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CieTrade Account Hierarchy

The account structure follows a three-tier hierarchy designed to support consolidated reporting for customers who span multiple CieTrade counterparties.

Architecture​

View:
Complete account hierarchy with CieTrade integration
PORTAL HIERARCHY (portal schema)Tier 1Tier 2Tier 31:N1:NCPIDwg_parent_accountsparent_account_idwg_accountscietrade_account_idwg_account_locationscietrade_address_idnew_ct.accountsaccount_id = CPIDnew_ct.addressesaddress_idPortal schemaCieTrade source

Why This Hierarchy Exists​

The Business Problem​

CieTrade has no native parent account concept. Each customer facility is treated as an independent counterparty (CPID). This creates challenges for enterprise customers:

CustomerCieTrade RealityBusiness Need
UPS1,500+ separate CPIDsConsolidated reporting across all facilities
McKessonMultiple CPIDs per regionSingle customer view for account management
Standard customers1 CPIDStill need hierarchy for consistent data model

The Solution​

📊

Consolidated Reporting

Roll up metrics across multiple CPIDs to a single parent

🔗

Consistent Data Model

Same structure for all customers regardless of CieTrade complexity

🔑

Stable Identifiers

location_id provides consistent FK for reporting tables

Unified View​

portal.vw_wg_accounts joins all three tables into a flat, queryable interface for reporting.

Primary Interface

When building reports, always start with portal.vw_wg_accounts as your primary integration point.

Next Steps​