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at Financial Technnology Year
Data mastering, validation, cleansing, enrichment, and distribution. Workflow-driven data quality, governance, data lineage, and audit. Specialized for securities, pricing, and portfolio data in investment management.
Software that monitors, measures, and improves data quality through validation rules, exception handling, lineage tracking, and governance workflows to ensure accurate and reliable information.
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Automated Data Validation Runs predefined validation rules to identify errors or inconsistencies in imported or generated data. |
Alveo DataMaster provides workflow-driven data validation as part of its data mastering and cleansing features. | |
Real-Time Data Quality Dashboard Provides a live, visual overview of data quality metrics such as error rates and completeness. |
The product offers dashboards and real-time monitoring for data quality, as highlighted in the product's web documentation. | |
Error Rate Tracks the percentage of data records containing validation errors. |
No information available | |
Completeness Score Measures how many of the required data fields are populated and valid. |
No information available | |
Duplicate Detection Identifies and alerts on instances of duplicate data records. |
Deduplication is a standard part of data mastering and quality routines advertised by Alveo. | |
Data Consistency Checks Ensures internal data consistency by cross-verifying related fields or records. |
Internal consistency checks are part of validation and cleansing steps as per workflow-driven documentation. | |
Anomaly Detection Detects unusual patterns in data that might indicate errors or fraud. |
Anomaly detection is referenced via outlier and exception workflow support. | |
Outlier Identification Flags data points that differ significantly from established patterns or averages. |
Outlier identification is included in the product's quality monitoring for financial data. | |
Customizable Quality Metrics Allows users to define and track bespoke data quality metrics. |
Custom data quality metrics and validations supported, as clients can configure rules. | |
Data Profiling Generates summaries, statistics, and key characteristics about datasets to inform quality improvement. |
Data profiling and summary statistics are called out as tools for understanding and improving data. | |
Automated Notifications Sends alerts to users or administrators when data quality thresholds are breached. |
Automated user notifications are part of workflow for exceptions and rule breaches. | |
Frequency of Data Quality Assessment Specifies how often data quality checks are performed. |
No information available |
Custom Validation Rule Engine Supports the creation of tailored validation rules for different data entities and workflows. |
Custom validation rule engines are available for defining financial and operational controls. | |
Rule Library Includes a library of standard financial and regulatory data validation rules. |
Type and reference of standard financial validation rules indicated by the targeting of securities and pricing data. | |
Rule Complexity Support Maximum number of conditions per validation rule. |
No information available | |
Bulk Exception Capture Identifies and logs groups of related exceptions in a single batch process. |
Bulk exception capture is part of workflow-driven batch data operations. | |
Exception Workflow Routing Routes exceptions to relevant personnel or teams based on predefined criteria. |
Workflow routing for exception handling is documented as a key feature of Alveo DataMaster. | |
Audit Trail for Exceptions Maintains a record of exception investigations, actions taken, and outcomes. |
Comprehensive audit trails, including on exception handling, are available as mentioned in DataMaster audit workflow description. | |
Automated Exception Resolution Suggestions Recommends possible fixes for certain event types based on historical data. |
No information available | |
SLA Tracking for Exception Resolution Monitors and reports adherence to service-level agreements for resolving exceptions. |
No information available | |
Exception Closure Time Average time taken to close data exceptions. |
No information available | |
Role-Based Exception Approval Requires specified roles or hierarchies to approve exception resolutions. |
No information available | |
Exception Severity Classification Allows categorization of exceptions by criticality, informing prioritization and reporting. |
No information available |
End-to-End Lineage Visualization Displays comprehensive maps showing how data flows from source to report. |
The product offers end-to-end data lineage visualization as part of its core offering, as explicitly stated on the product page. | |
Field-Level Lineage Tracking Captures lineage at the individual data element level. |
Field-level lineage tracking is described as part of detailed data lineage documentation. | |
Data Transformation Logging Records all transformation steps applied to data as it moves between systems. |
Transformation logging is integral to both data quality and lineage audit. | |
Source System Documentation Catalogues originating systems for all ingested data points. |
Source system documentation is part of lineage and traceability. | |
Version History Maintains records of data versions and changes over time. |
Version history for golden copy and mastered datasets is described as a requirement for control and audit. | |
Lineage Query Functionality Allows users to query lineage information by data field or process. |
Users can query lineage information for both data and process traceability, per public product information. | |
Lineage Reporting Export Exports lineage maps and details in standard report formats. |
Export of lineage maps and data to external reports is mentioned under reporting capabilities. | |
Automated Data Dependency Analysis Identifies and highlights interdependencies between datasets and processes. |
Automated identification of data dependencies described as part of impact and anomaly analysis capabilities. | |
Lineage Update Frequency Frequency at which lineage maps are refreshed to reflect new data flows. |
No information available | |
Change Impact Analysis Assesses downstream implications of changes in source or process. |
DataMaster assesses downstream impacts of source changes as part of lineage capability. |
