Vision Upload Format: CompanyToIndustry

Vision Portfolio Management Application Layer: Data Feeds

| Application Feeds |

Data Feed: CompanyToIndustry

Category: MembershipFeed

Summary:

    The CompanyToIndustry feed is used to track a company's industry over time and to cross reference the companies included in each industry over time. The records supplied by this feed are used to update the Company time series property industry and the Industry time series property memberList.

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

Available Fields:

FieldTypeDescription
--- Required Fields ---
groupId String id of existing Industry 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 Industry instance. The memberId must correspond to an existing Company instance.

  • The date field is optional and should be supplied if you want to track industry 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 industry time series property at Company will be updated as of the supplied date with the Industry indicated by the supplied groupId. The memberList time series property at Industry will be updated for each Industry/date combination affected by this feed.

  • To indicate that the company no longer has an industry (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 for dates on which a company's industry has changed.

Related Feeds:

Sample Upload:

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

  Interface ExternalFeedMaster upload: "CompanyToIndustry" using:
    "memberId     groupId     date
     00036110     560         Default
     00036110     120         19951231
     00079410     740         Default
     00079410     120         19931231
     00079410     Default     19960115
     00163T10     140         Default
    " ;