Vision Upload Format: CompanyToCountry

Vision Portfolio Management Application Layer: Data Feeds

| Application Feeds |

Data Feed: CompanyToCountry

Category: MembershipFeed

Summary:

    The CompanyToCountry feed is used to define a company's country and to cross reference the companies included in each country. The records supplied by this feed are used to update the Company property country and the Country property memberList.

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

Available Fields:

FieldTypeDescription
--- Required Fields ---
groupId String id of existing Country instance
memberId String id of existing Company instance

Special Processing Rules:

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

  • The country property at Company will be updated with the Country indicated by the supplied groupId. The memberList property at Country will be updated for each Country affected by this feed.

  • To indicate that the company no longer has a country (if the company is acquired for example), 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 that assign initial country values or that change existing ones.

  • If a country is assigned to a company that does not have a value for its base currency, the base currency associated with the country is assigned to the company's baseCurrency property.

Related Feeds:

Sample Upload:

The following tab-delimited feed could be used to define company-country membership over time. 

  Interface ExternalFeedManager upload: "CompanyToCountry" using:
    "memberId     groupId
     00036110     US	
     00079410     US	
     00194110     CA	
     00443110     MX	
     01310410     US	
     01371610     CA	
    " ;