In PDC, an entity indicates an entity indicates an investment account or a collection of investment accounts. These 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.
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You need to select a policy to create an entity.
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Policies are the workflow templates for creating entities.
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