In most cases, when portfolio columns are toolkitted, they use an internal memory cache to avoid SQL queries on the database when the portfolio lines are displayed (on scrolling or what ever). In order to refresh this memory cache, the Sophis API provides a method, CSRPortfolioColumn::GetRefreshVersion, which is incremented on some actions, for instance when a deal is inserted. Most toolkit implémentations use only this flag to refresh the cache. Unfortunately, testing only the version flag could generate some freeze, when a lot of a deals are inserted and SEC events are received. The goal of this post is to propose a solution in v7 to optmize the refresh of the cache.

Since one of my conversation between Alexis de Bernis, me and a Misys consultant was forwarded to several clients by Misys, the best thing I can do is perhaps to publish it. The topic was analyzed and resolved by Alexis, who I thank again for his judicious remark. The description concerns the way we have to use the CSMExtraction, and most of the class of the C# API provided by Misys for their product Fusion Capital Sophis.