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Mapping between WebEFT Individual Reports and Composite Individual Dataset

The Upcoming Composite Individual dataset offers comprehensive information about an individual based on their Individual CRD Number. The dataset includes registration records of the individual associated with the requesting firm, along with information about individuals who have left the firm in the last 30 days. It encompasses fields covered in the following WebEFT reports. 

  1. Individual Information Report
  2. Post Annual Continuing Education Report
  3. Post Investment Adviser Continuing Education Report
  4. Post Enrollments Report
  5. Post Exams Report
  6. Post Pending Report
  7. Post Termination Report

You can download the mapping document between the listed WebEFT reports and the new Composite Individual Dataset  here .

We will soon be adding more information about the new Composite Individual Dataset, including available filters, schema and sample JSON.