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Data object templates

Start from a ready-made data object schema instead of a blank table.

A template is a ready-made data object schema: a name, an icon and a set of attributes already defined, including any links to related objects. Starting from a template saves you from building common structures by hand and keeps related objects consistent.

Create from a template

  1. Go to the Data area and select Manage.
  2. Open the dropdown next to the New button.
  3. Choose Create from template.
  4. In Choose data object templates, browse the list or use Search templates to find one.
  5. Select the checkbox on each template you want. Click a row to preview it on the right.
  6. Confirm with the Create data objects button.

You can select more than one template at a time, and each is created as its own data object.

The Choose data object templates dialog: a searchable, grouped list on the left with Fee Parameter selected, and its details on the right.
Choose data object templates: tick the templates you want; the right panel previews the selected one.

What the preview shows

Selecting a template on the left opens its detail on the right, with its description, its Attributes and their types, and any Dependencies. Dependencies are other objects the template links to.

A template preview showing the Fee Parameter description, its Dependencies (Delegate, Fund, Sub-fund, Share Class) and its ten attributes with types.
The preview: the template's description, its dependencies, and every attribute with its type.
When a template depends on other objects, those dependencies are created alongside it. The footer tells you the total, for example how many objects are selected plus how many dependencies are pulled in.

How templates are organized

Templates are grouped by domain so related ones sit together. Groups include Reference Data, Fund Structures, Holdings, Transactions, Analytics, Deal Flow, Metrics & Scores, Investor Relations and Productivity. Each group is collapsible, and a count shows how many templates you have selected within it.

The template list collapsed to its groups: Reference Data, Fund Structures, Holdings, Transactions, Analytics, Deal Flow, Metrics & Scores, Investor Relations and Productivity.
Templates are grouped by domain; each group collapses and shows how many you've selected.

After creation

Once you confirm, the new objects appear in your data object list and you land back on that list so you can review everything that was created. From there you can rename attributes, add your own, and start adding records. See Create a data object and Add, edit & import records.

The in-app template picker is always the source of truth. The set of templates can grow over time, so the picker may list more than any static description.

Where to go next