Developer Programs

Learn

Docs

portfolio_raw

Pipelined Data Sets > Symitar > portfolio_raw

Column nameDescriptionModeTypeLength
institutionidThis field stores the JH Platform institution identifierREQUIREDSTRING
eventtimeInternal use onlyNULLABLEINTEGER
sourcetypeInternal use only; SSDB fieldNULLABLESTRING
operationInternal use only; SSDB fieldNULLABLESTRING
extractdateInternal use onlyNULLABLEDATE
processdatetimeInternal use only; SSDB fieldNULLABLETIMESTAMP
portfoliouuidThis field stores a JH Platform unique identifier for a portfolioNULLABLESTRING
accountuuidThis field stores a JH Platform unique identifier for an accountNULLABLESTRING
accountnumberThis field stores the Symitar account number (membership account number)NULLABLESTRING
portfoliokeyInternal use only; SSDB fieldNULLABLEINTEGER
accountkeyInternal use only; SSDB fieldNULLABLEINTEGER
sortrankInternal use only; SSDB fieldNULLABLEINTEGER
deleteidThis field stores a soft delete flag where 0=not deleted, 1=deletedNULLABLEINTEGER
symdateInternal use only; SSDB fieldNULLABLEINTEGER
systemcreatedatetimeInternal use only; SSDB fieldNULLABLEINTEGER
odscreatedatetimeInternal use only; SSDB fieldNULLABLEINTEGER
symInternal use only; SSDB fieldNULLABLEINTEGER
odsdeleteflagInternal use only; SSDB fieldNULLABLEINTEGER
odskeyInternal use only; SSDB fieldNULLABLEINTEGER
idThis field stores a credit union-defined ID to identify the Portfolio recordNULLABLESTRING
fmlastdateThis field stores the last date file maintenance was performed on the Portfolio recordNULLABLEDATE
closedateThis field stores the date the Portfolio record was closedNULLABLEDATE
notepurgedateThis field stores the date when you purged the Note records under the Portfolio recordNULLABLEDATE
descriptionThis field stores the credit union-defined field and typically contains a member's name or other identifying informationNULLABLESTRING
recordchangedateThe system stores the system date in this field when you create, change, or save the Portfolio record. Sometimes the system updates this field because the record was saved, even though there may not be any actual changes in the recordNULLABLEDATE


Have a Question?
  • Have a how-to question? Seeing a weird error? Get help on our collaborative Discourse page.
  • Register for the Developer Office Hours where we answer technical Q&A, in real time, from the audience.

Did this page help you?

Last updated Tue Sep 15 2026