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- Real Estate Investment Tracker
- Data model
The tables behind Real Estate Investment Tracker
Real Estate Investment Tracker ships with 11 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 11
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Organization
Organizations, team members and Users establish operating scope; Counterparties carry the party and eligibility context.
Operations
Instructions is the parent request. Property cash flows captures dated property snapshots and execution evidence holds provider events.
Review and evidence
Review decisions records independent decisions; record attachments retains files; operation receipts records guarded action outcomes.
Rates
Exchange rates holds effective currency rates for reference.
Every table, by feature
- Investment instructions6
- Property cash flows5
- Independent review5
- Provider evidence4
- Operations control4
- Portfolio organization6
- Shared and settings1
- Instructions
Investment instructions with guarded revisions and lifecycle state
Linked to Organizations, Team members, Counterparties - Record attachments
Linked evidence files attached to an instruction
Linked to Instructions, Team members - Review decisions
Independent review decisions recorded against a source revision
Linked to Instructions, Team members - Execution evidence
Provider execution evidence reconciled against an instruction
Linked to Instructions - Operation receipts
Durable receipts for guarded operations with stable operation keys
Linked to Instructions - Counterparties
Eligible brokers, lenders, operators and service counterparties
Linked to Organizations
- Property cash flows
Property cash-flow snapshots submitted for independent review
Linked to Instructions, Organizations - Instructions
Investment instructions with guarded revisions and lifecycle state
Linked to Organizations, Team members, Counterparties - Organizations
Investment organizations operating the portfolio
- Review decisions
Independent review decisions recorded against a source revision
Linked to Instructions, Team members - Record attachments
Linked evidence files attached to an instruction
Linked to Instructions, Team members
- Review decisions
Independent review decisions recorded against a source revision
Linked to Instructions, Team members - Instructions
Investment instructions with guarded revisions and lifecycle state
Linked to Organizations, Team members, Counterparties - Property cash flows
Property cash-flow snapshots submitted for independent review
Linked to Instructions, Organizations - Team members
Authenticated platform identities with an operational role in an organization
Linked to Organizations, Users - Record attachments
Linked evidence files attached to an instruction
Linked to Instructions, Team members
- Execution evidence
Provider execution evidence reconciled against an instruction
Linked to Instructions - Instructions
Investment instructions with guarded revisions and lifecycle state
Linked to Organizations, Team members, Counterparties - Operation receipts
Durable receipts for guarded operations with stable operation keys
Linked to Instructions - Counterparties
Eligible brokers, lenders, operators and service counterparties
Linked to Organizations
- Operation receipts
Durable receipts for guarded operations with stable operation keys
Linked to Instructions - Instructions
Investment instructions with guarded revisions and lifecycle state
Linked to Organizations, Team members, Counterparties - Execution evidence
Provider execution evidence reconciled against an instruction
Linked to Instructions - Review decisions
Independent review decisions recorded against a source revision
Linked to Instructions, Team members
- Organizations
Investment organizations operating the portfolio
- Team members
Authenticated platform identities with an operational role in an organization
Linked to Organizations, Users - Users
Users
Linked to Users - Counterparties
Eligible brokers, lenders, operators and service counterparties
Linked to Organizations - Instructions
Investment instructions with guarded revisions and lifecycle state
Linked to Organizations, Team members, Counterparties - Record attachments
Linked evidence files attached to an instruction
Linked to Instructions, Team members
Keys and references
Instructions uses record number for the internal request and Revision for the version under review. It references Organizations, team members as Owner, and Counterparties. Execution evidence, property cash flows, review decisions, record attachments and operation receipts each reference Instructions through Parent. Team members links an organization to a platform Users identity. A provider event ID and operation key identify different external and internal events. Keep those source identities intact during migration.
Migration order
- Load Organizations and Users, then connect team members to both.
- Load Counterparties for the correct organization and review their eligibility notes.
- Load Instructions with owner, counterparty, organization, record number and revision.
- Link record attachments, review decisions and property cash flows to the correct parent.
- Add execution evidence and operation receipts with their event and operation identities.
- Compare counts, statuses and references with source records before opening the pilot.
Set up Real Estate Investment Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.