Policy Definition Engine Enables creation and enforcement of custom data policies at field, entity, and process levels. |
Custom data policies and rule enforcement are cornerstone governance features in Alveo's offering. | |
Data Steward Assignment Assigns ownership of specific data domains or fields to designated stewards. |
Data steward roles and assignments are part of Alveo's governance model for data domains. | |
Role-Based Access Control (RBAC) Restricts data access based on user roles and responsibilities. |
RBAC is explicitly described in governance and access management descriptions. | |
Automated Policy Compliance Checks Monitors ongoing adherence to internal and regulatory governance requirements. |
The system automates ongoing governance and regulatory compliance as part of core features. | |
Data Retention Scheduling Defines automated retention and destruction windows for different types of data. |
Retention and destruction policies for data are supported within governance/IT operations controls. | |
Data Classification Management Supports classification of data based on sensitivity, privacy, and regulatory criteria. |
Classification of data by sensitivity and policy is included in the governance functionality. | |
Data Masking Automatically obscures sensitive information in test, reporting, or user-specific contexts. |
Data masking is mentioned in documentation for secure data distribution and reporting. | |
PII & Confidential Data Tracking Identifies and monitors personally identifiable and confidential data for compliance. |
The platform tracks PII and confidential data for compliance, as required for financial sector clients. | |
Approval Workflow Automation Automates governance approvals for policy changes, data requests, and updates. |
Alveo DataMaster provides workflow-driven approval for policy and data changes. | |
Policy Applicability Audit Logs Maintains logs of which data records or events were governed by which policies at all times. |
No information available |
Pre-Built Data Quality Reports Includes standard reports on completeness, accuracy, timeliness, and other core metrics. |
Standard data quality and completeness reports are included, as advertised in both product brochures and website. | |
Custom Report Builder Empowers users to design bespoke reports and dashboards tailored to fund-specific needs. |
Custom and ad hoc report building is a key capability called out in documentation. | |
Export to Multiple Formats Enables report exports to CSV, PDF, XLSX, and integration with BI platforms. |
Multi-format report export (CSV, PDF, etc.) included in reporting engine details. | |
Report Scheduling Automates report generation and delivery on a scheduled basis. |
Report scheduling and automated delivery supported as part of platform automation. | |
KPI Definition & Tracking Allows organizations to create, monitor, and alert on custom KPIs related to data management. |
Custom KPI definitions for data management monitored in dashboard. | |
Visualization Tools Provides graphical representations (charts, graphs, heat maps) for data quality and governance trends. |
Graphical/visual dashboard representations detailed in product overviews. | |
Longitudinal Analysis Tracks and displays improvement or degradation of data quality over time. |
Longitudinal and trend analysis of data quality and completeness noted as reporting features. | |
Automated Insights & Recommendations System-generated suggestions based on detected patterns or anomalies in quality metrics. |
Automated recommendations for quality improvement and pattern-driven insights provided through analytics. | |
Trend Analysis Report Frequency Specifies how frequently system can generate trending analytics. |
No information available |
API Connectivity Supports inbound and outbound data exchange using REST, SOAP, or other standard APIs. |
API connectivity (RESTful and other standards) confirmed as a key integration feature. | |
Connector Library Provides pre-built connectors for popular fund administration, trading, and regulatory systems. |
Product provides a set of pre-built connectors for market data, pricing, fund admin and regulatory feeds. | |
File Format Support Accepts and outputs data in multiple formats (CSV, XML, JSON, Excel, etc.). |
File format support includes CSV, XML, JSON, Excel – detailed in integration documentation. | |
Automated Data Import/Export Supports unattended scheduled or trigger-driven data transfers. |
Automated import/export, including scheduled and event-driven processes, is supported. | |
Data Synchronization Frequency How often system syncs data with connected platforms. |
No information available | |
Webhooks & Event Driven Notifications Enables instant notification to other systems when data quality events occur. |
Event-driven notifications/webhooks for quality exceptions are referenced in API documentation. | |
Authentication Protocol Flexibility Supports diverse authentication protocols for secure integration (OAuth, SAML, LDAP). |
Authentication protocol flexibility (e.g., SAML, LDAP, OAuth) included as security/integration standards. | |
Integration Monitoring Monitors integration health and alerts for failures or slowdowns. |
Integration health monitoring described as part of the platform's operational toolset. | |
Bi-Directional Data Flow Allows both reading from and writing to external sources. |
System supports reading from/writing to external sources (bi-directional data flows). |
Concurrent User Support Maximum number of users who can access the system simultaneously. |
No information available | |
Peak Data Volume Capacity Maximum volume of data that can be processed daily without degradation. |
No information available | |
Processing Latency Average time to process and validate an individual record. |
No information available | |
Load Balancing Support Automated distribution of processing workload across multiple servers. |
Load balancing for scalable performance referenced (cloud and on-premise deployments). | |
Elastic Scaling Dynamically allocates resources based on system load. |
Elastic scaling available in public cloud deployment options. | |
High Availability Ensures system is available and operational with minimal downtime. |
High availability is a highlighted feature for mission-critical data environments. | |
Disaster Recovery RPO Maximum allowable data loss in the event of a disaster (Recovery Point Objective). |
No information available | |
