A3         19931231
      00079410     Default    19960115
      00163T10     A3         Default
     " ;