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Column NameData TypeDescription
strategy_idinteger
strategy_nametext
strategy_typetextuser defined field intended to group similar strategies into one e.g. 'by_user_asset_class' or 'by_custodian' or 'by_security_for_Equities' etc.
usernametextthis is the username (e.g. parent or rm) to whom the strategy belongs
user_typetexte.g. parent, rm
strategy_definitionjsonbdefines how the transactions inside this strategy will be selected
latest_record_datedate
success_achievedboolean
run_resultsjsonb
system_generated_strategyboolean
last_run_atdate
created_atdate
updated_atdate