Dashboard templates in the Infront Portfolio Manager
Dashboard templates are templates that cannot be edited by the "Infront Portfolio Manager" user, as they can only be uploaded unchanged to . Dashboard templates (template category "Customer Account") are grayed out in the list of templates. These templates can be opened in the Infront Portfolio Manager, but cannot be changed or saved. If necessary, use the "Save as..." command to create your own tables based on these templates.
In the Infront Portfolio Manager you will find the following tabular dashboard evaluations:
In the individual person properties, you define for which persons the upload of templates for is permitted. Please also read the section Personal characteristics.
In addition to the tables listed above, monitoring templates are also available. Use this to check your data before uploading:
- Monitoring customer account persons
With this evaluation, you always have an overview of the current status of the linked persons. - Monitoring customer account IDs
Use this table to check that all objects are assigned unique IDs. - Monitoring customer account assets
This table allows you to check the master data of the securities account assets for completeness and correctness before each upload.