Strategy_Definitions

Column Name	Data Type	Description
strategy_id	integer
strategy_name	text	name of the strategy .. (in auto generated strategy definitions, the ticker is appended to the end of the name for single security strategies to distinguish amongst multiple bonds issued by the same issuer)
strategy_type	text	user defined field intended to group similar strategies into one e.g. 'by_user_asset_class' or 'by_custodian' or 'by_security_for_Equities' etc.
username	text	this is the username (e.g. parent or rm) to whom the strategy belongs
user_type	text	e.g. parent, rm
strategy_definition	jsonb	defines how the transactions inside this strategy will be selected. Further information is here Introduction to Strategies (and how to create them)
latest_record_date	date	this stores the latest date to which this strategy has been calculated (i.e. date to which results are available in table strategy_records)
success_achieved	boolean	whether strategy calculation was successful or not (null if never run, false if there was an error, true if all went well)
run_results	jsonb	meta data of the strategy calculation e.g. how many tickets etc
system_generated_strategy	boolean	true if the strategy definition was generated automatically by Canopy
last_run_at	date
created_at	date
updated_at	date

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