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Feature released in SummitAI Asset Management (Denali SP1)

What's New?

Now, Analysts can add multiple Contract IDs and save time while adding or updating Assets using the Asset Import Template. For more information, see Importing and Allocating Assets in Bulk.

Follow the below format while adding or updating multiple Contract Ids in the Microsoft Excel sheet:

  • Specify the Contract ID in alphanumeric (Ex: CON89).
  • Use comma (,) separator to specify multiple Contract IDs.
  • Use a maximum of 500 characters in the Contract ID field.


Figure: Asset Import Template