Import Target Market Service data via Infront interface

If all requirements are fulfilled, then proceed as follows to use the Target Market Service via the interface:

1. Create a CSV file (for example, in Microsoft Excel) with the following structure:

   CODE

   _TargetMarketProducer;ISOLanguage;Date;ISIN;Key;Value_ _Producer1;DE;25.10.2017;DE0007100000;client_category;1_ _Producer1;DE;25.10.2017;DE0007100000;risk_indication;3_ _Producer1;DE;25.10.2017;DE0007100000;client_objective;2_ _Producer1;DE;25.10.2017;DE0007100000;investment_horizon;1_ _Producer1;DE;25.10.2017;DE0007100000;risk_yield_profile;2_ _Producer1;DE;25.10.2017;DE0007100000;loss_bearing_ability;2_ _Producer1;DE;25.10.2017;DE0007100000;distribution_strategy;1_ _Producer1;DE;25.10.2017;DE0007100000;knowledge_and_experience;1_

   In this version, the distributor target market is defined in Microsoft Excel and then loaded "collectively" to the service.

2. For the Infront interface, open PSI Transaction Data, switch to the "Cloud Services" tab, and then select the "Use Cloud Services" checkbox.

3. Then use PSI Transaction Data to import the CSV file:

   The new data is now available in the Target Market Service.

   

   You can obtain the technical documentation for the "PMS Workflow Service" from the Customer Service of Infront Financial Technology GmbH.