Using the Feed Repository

You may be able to use the Feed Repository to upload specific inbound feed files for systematic processing in SalesConnect and to download outbound feed files containing data that has been validated in SalesConnect. See these topics:

• Uploading an Inbound Feed File
• Downloading an Outbound Feed File
• Requesting Full Refresh Files
• Requesting a Territory Outbound File
• Deleting a Feed File

Uploading an Inbound Feed File

You may be able to upload feed files that you want to be handled in SalesConnect; only specific types of files are supported. For instance, authorized operators can upload: a CSV file of the Merrill 899 (created from the provided Excel spreadsheet that cross-references Merrill 899 accounts to officeAn office is a connection in the intermediary business hierarchy, an organization subordinate to a broker/dealer firm. Offices are also sometimes referred to as "branches'; institutional firms have branches in SalesConnect. An office is affiliated with a single broker/dealer firm, and may have one or more reps directly affiliated with it. An office may have associated office contacts, as well. Possibly the most critical information you can track for offices are aliases, also known as trading IDs. Aliases are the IDs that associate transactions with each office. If you need to write queries or reports: The primary data for offices is stored in the Office table. Information about office trading IDs is stored in the Office Alias table./repA rep is perhaps the most important contact connection in the intermediary business hierarchy. Each rep is an individual who sells funds and is affiliated with an office (and through the office, with a broker/dealer firm). Reps may also be referred to as "financial advisors." Possibly the most critical information you can track for reps are aliases, also known as trading IDs. Aliases are the IDs that associate transactions and assets with each rep. If you need to write queries or reports: The primary data for reps is stored in the Contact and Rep Profile tables. The Rep Alias table stores trading IDs associated with reps. ID pairs) to use during resolution processes; the Schwab assets and transactions file; the Fidelity assets and transactions file; and the PruChoice daily (containing omnibus positions by fund for all Prudential transactions) and monthly feeds (breaking the omnibus trades out into individual sales and redemption transactions). Consult your SalesConnect teamA team is a contact connection, though it is really a group of individuals working together to achieve a common sales goal; a team may include reps and rep partnerships from the office with which the team is associated, but it can also office contacts and non-producing reps who support team sales efforts. if you have questions.

1. Using the Data Operations personaA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group., select Feed Repository from the Data Management menu. Or, select in the universal menu, and then select Feed Repository under Feeds.
2. On the Inbound tab of the displayed Feed Repository page, select Upload.
3. On the Upload Inbound File page, select the EDM Process for which you are providing a file.
4. Use the File field to select a file to upload: You can drag and drop a file into the field, or use Select a File to browse for and choose the file you want. When you have finished, the file name should be displayed in the field; you can select X if you need to remove that file.
5. Select Save. A message confirms your request. You'll be alerted when the file has been fully uploaded. You can select the alert to view results. Once the operation completes successfully, you can also see the uploaded file listed on the Inbound tab of the Feed Repository page, but only until it is picked up for processing.

Downloading an Outbound Feed File

Outbound files are usually kept for seven (7) business days, after which they are deleted from the file server.

The outbound files that may be downloaded are:

• New transactions
• Rep assets
• New or all firms, in the form of a files similar to the TIP file for dealers
• New or all offices, in the form of a files similar to the TIP file for new branches
• New or all reps in the form of a file similar to the TIP file for new reps.

1. Using the Data Operations persona, select Feed Repository from the Data Management menu. Or, select in the universal menu, and then select Feed Repository under Feeds.
2. On the Outbound tab of the Feed Repository page, select the link for the file you want to download. The browser you are using provides tools you can use to download the file. Keep in mind that large files may take a long time to download; the file size for each is listed, to provide some gauge. Download times will depend on file size and your connectionConnections are entities; they're the different types of companies and individuals you may need to track. SalesConnect is set up to display information about the types of connections you care about, based on the roles to which you are assigned. speed.

Requesting Full Refresh Files

You may be able to request that full refresh files be generated from SalesConnect. Full refresh files provide a complete snapshot of the data available for particular types of connections tracked in SalesConnect.

1. Using the Data Operations persona, select Feed Repository from the Data Management menu. Or, select in the universal menu, and then select Feed Repository under Feeds.
2. Select Request Full Refresh.

3. Complete the displayed Full Refresh page to request the files you want.

   Tips

   • Use Select a file to pick the type of full refresh file you want.
   • Complete Scheduled Date if you want the file created later; leave it blank to request that it be created now.
4. Select Continue. A message confirms your request; you'll be alerted when the file is available for download. You can download it from the Outbound tab of the Feed Repository. See Downloading an Outbound Feed File for steps.

Requesting a Territory Outbound File

You may be able to request territory outbound files from SalesConnect; these files provide the definitions of the current territory version for every territory categoryA territory category represents one set of distinct territories that you need to maintain at the same time. A single territory category may not reflect how your sales force is distributed, so you can define up to fifteen (15) different territory categories in SalesConnect; however, only one version in each territory category can be current at any given time. Categories can represent particular lines of business (such as wirehouses or banks) or product lines (such as mutual funds or annuities), or any other meaningful division for which you need to support distinct sets of territories. Categories include as many named territories as you need to identify sales responsibilities. Named territories are often geographical in nature, but can also include channel/subchannel definitions and firm associations. Applicability also affects office and rep/partnership/team territory assignments: if a territory category is applicable to a firm, then entities associated with that firm can be assigned to territories in that category; but if the category is not applicable to a firm, then associated entities are not assigned to a defined territory in it, but are instead flagged "Not Applicable" for the category. that you have defined in SalesConnect.

1. Using the Data Operations persona, select Feed Repository from the Data Management menu. Or, select in the universal menu, and then select Feed Repository under Feeds.
2. Select Request Territory Outbound.
3. On the displayed Territory Outbound page, complete Scheduled Date if you want the file created later; leave it blank to request that it be created now
4. Select Continue. A message confirms your request; you'll be alerted when the file is available for download. You can download it from the Outbound tab of the Feed Repository. See Downloading an Outbound Feed File for steps.

Deleting a Feed File

Maintenance utilities (usually via a SalesConnect Express message) automatically delete outbound feed files after a specified period of time. However, sometimes you may need to manually delete inbound files (if you have uploaded the wrong file, for instance) or outbound files.

1. Using the Data Operations persona, select Feed Repository from the Data Management menu. Or, select in the universal menu, and then select Feed Repository under Feeds.
2. On the appropriate tab of the Feed Repository page, select checkboxes for the file(s) you want to delete, and then select Delete. You may be asked to confirm this.