Vision Upload Format: IndustryToSector

Vision Portfolio Management Application Layer: Data Feeds

| Application Feeds |

Data Feed: IndustryToSector

Category: MembershipFeed

Summary:

    The IndustryToSector feed is used to define an industry's sector and to cross reference the industries included in each sector. The records supplied by this feed are used to update the Industry property sector and the Sector property memberList.

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

Available Fields:

FieldTypeDescription
--- Required Fields ---
groupId String id of existing Sector instance
memberId String id of existing Industry instance

Special Processing Rules:

  • The groupId and memberId fields must be supplied. The groupId must correspond to an existing Sector instance. The memberId must correspond to an existing Industry instance.

  • The sector property at Industry will be updated with the Sector indicated by the supplied groupId. The memberList property at Sector will be updated for each Sector affected by this feed.

  • To indicate that the industry should not be included in any sector, 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 sector values or that change existing ones.

Related Feeds:

Sample Upload:

The following tab-delimited feed could be used to define industry-sector memeberships over time. 

Interface ExternalFeedManager upload: "IndustryToSector" using:
     "groupId     memberId
      NOND        110
      NOND        120
      NOND        130
      DURB        210
      DURB        220
      DURB        230
     " ;