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 |