Categories

System Admin
DXM
Data

Links

Key Facts – Horizontal

About this configuration

The Key Facts application is used to display specific facts per fund, share class or segmentation. Key Facts typically include name and value pairing, disclaimers as well as commentary.

This configuration variation includes the following features:

  • Horizontal layout of the summary blocks
  • Risk indicator (SSRI) can be set as a numerical scale between 1 and 7
  • Tooltips can be configured within Studio
  • Arrow icons for the change up and down indicators are customizable, for example a green triangle
  • An “as at date” can be added as a subtitle

Data Structure

The Key Facts configuration above makes use of FUND properties and a Statistic [“daily_prices”].  Included below is the sample JSON needed to create the Commentary Type and to add data to the Commentary.

API Endpoint – refer to: https://help.kurtosys.com/api-documentation/#/

Fund Property Data

Property
Type
Data in use
fund_code
STRG
EAEQ
fund_name
STRG
Kapital (LUX) Bond Fund
srri_risk_value
INT
1

Statistics Data

Property
Type
Data in use
change_value
INT
0.0385
effective_date
DATE
2020-06-12
label
STRG
nav_amount
price_currency
STRG
EUR
price_date
DATE
2020-06-11
value
INT
2.7654

Configuration steps

To use this Commentary configuration will require the following steps:

  1. Download the Configuration and Styles using the button provided above
  2. Paste the Configuration into your Kurtosys App Client Instance
  3. Paste the Styles into your Kurtosys App Client Instance
  4. Remap the config to your client data