In PDC, an entity indicates an investment account or a collection of investment accounts. An entity is identified by entity_id, an 8-character field that represents an account. These accounts and collections can include the following items:
- Portfolios
- Mutual Funds
- Aggregates
- Composites
- Benchmarks
- Custom Benchmarks
- Static and Dynamic Lists
- Peer Groups
- Sleeves
In the Portfolio Desk workspace, you can create entities. The entities provide you with a predefined set of information, which specifies its unique characteristics, relationships, financial data, and vendor data. An entity is identified by entity_id, an 8-character field that represents an account. You need to select a policy to create an entity. Policies are the workflow templates for creating entities.
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