| ID: | F-349 |
|---|---|
| Technical name: | portfolioName |
| Functional description: | States the name of a portfolio. This field can be shaped by the contractual partners. It is used to identify related portfolios. The field should be saved as a text or natural number. |
| Datatype: | String |
| Example: | "Example text" |
| Name (XML): | portfolioName |
| Datatype (XML): | String |
| Name (JSON): | portfolioName |
| Datatype (JSON): | String |
| Example (JSON): | "Example text" |
| Name (CSV): | PORTFOLIO_NAME |
| Datatype (CSV): | String |
| Example (CSV): | "Example text" |
| Guideline versions: | 2, 2.1, 3, 3.1 |
| Associated Entities by Subset | |
| 5.1 | 5.1-Ongoing operational reporting |
| core | |
| optional | Property |
| 5.4 | 5.4-ESG |
| core | |
| optional | Property |
| 5.6 | 5.6-Provision of basic valuation data |
| core | |
| optional | Property |
| 5.7.1 | 5.7.1-Valuation report (Direct Capitalization) |
| core | |
| optional | Property |
| 5.7.2 | 5.7.2-Valuation report (DCF) |
| core | |
| optional | Property |
| 5.7 | 5.7-Valuation report |
| core | |
| optional | Property |