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BACKGROUND: Internal raw data assets coming from Alliance Bernstein.

GOAL: Initial calls focused around unifying Pardot data and coming up with a Knoema match logic for Adobe ↔︎ Pardot. End Goal Still TBD

NEW: Sample Data Provided by Alliance Bernstein.

Data Objects:

  1. Adobe.csv

  2. AdvisorList.csv (key: AeEntityID)

  3. AdvisorListSalesAUM.csv (key: AeEntityID)

  4. ClientEngagement.csv ((key: AeEntityID))

  5. RM_RC_YTD_ACTIVITY.csv (key: AeEntityID)

  6. BuyingUnits.csv (key: AeEntityID)

“AeEntityId” attribute looks to be common key across all but “Adobe.csv”.

(HISTORICAL INFO)

OLD: Sample Cut. Jira = https://knoema.jira.com/browse/CLI-42324?atlOrigin=eyJpIjoiNjRmNTI4YmIzYjBjNDAwZDljZWRjYTlmZmUwNWQxYTYiLCJwIjoiaiJ9

OLD: Notes on sample - https://docs.google.com/spreadsheets/d/1xDXbUMQO2F_a_KjPyz6_sbucvG89Y16x4JRDmctA5HM/edit#gid=478017906

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