Segment or Accounting Dimensions Manage Data Requirements
Segment or Account Dimensions Data Overview
Segment codes and names (descriptions) may be kept in distinct tables per segment or in one table with an indicator of which account segment a code and name matches to. Over time, segments may transition from active to inactive, so all segments, unfiltered, should be provided along with any additional data in the segment table. At a minimum, Manage requires a code-name pairing for all codes in all segments.
Segment or Account Dimensions Data Elements
Element | Description | Example |
|---|---|---|
Primary key | Unique identifier for each record. | |
Updated At | Timestamp of the most recent modification to this record, including any joins to tables downstream. | |
Segment | Segment Category. | “Organization” or “Funds” |
Segment Code | Code associated with the Segment. | “06724” |
Segment Name | Description of Segment. | “Title I” |
Segment or Account Dimensions Data Validations
Unique by primary key or composite key provided (composite key can be Segment and Segment Code.
Unique by Segment and Segment Code.