Restriction

Data Dictionary - Entity Table: Restriction

This table contains predetermined restriction types and circumstances by which these restrictions should be checked. Limits for different investment strategies can be set based on asset classifications (industry, region, asset class) and specific instruments types (Amazon shares). The group of tables linked to Restrictions can be applied to check if the portfolio fits the predetermined investment strategy or if a proposed transaction will unbalance the 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,(auto creates)
Name	VARCHAR(45)	NULL	Amazon; Tobacco	Name of the restriction
Owner	BIGINT(12)	NULL	1	Related to Business_Partner table. Owner column can determine which user is able to review and change this settings.
Pre_Deal_Check	TINYINT	NULL	1	Determines to check this restriction or not, before conducting the deal (transaction) to assure it will not break restriction threshold
Batch_Check	TINYINT	NULL	1	Determines whether to check this restriction regularly on a batch basis
Overridable	TINYINT	NULL	0	Determines whether it could be overridden
CONSTRAINT	FOREIGN KEY	REFERENCES	ON DELETE	ON UPDATE
RestrictionOwner	(Owner)	Business_Partner (id)	NO ACTION	NO ACTION
CREATE INDEX	ON	ASC	VISIBLE	.
Owner_idx	Restriction	(Owner ASC)	VISIBLE	.