Asset entity

Definition

An asset refers to a (prospect) portfolio company in a PE/VC fund and the project name for real estate/ infrastructure fund.

The asset field list consists of standard fieldsets and dynamic fieldsets that can be configured from the Quantium Admin dashboard > Dynamic field settings page.

The following is a list of standard fieldset returned from Quantium API

Standard Fields

Asset {	
	internalId	string
	companyId	integer($int32)
	accountNumber	string
	bankName	string
	swiftCode	string
	chineseName	string
	entityOwner	string
	entityOwnerId	integer($int32)
	placeOfIncorporationId	integer($int32)
	placeOfIncorporation	string
	industryId	integer($int32)
	industry	string
	legalFormId	integer($int32)
	legalForm	string
	legalName	string
	name	string
	note	string
	stateId	integer($int32)
	state	string
	sectorId	integer($int32)
	sector	string
	typeId	integer($int32)
	type	string
	companyLogoBase64	string  
	metricCurrency	string
	nameUsedPreviously	string
	dealSource	string
	leads	string
	website	string
	placeOfBusiness	string
	specialTerm	string
	stockTicker	string
	ipoDate	string
	boardSeatNo	string
	beneficiaryAddress	string
	description	string
}

Dynamic fields

Dynamic Field function enables customer administrator to customize different asset fields that your organization tracks without development coding required.

From administrator dashboard menu, you can customize:

• Field groups: you can view existing group or create new group
• Individual fields: you can add and edit fields in each group
• Whether the field is a required field

Note you will not be able to remove required default fields (e.g. display name, industry and sector)

📘

Support flexible data format

Dynamic field supports different front end input types including text input, number, currency, percent, text area, checkbox, dropdown and date