Example:
Hierarchy Table
The below table details which fields are imported from Bloomberg and the order that Canopy will show. The system will first look for information at Level 1, if there is not information available at Level 1 it will then move onto Level 2, etc.
| Equities | Bonds | Funds | |
|---|---|---|---|
| Geography | |||
| Level 1 | User customized | User customized | User customized |
Level 2 | Country of Incorporation | Fund Focus Geography | |
| Level 3 | Country of Incorporation | ||
| Asset Class | |||
| Level 1 | User customized | User customized | User customized |
| Level 2 | |||
| Level 3 | |||
| Sub-Asset Class | |||
| Level 1 | User customized | User customized | User customized |
| Level 2 | |||
| Level 3 | |||