Vision Upload Format: UniverseMaster

Vision Portfolio Management Application Layer: Data Feeds

| Application Feeds |

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Data Feed: UniverseMaster

Category: MasterFeed

Summary:

The UniverseMaster feed is used to create and refresh basic information for Universe instances. A Universe is used to name and track lists of related entities over time. This class is described in detail in the Vision Class: Universe 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 Universe instance
memberType	memberType	String	id of existing Entity class
--- Suggested Fields ---
name	name	String	descriptive name
--- Other Fields ---
numericCode	numericCode	Number	numeric code
shortName	shortName	String	short name
sortCode	sortCode	String	sort code

Special Processing Rules:

• The memberType should reference an existing Entity class that represents the type of entity to be tracked by this universe.

Related Feeds:

• UniverseMembers: updates memberships for universes over time

Sample Upload:

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

   Interface ExternalFeedManager upload: "UniverseMaster" using:
   "Id	     Name                        MemberType
    SP500    Standard & Poors 500        Security
    DJ30     Dow Jones 30 Industrials    Security
   "  ;