ProLinkAIM SmartDox Schemas
It's important for system administrators and super users to understand the various schemas when setting up SmartDox templates, and to communicate to general users how a template is expected to work when they perform Gets and Sends. The following table provides an overview of the available schemas.
Schema Name | Description |
|---|---|
Capital Contribution | Deal-level custom schema that allows users to select a specific Capital Contribution record they want to view or update. Also contains custom fields that return financial data based on the most recent periodic financial record. |
Cash Flow Distribution | Deal-level custom schema that allows users to select a specific Cash Flow year they want to view or update. Also contains custom fields that return financial data based on the cash flow year selected. |
Construction Budget | Deal-level schema that contains all the construction budget and draw-level fields. ProLink Solutions can provide a SmartDox template. |
Deal | Deal-level schema that contains all the fields available for a Lower Tier Deal. A custom node is available for displaying only those financials that are marked with a Status of Received (Received Financials). |
Financial Forecast | Deal-level custom schema that contains logic to delete specific records on each Send unless the Financial Forecast Status is set to Final. To be used with Underwriting templates for populating proforma data. |
Financials | Deal-level custom schema that allows users to select a specific year in which they want to view or update financial records. ProLink Solutions can provide a SmartDox template. |
Fund | Syndicated Fund-level schema that allows users to select a specific Fund in which they can view or update data for the fund and its associated lower tier deals. Lower tier deals must be in a Finalized Ownership Schedule with the fund. |
Fund All Deals | Syndicated Fund-level schema that allows users to select a specific fund in which they can view or update data for the fund and its associated lower tier deals. Lower tier deals can be in a Proposed or Finalized Ownership Schedule with the fund. |
Inspection | Deal-level custom schema that allows users to select a specific Inspection record they want to view or update. ProLink Solutions can provide a SmartDox template. |
Organizational Portfolio | Organizational Portfolio-level schema that allows users to select a specific organizational portfolio and view deal-level data for its associated deals. |
Pricing Model | Deal-level custom schema that contains logic to delete Benefit and Cash Flow records on each Send when the HTC program exists for a deal. |
Reports Received | Deal-level custom schema that allows users to select a specific Reports Received year/quarter in which they want to view or update data. The Report Received-level data is Get only. Limited deal-level and property-level fields can be updated. |