The Investment Management domain includes information about investments (for all investment types) and their corresponding teams. This domain only includes information that is common to all investment types. For example, no information about assignments is included.
The Investment Management domain includes financial summary data for Investments, but not detailed financial planning or actual transaction data. The detailed financial planning and actual transaction data is included in the Financial Management domain.
Custom fields that you add to the Investment object in CA Clarity PPM appear in the Investment Management domain (in the Custom set under the Investment set). If you add custom fields to the Team object in CA Clarity PPM, those fields appear in the Investment Management domain, Custom set under the Team set.
Custom subobjects that you add to the Investment object appear under the Custom set in their own subobject folder (set), for example, “Country”. The name of the subobject set is the same as the subobject name.
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