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Info

Workflow from loading Canoe account statements, processing the data and loading to the Apliqo LP PM data model. You can use the screen

  1. to perform ad-hoc loads from Canoe,

  2. adjust custom mapping at the fund level,

  3. flag for “manual input” to override the imported values
    see https://apliqoux.atlassian.net/wiki/x/AQDdqw to enter data

  4. copy mapping and load data to the Fund Input cube in Aplipq LP PM.

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