File format for importing account thresholds
Account thresholds are an optional feature that allows you to set the interest rate at different levels based on account balance. In FA Back, you can set up account thresholds in the Accounts tab of the Portfolio window. Read more about thresholds in Accounts.
Thresholds are imported in FA in semicolon-separated files (CSV) with the columns described below. One row in the file represents one threshold for a specified account balance and date. The threshold import file is based on the column headers you define in the first row of the import file. You can specify the columns in any order and the system recognizes the values based on the header row text.
You can only import thresholds to accounts and portfolios that already exist in FA Back. When adding thresholds for a date, you should add them in increasing order from smallest to largest.
Download the CSV file template here:
The file format is described below.
FA Format for importing account thresholds
Field | Description | Example value |
|---|---|---|
ait.shortName | The ID of the portfolio in which the threshold is imported. | 72008140735 |
ait.accountNumber | The account number of the account in which the threshold is imported. | FI4950009420028730 |
ait.date | Date from which the threshold is valid in yyyy-MM-dd format. | 2023-09-25 |
ait.from | Minimum balance for the threshold (inclusive); a decimal number with a dot as the decimal separator. | 0.5 |
ait.to | Maximum balance for the threshold (exclusive); a decimal number with a dot as the decimal separator. | 1000.5 |
ait.spread | Spread; a decimal number with a dot as the decimal separator. | 0.5 |
Delete account thresholds
You can only delete all thresholds at once for a given date. To delete an account threshold for a date, use ait.from="DELETE" in the import data for the date in question.
Modify account thresholds
You can only add or remove existing account thresholds with the importer. If you want to modify the thresholds for a specific date, delete the existing thresholds for that date and then add new ones.