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TPT V8.0 field 9

9_Cash_ratio

FundsXML path: Portfolio / CashPercentage
Codification: NUMERIC
Applicability: all rows
Definition: Amount of cash of the fund / total net asset value of the fund, in %

Flag per profile

Code Display name Flag Meaning
SOLVENCY_II Solvency II O Optional — populate when applicable.
IORP_EIOPA_ECB IORP / EIOPA / ECB O Optional — populate when applicable.
NW_675 NW 675 Profile column not present in this version.
SST SST (FINMA) O Optional — populate when applicable.

Checks

Rule ID Profile(s) Severity Triggers when Failure consequence Score impact
FORMAT/9 (all) ERROR Populated cell does not match the codification (NUMERIC) Value cannot be parsed/used downstream. FORMAT_CONFORMANCE −1/M (or CLOSED_LIST_CONFORMANCE −1/M for closed-list mismatches)
XF-05/CASH_PERCENTAGE (all) WARNING Σ MarketValuePC of CIC xx7x positions / TotalNetAssets Field 9 must match within ±0.05. Severity = WARNING — surfaced in the report but not factored into the score (only ERROR severity feeds CROSS_FIELD_CONSISTENCY).
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