Financial and Reference Data Management Platform

PolarLake Financial and Reference Data Management Product Features

Our Financial and Reference Data Management and Product features deliver financial and reference data management team’s control, time to market and the ability to manage complexity.

Confidence & Control

• Control panel - real time visibility on data usage, distribution and delivery status
• Department level data consumption and cost allocation reports
• Full data lineage auditing (source, transformation rules, timestamp etc.)
• Data delivery schedule - setup and maintenance
• Semantic based caching engine
• Staging point - centralized sourcing, storage and distribution of data
• Data usage quota management
• Access management - via policy engine ensuring appropriate data access  
• Delivery agents - re-seed systems existing and new
• Exception management
• Pricing Data collection, validation, cleansing and distribution
• SOX compliance workflow & four eyes validation

Time to market

• Excel support for import / export of rules
• Mapping/routing rule generation
• Transformation, de-referencing and structural rule management  
• Rule wizards - create mapping, modify mapping
• Routing and distribution rule wizard
• Test environment - testing of multiple input documents while configuring the distribution network
• Embedded transformation engine
• Routing engine - layered mappings and integrating exceptions to standard mappings
• Workflow - human intervention and exception handling
• Out of the box support for major Reference Data vendors and EDM data repositories
• Underlying connectivity platform supporting request reply, batch and near real time updates
• Support for all connectivity protocols and formats (JMS, http, ftp, sftp, SOAP, CSV, XML, FpML, MDDL, ISO, WSDL, FIX, SWIFT etc.)

Managing Complexity

• Transparency of distribution rules through the use of metadata
• Message and application prioritization and dependency orders
• API to allow consumers to define their distribution requirements, securities of interest, format, schedule etc.
• Multiple integration pattern support - real time to batch
• Partitioning and message replay
• Rule set categorization
• Rule set layering - integration by exception
• Reference data cross silo view
• Reseeding - in the case of outage and new system on-boarding
• Multi level reconciliation between data vendor, golden copy and downstream system

Underpinned by patented technology

PolarLake’s products are based on unique patented technology called XML pipelining. XML pipelining is a high speed, low latency data streaming mechanism.