Investment Proposition
Data Dictionary - Entity Table: Investment_Proposition#
Investment proposition (or proposal in short) is created when client advisor wants to modify an existing client's portfolio, suggest new opportunities, simulate trades and investigate the impact upon client holdings. The simulated portfolio is created by copying an existing portfolio (called source portfolio) as a starting point. Changes are then applied on the simulated portfolio and compared with the source portfolio.
| Primary Key ('id') | . | ENGINE = InnoDB | . | . |
|---|---|---|---|---|
| Column Name | Data Type | PK Primary Key, NN-Not Null, Null | Example | Comments |
id | BIGINT(12) | PK, NN | 1 | PrimaryKey-ID, Not Null (auto creates) |
name | VARCHAR(32) | NULL | epam | Name of the proposal |
description | VARCHAR(1024) | NULL | increase exposure to tech stocks | Short proposal description |
presentation_currency_id | BIGINT(12) | NULL | 1 | This is the currency in which proposal is presented to the client. See Currency Table |
real_portfolio_id | BIGINT(12) | NOT NULL | 1 | Actual portfolio id |
source_portfolio_id | BIGINT(12) | NOT NULL | 2 | Parent portfolio id that is copied and used as a starting point for new simulated portfolio |
simulated_portfolio_id | BIGINT(12) | NOT NULL | 3 | Simulated portfolio id that contains this investment proposition |
Created_Date | DATETIME | NULL | 1/1/2020 12:30:00 PM | Date when proposal was created |
Accepted_Date | DATETIME | NULL | 10/1/2020 12:30:00 PM | Date when proposal was accepted / approved by the client |
| CONSTRAINT | FOREIGN KEY | REFERENCES | ON DELETE | ON UPDATE |
fk_investment_proposition_ portfolio1 | (real_portfolio_id) | Portfolio (id) | NO ACTION | NO ACTION |
fk_investment_proposition_ portfolio2 | (source_portfolio_id) | Portfolio (id) | NO ACTION | NO ACTION |
fk_investment_proposition_ portfolio3 | (simulated_portfolio_id) | Portfolio (id) | NO ACTION | NO ACTION |
currency | (presentation_currency_id) | Currency (id) | NO ACTION | NO ACTION |
| CREATE INDEX | ON | ASC | VISIBLE | . |
fk_investment_proposition_ portfolio1_idx | Investment_Proposition | (real_portfolio_id ASC) | VISIBLE | . |
fk_investment_proposition_ portfolio2_idx | Investment_Proposition | (source_portfolio_id ASC) | VISIBLE | . |
fk_investment_proposition_ portfolio3_idx | Investment_Proposition | (simulated_portfolio_id ASC) | VISIBLE | . |
Currency_idx | Investment_Proposition | (presentation_currency_id ASC) | VISIBLE | . |