In PDC, an entity indicates an investment account or a collection of investment accounts. These accounts and collections can include the following items:An entity is identified by entity_id, an 8-character field that represents an account.
- Portfolios
- Mutual Funds
- Aggregates
- Composites
- Benchmarks
- Custom Benchmarks
- Static and Dynamic Lists
- Peer Groups
- Sleeves
...
Depending on the type of policy you select for the entity, you must provide different types of information. By default, the PDC packaged content contains the following entity types:
- PORT
- AGG
- SUB
- COMP
- ACOM
- INDX
- LIST
- PEER
- SLEV