Disaster Recovery RTO Time taken to restore system functionality after a disaster (Recovery Time Objective). |
No information available | |
Scalable Cloud Deployment Supports deployment on scalable public/private cloud infrastructure. |
Supports scalable cloud deployment both public and private. |
Data Encryption At Rest Uses strong encryption to secure data stored in databases, file systems, or backups. |
Data at rest encryption is described in security section of the platform. | |
Data Encryption In Transit Encrypts all data transmissions between systems, users, and applications. |
Encryption in transit (TLS etc.) for data exchanges confirmed in security documentation. | |
Multi-Factor Authentication (MFA) Requires additional authentication step for user access. |
MFA available as an option for system/user access. | |
Vulnerability Scanning Regularly scans system for known security vulnerabilities. |
System undergoes regular security vulnerability scans. | |
Intrusion Detection & Monitoring Monitors for unexpected or unauthorized activity in real-time. |
Real-time intrusion detection and monitoring included for compliance and operational security. | |
Granular Access Rights Grants or restricts user access at very fine levels of data and function. |
Granular access and user permissioning is documented and critical for financial data systems. | |
Data Breach Notification Automation Automatically alerts stakeholders in case of suspected data breach. |
Automated alerts for detected or suspected data breaches referenced in documentation for GDPR. | |
GDPR/CCPA Support Provides controls and documentation to facilitate compliance with major privacy laws. |
GDPR/CCPA and major global regulatory support outlined in privacy/governance features. | |
Security Audit Logging Meticulously records all security-relevant events and access attempts. |
Security event and audit logs are systematically recorded. |
Modern Web UI Presents a responsive, easy-to-navigate web interface. |
Modern, web-based and responsive UI is shown in product videos and documentation. | |
Role-Based Dashboards Customizes interface and workflows based on user role. |
User dashboards and interface based on roles and business function are offered in the product. | |
Self-Service Data Quality Tools Allows users to define validations, launch audits, and resolve issues without IT dependency. |
Self-service functions for running quality checks and audits are available to business users. | |
Contextual Help and Guidance Inline tool-tips, documentation, and training aids. |
No information available | |
Mobile Accessibility Enables core workflows and monitoring on mobile devices. |
Mobile access for alerts, dashboards and workflow described among accessibility and usability features. | |
Workflow Customization Allows drag-and-drop or configurable business workflow design. |
Configurable workflow for business processes, including custom workflow design support, is mentioned. | |
Localization & Language Support Available in multiple languages to serve global teams. |
No information available | |
Accessibility Compliance Meets standards (such as WCAG) for accessibility to all users. |
No information available |
Task Assignment & Tracking Assigns data governance or quality tasks to specific users and tracks completion. |
Task assignment and completion tracking within governance and quality workflows described. | |
In-App Messaging & Notifications Enables direct communication within the platform regarding data issues and workflows. |
In-app notifications and messaging for data issues are referenced under operational features. | |
Collaborative Issue Resolution Allows multiple users to work jointly on resolving complex exceptions or quality problems. |
Collaborative issue resolution, including joint work on exceptions, forms part of workflow functionality. | |
Activity Feed or Audit Trail Shows actions taken by all users for transparency and accountability. |
Transparent audit trail/activity logs including user actions available for all governance-related processes. | |
Workflow Automation Automates process steps such as reviews, approvals, and escalation. |
Workflow automation supported for review, approval, and escalation steps. | |
Commenting on Data Records Users can leave notes or discussion threads attached to specific data items. |
Commenting and user notes on records supported as part of data review and governance. | |
Approval Chains Configurable multi-step approval flows for significant governance or data changes. |
Configurable multi-level approval chains available for governance and significant data changes. | |
Workflow Analytics Reports on efficiency, bottlenecks, and SLA adherence of governance workflows. |
Workflow analytics for identifying inefficiency or bottlenecks are discussed in workflow documentation. |
Comprehensive Audit Logging Systematically records all user actions, changes, and governance events. |
Comprehensive action and event audit logging provided as part of platform's core audit capabilities. | |
Change Log Detail Captures before/after values for all governed data changes. |
Change logs with before/after state included for governance data and audit requirements. | |
Automated Compliance Reporting Generates standard compliance documents and evidence packs. |
Compliance and regulatory reporting automation is a major selling point. | |
Regulatory Framework Templates Includes templates mapped to major regulations (e.g., SEC, ESMA, GDPR, AIFMD). |
Templates for major regulatory frameworks provided or supported. | |
Integration with External Audit Tools Enables export and API connectivity to third-party audit or compliance systems. |
Integration with external audit and compliance tools supported via APIs and export. | |
Configurable Retention of Audit Data Allows custom specification of how long to store audit trails, by data type or jurisdiction. |
Audit data retention is configurable for jurisdiction and company requirements. | |
Audit Query Interface Provides advanced querying of all audit records by time, user, or event. |
Advanced querying for audit across time, user, or event is supported. | |
Compliance Checklist Automation Runs scheduled or manual checklists to provide compliance evidence. |
Compliance checklists automated as part of governance/audit workflows. | |
User Certification Workflows Collects necessary user signoffs and certifications on data and controls. |
No information available |
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