Knowledge Base - Home · Customer Self-Service

The Knowledge Base contains numerous support references, created by our support professionals who have resolved issues for our customers. It is constantly updated, expanded, and refined to ensure that you have access to the very latest information.

Getting started LUSID's extensible data model Bitemporality Loading data into LUSID Retrieving data from LUSID Instruments: The LUSID Security Master Portfolios: Stores of economic activity in particular instruments Transactions and transaction types Corporate actions Holdings: Calculating positions on demand Market data: The Quote Store and Complex Market Data Store Valuation: Recipes, pricing models, metrics and aggregation Reconciliation Calculating tax in LUSID Properties: Extending the LUSID data model People, legal entities, custom entities and relationships Payment schedules: Calendars and conventions LUSID's order management system Financial reporting (ABOR) IAM: Identity management and access control for LUSID Luminesce: Data virtualisation engine for LUSID Horizon: Partnerships with industry-leading data vendors Drive: File repository and manager for LUSID Configuration Store: Central repository for LUSID secrets and parameters Notification Service: Trigger people or services when LUSID events occur Insights: Troubleshooting, monitoring and auditing LUSID Workflow Service: Build operational controls for LUSID Scheduler: Job automation for LUSID Web app: GUI front end to LUSID Excel: Add-in to LUSID Security Developers University FINBOURNE's Data Quality Offering