Admin UI - Old Design

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Admin UI - Old Design by Mind Map: Admin UI - Old Design

1. Feed Summary

1.1. Top Controls

1.1.1. Options

1.1.1.1. Enable feed

1.1.1.2. Disable feed

1.1.2. New Feed

1.1.3. Search for Feeds

1.2. Feeds Data Table Columns

1.2.1. Feed Name

1.2.2. FTP Account

1.2.3. Client Name

1.2.4. Last Updated Date

1.2.5. Created Date

1.2.6. Status (Failed/Uploading/Completed)

1.2.7. Operation

1.2.7.1. Disable

1.2.7.2. Enable

2. Feed Detail

2.1. ******************Feed specific******************

2.1.1. ******************************Existing-Feed***********************************

2.1.1.1. Client Name

2.1.1.2. Feed Name

2.1.1.3. Feed Status

2.1.1.4. FTP Account

2.1.1.5. Portfolio Owner

2.1.1.6. Currency

2.1.1.7. Primary Benchmark

2.1.1.8. Access level

2.1.1.8.1. Access Groups

2.1.1.8.2. Only Portfolio Team Can Edit this

2.1.1.9. Status

2.1.1.10. Conversion

2.1.1.10.1. None

2.1.1.10.2. Default 7 zip

2.1.1.10.3. Encrypted 7 zip

2.1.1.10.4. zip

2.1.1.10.5. pgp

2.1.1.10.6. gpg

2.1.1.10.7. asc

2.1.1.11. Investment Style/Strategy

2.1.1.12. Has Template

2.1.1.13. Client Id

2.1.1.14. Has Encryption

2.1.1.15. Risk Model

2.1.1.16. Path

2.1.2. New Feed

2.2. Ingestion Specific

2.2.1. ***********************Ingestion-List-Columns*************************************

2.2.1.1. Enabled

2.2.1.2. Ingestion Name

2.2.1.3. File Type

2.2.1.4. Last Uploaded Date

2.2.1.5. Last Updated Date

2.2.1.6. Created Date

2.2.1.7. Upload Status

2.2.2. Top Controls

2.2.2.1. Ingestion Options

2.2.2.1.1. Enable

2.2.2.1.2. Disable

2.2.2.2. New Ingestion

2.2.2.3. Ingestion Filter

2.2.2.3.1. All

2.2.2.3.2. Active

2.2.2.3.3. Disabled

2.2.2.4. Search for ingestions

3. Ingestion Detail

3.1. Ingestion Details

3.1.1. Ingestion Name

3.1.2. Feed Name

3.1.3. File Type

3.1.3.1. Holdings

3.1.3.1.1. File Outlook (Only for Holdings file)

3.1.3.2. Transactions

3.1.3.2.1. Has Price

3.1.3.2.2. Composite checkbox

3.1.3.2.3. Splits Not included

3.1.3.2.4. Grp files

3.1.3.3. Security Information

3.1.3.4. Prop Info

3.1.3.5. Splits

3.1.3.6. Composites

3.1.4. File Upload Status

3.1.5. ******************Processing-Day(s)********************

3.1.5.1. Sunday

3.1.5.2. Monday

3.1.5.3. Tuesday

3.1.5.4. Wednesday

3.1.5.5. Thursday

3.1.5.6. Friday

3.1.5.7. Saturday

3.1.5.8. Sunday

3.1.6. Expected File Frequency (in hours)

3.1.7. Delimiter

3.1.7.1. Comma

3.1.7.2. Semi Colon

3.1.7.3. Pipe

3.1.7.4. Tab

3.1.7.5. Custom

3.1.8. ************************Conversion*********************************

3.1.8.1. None

3.1.8.2. Default 7 zip

3.1.8.3. Encrypted 7 zip

3.1.8.4. zip

3.1.8.5. pgp

3.1.8.6. gpg

3.1.8.7. asc

3.1.9. Currency

3.1.10. Processing filename includes characters

3.1.11. Alerts

3.1.11.1. Recipient list for Success

3.1.11.2. Recipient list for Failure

3.1.12. Select Asset Types

3.1.12.1. Ignore

3.1.12.2. Exclude

3.1.12.3. Add