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- Enable the Entity Build Engine on the PACE Server by accessing the PACE Manager (Choose the Configure button and access the General Tab).
- Choose the Build Type of Entity within the Import/Export Feed button in the Administrator during the setup of the Uploader schema.
This is chosen for POSITION uploads. This will indicate to the system that the existing composite, aggregate, and sub-portfolio entities should be updated with the new positions data, if applicable. - Create Entity Build type field attributes.
These fields are populated when the composite entity is built. These are located in the HOLDING database in the POSITION_DETAIL table. For sub-portfolios that build cash, you also need to create Entity Build field attributes. These are located in the CASH database in the CASH-ACTIVITY table. - This process involves defining Entity Build fields. Entity Build fields must be built for each field that may be used in a report.
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