General Concepts

About Flows

The flows presented in the first part of this guide summarize the order of operations for key tasks and the roles that perform each task. Because the steps and roles can depend on the investment vehicle being used, there is a separate section for each supported vehicle type.

See also Data Dictionary for details on required fields and validations.

API Topics

The following articles discuss topics common across the Integration API

• Managing the securityId

• Mapping Your IDs to Corastone IDs

• Parent and Child Securities (Share Classes)

• Documents and Files