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Manual Advice/Recommendation Upload

External Variables

External Variables are client specific variables that can be included in a
Manual Advice/Recommendation Upload
⁠
. These variables can be exposed as tokens inside the advice document template.
External Variable can be used when creating recommendations for ad hoc events such as IPO’s, rights issues or other corporate actions.
For example, a planner might want to recommend that 100 clients invest in an IPO. Each client might have a different recommended investment value and number of units. In order to create the recommendations, the planner needs to be able to incorporate the client specific value and units into the advice documents.

Add External Variables to the Upload CSV File

For instructions on adding External Variables to refer to
Manual Advice/Recommendation Upload
⁠

Add External Variables to Document Templates

External Variables can be added to Word Document Templates using standard mail merge tokens. The ExternalVariable token requires following structure
{MERGEFIELD ExternalVariables.ExternalVariable1}
{MERGEFIELD ExternalVariables.ExternalVariable2}
etc..
where ExternalVariable1, ExternalVariable2 are the column headings for the external variables in the CSV file.
Example
The following CSV format is used to upload a file for an IPO recommendation to buy 100 units of a new investment for a total value of $50000
IsReview
IsBrokerage
ExternalVariables
AccountNumber
Provider
Code
Units
ExternalID
ExternalName
ExternalVariable1
ExternalVariable2
1
false
true
2
A123B
​
BLANK
1
​
​
$50,000.00
100
There are no rows in this table
⁠
Note in order to upload a recommendation with no trades in a Standard Project, a dummy instrument must be used. In this case the code BLANK is used, with trade units of 1. This information is not included in the advice documents.
In this case
ExternalVariable1 = 50000
ExternalVariable2 = 100
To incorporate those values into the document template, the following example could be used.
As part of our ongoing advice process, we recommend that you participate in the IPO for Company ABC.
We recommend that you purchase {MERGEFIELD ExternalVariables.ExternalVariable2} units of CompanyABC for a total consideration of {MERGEFIELD ExternalVariables.ExternalVariable1}
The word document will then be created as
As part of our ongoing advice process, we recommend that you participate in the IPO for Company ABC.
We recommend that you purchase 100 units of CompanyABC for a total consideration of $50,000.

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