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
  • Strategy

Firm objects can be linked to other objects of the following types:

  • Contact
  • Entity
  • Firm
  • Fund
  • Private Equity
  • Real Estate
  • Share Class
  • Strategy

Fund objects can be linked to other objects of the following types:

  • Contact
  • Contract
  • Entity
  • Firm
  • Fund
  • Instrument
  • Loan
  • Performance
  • Private Equity
  • Real Estate
  • Share Class
  • Strategy

Performance objects can be linked to other objects of the following types:

  • Contact
  • Fund
  • Share Class
  • Strategy

Share Class objects can be linked to other objects of the following types:

  • Contact
  • Firm
  • Fund
  • Performance
  • Strategy

Strategy objects can be linked to other objects of the following types:

  • Contact
  • Firm
  • Fund
  • Performance

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