Junxure Desktop

            JAIW: Field Map

            Here is a list of “mappable” fields in the Junxure Asset Import Wizard. Also included are the Junxure database fields where the values are stored and screenshots showing the location within the Junxure UI where they are visible.

            Note: Individual interfaces in the JAIW will vary. These are available for each interface within JAIW by clicking the View Asset Field Map and View Account Field Map buttons on the Select Import Items screen.

            Account Fields:

            JxTable
            JxFieldName
            UI FieldName
            Data Type
            tblClientDBCamIDs
            DBCamID
            Acc_AccountNumber
            text
            tblClientDBCamIDs
            Accounttype
            Acc_AccountType
            text
            tblClientDBCamIDs
            AccountMemo
            Acc_Comment
            text
            tblClientDBCamIDs
            AccountNote
            Acc_Description
            text
            tblClientDBCamIDs
            Discretionary
            Acc_Discretionary
            text
            tblClientDBCamIDs
            objective 1
            Acc_Objective
            text
            tblClientDBCamIDs
            OrgName 2
            Acc_Custodian
            text
            tblClientDBCamIDs
            BillToAcct
            Acc_BillingAccountNumber
            text
            tblClientDBCamIDs
            taxable
            Acc_Taxable
            yes/no
            tblClientDBCamIDs
            target
            Acc_Target
            text
            tblClientDBCamIDs
            InceptionDate
            Acc_InceptionDate
            date
            tblClientDBCamIDs
            PolTypeID 3
            Acc_Policy
            text
            1. Also added to look-up table tblLookQuestInvestObj as InvestObj
            2. Also added to look-up table tblLookCustodians as CustodianName
            3. Also added to look-up table tblLookPolicyTypes as PolLong (and first ten characters added to PolShort)


            Asset Fields:


            JxTable
            JxFieldName
            UI FieldName
            Data Type
            FAS-Assets
            acctcode
            AccountNo
            text
            FAS-Assets
            portfolio
            AccountType
            text
            FAS-Assets
            category
            Category
            text
            FAS-Assets
            class
            Class
            text
            FAS-Assets
            costbasis
            CostBasis
            number
            FAS-Assets
            deffect
            EffectiveDate
            date
            FAS-Assets
            owncat
            InvType
            text
            FAS-Assets
            mktvalue
            MarketValue
            number
            FAS-Assets
            model
            Model
            text
            FAS-Assets
            name
            Name
            text
            FAS-Assets
            note
            Note
            text
            FAS-Assets
            nounits
            NoUnits
            number
            FAS-Assets
            ownerid
            OwnedBy
            text
            FAS-Assets
            ownertext
            OwnerText
            text
            FAS-Assets
            qual
            QualifiedAsset
            text
            FAS-Assets
            mktcode
            Symbol
            text


            Updated: 11 Sep 2018 01:13 AM
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