Tables

Tables

Tables are used to map data between the Fund Investment Tool and the finance system that comes in from the data syncs and the import processes for income allocations, admin fees, spending policies, rebalancing strategies, transaction journal types and valuation journal types.

For assistance with this area, please contact support before making any edits to this area.

Click the ellipsis button and then click Edit Table to see the mappings for each type. The screenshot below is just an example, the mappings for each FIT tenant will be different:

MemberValue 1 is the FIT pool name

MemberValue2-the finance system attribute name and appears as a header in the template

MemberValue3-is the actual field value