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Security reference data - Troubleshooting

Mappings can be incomplete

For some fields in FA more complicated mappings are required and they will not cover all possible situations. Some fields to mention are:

  • Market place (s.exchange)

    • Mapping is done on MIC code.

  • Holiday (s.holidayCalendar)

    • If Market place (s.exchange) exists, this is the first base for mapping. Second level mapping may be data vendors' Calendar code, but we have not 100% mapped all codes.

    • Available standard calendars within FA are shown in the FA Back reference: Holiday calendar. They can also be found in FA: PreferencesSecuritiesHoliday calendar.

      • If a relevant standard calendar does not exist you may define custom calendars that also can be mapped in Tools → Administer → Data mappings.

  • Calendar (day count convention) (s.accrualCalendar)

    • Mapping is done to source coding, but there's no guarantee that all needed mapping is covered.

  • Frequency (s.couponFrequency)

    • Mapping is done to source coding, but there's no guarantee that all needed mapping is covered.

  • Business day convention (s.businessDayConvention)

    • Mapping is done to source coding, but there's no guarantee that all needed mapping is covered.

  • Ex-coupon period

    • Mapped towards relevant MIC codes to capture Swedish bonds (4 days) and Norwegian bonds (1 day).

    • It may not cover all situations with ex coupon period for Swedish and Norwegian bonds. No other ex coupon bonds are covered.