Entries by Aman Grewal

What is an object map?

An object map is a graphical representation of your data. It shows how objects are related to each other. This helps you see patterns and spot errors, omissions or anomalies. You can see how all your objects are linked from different viewpoints. Use the tick boxes and drop-down filter to show more or less information. […]

What does ‘You have incomplete fields’ mean?

You may receive an alert that says, “You have incomplete fields from a previous period. Click here to start filling in these fields.” This means that AssetLogic has spotted a gap in the information record for a particular object. You are not required to complete all fields in order to submit your data, the notification […]

How do I unlink objects?

When you are in an object, you will need to click the pencil for the section with the linked object field in it. Go to the object link you want to remove, and click on the trash can icon. Remember that if you have permashared an object with another AssetLogic member and subsequently unlinked it, […]

Which type of objects can be linked?

Any sensible link is allowed. For example, you can link a fund to a share class, but you can’t link a strategy to a share class.   Specific linking details are as below: Contact objects can be linked to other objects of the following types: Entity Firm Fund Performance Private Equity Real Estate Share Class […]

How do I link objects?

In AssetLogic, object linking is done from the “parent” object. For example, strategies are linked to the managing firm from the firm object. And contacts are linked to from the firm, strategy, fund or share class. The link itself is differentiated from other fields as you will see text in blue. Where there are no […]

When should I link objects?

You should link objects if you need other data to describe something. For example, to properly describe a fund you will need to link it to other objects. These include the strategy under which it sits, the contact(s) who manage it and its performance. However, it’s important to link objects as directly as possible. For […]

How can I find the field I am looking for?

If you know which object the field is part of, go to that object and use the search facility (magnifying glass icon) by entering the name of the field. Alternatively you can click on the grey ? icon next to each edit pencil and it will give you all the data fields for that section. […]