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The Interportfolio Transfer (IPT) default message stream is used to automate and load interportfolio transfer transactions.

IPT transactions are loaded using the following streams:

  • eagle_default_in_csv_IPT
  • eagle_default_in_star_IPT

[Sample records, required data fields, as well as [ panels, binds, and stored procedures for the Interportfolio Transfer stream are described in the following pages.

To review the results of processing in the database, use the List Interportfolio Transfer Rule query under the Reorg category in Eagle Accounting.

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