Articles – Intelligent

Intelligent articles can display dynamic content such as a program name, a program’s last date, a company address, and much more. For example, a program’s last date is the date when the program’s performance was last updated. When inserted dynamically into a text, this information changes automatically whenever the performance is updated.

How to use

1) To enable dynamic content, the article’s replacement type must be set to Token.

2) In the article body text, enter an object (Company, Portfolio, Program, Country, or Benchmark) followed by a dot and a parameter. The code must be enclosed in <$ $>.

<$Object.Parameter$>

Examples:
<$Program.LastDate$>
<$Program.Name$>
<$Company.Name$>

The list of available objects and parameters

Company
Name
ShortName
Code
Phone
Fax
Email
Skype
WebUrl
LinkedinUrl
CountryCode
Street
City
Zip
PrincipalName
PrincipalBio
PrincipalEducation
PrincipalLinkedInUrl
Facebook
Twitter

Program
Name
ShortName
Code
CountryCode
Currency
MinInvest
MinInvestText
MinInvestCurrency
MinInvestNotional
MinInvestNotionalText
RiskRating
FirstDate
FirstDateDaily
FirstDateQuarterly
LastDate
LastDateDaily
LastDateQuarterly

Portfolio
Name
StartDate
EndDate

Country
The variables below are linked to the Country field in the Company profile.

Name
CountryCode
CountryCodeIso3
Language

Benchmark
The Benchmark object is available only for benchmarks of the Program or Portfolio type. All parameters available for programs or portfolios can be used.

Example: <$Benchmark1.Name$>

Formatting dates

Dates can be formatted by adding a C# DateTime format string to the parameter. See C# documentation for more information.

<$Object.Parameter::{0:C# DateTime Format}$>

Examples:
<$Program.LastDate::{0:MM/dd/yyyy}$> 03/31/2025
<$Program.LastDate::{0:dddd, dd MMMM yyyy}$> Monday, 31 March 2025
<$Program.LastDate::{0:MMMM dd}$> March 31