Vision Upload Format: UniverseMembers

Vision Portfolio Management Application Layer: Data Feeds

| Application Feeds |

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Data Feed: UniverseMembers

Category: MembershipFeed

Summary:

The UniverseMembers feed is used to define the member Entities in a Universe over time. The records supplied by this feed are used to update the Universe time series property list.

This class is described in detail in the Vision Class: Universe document.

Available Fields:

Field	Type	Description
--- Required Fields ---
groupId	String	id of existing Universe instance
memberId	String	id of existing Entity instance appropriate for Universe
--- 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 Universe instance. The memberId must correspond to an existing Entity instance of the class defined for the Universe.

• The date field is optional and should be supplied if you want to track membership changes in a universe 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 list time series property will be updated for each groupId/date combination included in this feed with an IndexedList of the appropriate entity instances specified by this feed. Because the memberships will replace the existing list for a date, you must specify all the members for each groupId/date included.

Related Feeds:

• UniverseMaster: creates Universe instances

Sample Upload:

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

Interface ExternalFeedManager upload: "UniverseMembers" using:
     "groupId     date       memberId
      SP500       19971031   45920010	
      SP500       19971031   37044210	
      SP500       19971031   88553510	
      SP500       19971031   00282410	
      SP500       19971031   00724F10	
      #---  ...
      SP500       19971130   45920010	
      SP500       19971130   37044210	
      SP500       19971130   88553510	
      SP500       19971130   00282410	
      SP500       19971130   00724F10	
      #---  ...
      DJT         Default    01165910
      DJT         Default    00176510
      DJT         Default    00202M10
      #---  ...
     " ;