How asset ownership data export works in Eldison, and a full description of every data column included.
This article outlines the process for exporting data representing asset ownership. It includes a detailed description of the data columns present in the export.
The export breaks down all assets into their smallest units with matching values. For example, a four-year annual vesting award displays as four entries, while a three-year monthly vesting schedule with a one-year cliff shows as 37 separate entries.
Asset Information: Asset Type, Plan Name, Pool Name, Asset Issued At, Asset Count, Asset Value at Grant, Asset Initial Value/Exercise Price, Asset Number From, Asset Number To.
Processes (Ownership) Information: Ownership Start Date, Ownership Start Process, Ownership Start Schema Name, Last Signature Date, Note, Vesting Start Date, Vesting End Date, Entitlement Date, Ownership End Date, Ownership End Process, Ownership End Schema Name.
Participant Information: Full Name, Work Email, Personal Email, Birth Date, Address, Custom Fields.