TABLE OF CONTENTS
Orgs
The Performance Benchmarking project involves various orgs.
- Client Orgs
- FundPanel creates monthly Fund Snapshots for all Funds from Date of Inception through present
- Master Portal
- Retrieves Fund Snapshots from Client Orgs and sends along to the Benchmarking Org
- https://aduro-portal.lightning.force.com/
- Org Id: 00D15000000Fear
- Performance Benchmarking Org
- Houses Benchmarking data
- https://aduro-performance-benchmarking.lightning.force.com/
- Org Id: 00Da500000HUHBk
Data Model (High Level and Detailed)
Data Mapping
(where Fund Snapshot data comes from, how it gets calculated)
https://docs.google.com/spreadsheets/d/16EzyvxndRRH3o_wm-SiKDRLlnZY3C3A0CnTRXbUcI7w/edit?usp=sharing
Org Data
Org data will be input into the Benchmarking Org for Internal Aduro use only, and to help with the linkage/grouping of records. Org info will be kept to a minimum: only Client Org Id, Client Name and Portal Org Id will be copied over. This will help with the triage and mapping of data internally.