25.2 Overview of the Fiduciary Services Investment Summary Population

Table to Table seeded definitions are provided for loading data into the target table Fct Fiduciary Serv Invst Summary (FCT_FIDUCIARY_SERV_INVST_SUMM):

Table 25-1 Fiduciary Services Investment Summary T2T Definitions

Source Table Name T2T Definition Name
STG_CASA T2T_FFSIS_STG_CASA
STG_CUSTODIAL_ACCOUNTS T2T_FFSIS_STG_CUSTODIAL_ACCOUNTS
STG_INVESTMENTS T2T_FFSIS_STG_INVESTMENTS
STG_MANAGED_INV_ADV T2T_FFSIS_STG_MANAGED_INV_ADV
STG_MUTUAL_FUNDS T2T_FFSIS_STG_MUTUAL_FUNDS
STG_RETIREMENT_ACCOUNTS T2T_FFSIS_STG_RETIREMENT_ACCOUNTS
STG_TD_CONTRACTS T2T_FFSIS_STG_TD_CONTRACTS
STG_TRUSTS T2T_FFSIS_STG_TRUSTS