Articles – Inteligent

Inteligent articles can display dynamic content such as program name, program´s last date, company address and many more. For example program´s last date would be the date when program´s performance was last updated. When inserted dynamically into a text the information will change everytime the performance gets updated.

How to use

1) To enable dynamic content, article´s replacement type needs to be set to Token.

2) Enter an object (Company, Portfolio, Program, Country or Benchmark) followed by dot and parameter into article´s body text. The code must be surrounded by <$ $>. Example: <$Program.LastDate$>

The list of available objects and parameters

Company

• Name
• ShortName
• Code
• Phone
• Fax
• Email
• Skype
• WebUrl
• LinkedinUrl
• CountryCode
• Street
• City
• Zip
• PrincipalName
• PrincipalBio
• PrincipalEducation
• PrincipalLinkedInUrl
• Facebook
• Twitter

Program

• Program
• Name
• ShortName
• Code
• CountryCode
• Currency
• MinInvest
• MinInvestText
• MinInvestCurrency
• MinInvestNotional
• MinInvestNotionalText
• RiskRating
• FirstDate
• FirstDateDaily
• FirstDateQuarterly
• LastDate
• LastDateDaily
• LastDateQuarterly

Portfolio

• Name
• StartDate
• EndDate

Country

Below variables are linked to Country field under Company profile.

• Name
• CountryCode
• CountryCodeIso3
• Language

Benchmark

The Benchmark object is available only for benchmarks with type program or portfolio. All parameters for programs or portfolios can be used.

Example: <$Benchmark1.Name$>

Sample report