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Refinitiv Data Platform from Refinitiv (LSEG)
Comprehensive market data management solution that provides access to vast amounts of financial data. Features include data discovery, integration APIs, and analytics capabilities. Offers specific modules for different asset classes and data types, with robust permissions and entitlements management.
Product analysis by function
Market Data Management Platforms for Data Management
Systems that acquire, process, validate, and distribute market data from various sources, including pricing information, reference data, corporate actions, and benchmarks across the organization.
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Data Acquisition
(9 Yes /9 Known /12 Possible features)
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Multi-source connectivity Ability to connect to multiple data sources (exchanges, vendors, etc.). |
Refinitiv Data Platform provides connectivity to multiple data sources (including exchanges and vendors), which is a core part of its value proposition. | |
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Real-time data ingestion Supports real-time streaming ingestion of data feeds. |
Platform supports real-time streaming for market data via APIs and feed handlers. | |
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Historical data import Capability to load and process historical datasets. |
Historical data import is available; platform provides access to historical prices, tick data, etc. | |
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Automated feed scheduling Automatic scheduling and orchestration of data imports. |
Feed scheduling and orchestration for both batch and real-time handled via platform tools. | |
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Latency Average time between data publication and ingestion. |
No information available | |
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Concurrent sources supported Maximum number of data sources that can be ingested simultaneously. |
No information available | |
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Custom feed handler Support for custom or user-defined data feed integration. |
Custom feed handler support is documented; users can develop connectors or integrate new formats. | |
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Vendor API compatibility Supports major market data vendor APIs (Bloomberg, Refinitiv, ICE, etc.). |
Full compatibility with major vendor APIs including Bloomberg, ICE, and native Refinitiv APIs. | |
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Intraday updates Capability to acquire and process intraday or tick-level data. |
Platform offers intraday and tick-level updates across asset classes. | |
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File and message protocol support Handles protocols such as FIX, SFTP, API, and others. |
Supports multiple file and message protocols (FIX, SFTP, REST APIs, etc.) as per technical documentation. | |
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Retry mechanisms Automated retry and failover during feed interruptions. |
Retry mechanisms and connection failovers are standard as part of platform resilience features. | |
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Data coverage breadth Number of distinct data asset classes supported. |
No information available |
Data Processing & Enrichment
(11 Yes /11 Known /12 Possible features)
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Data normalization Automated standardization of source data into a consistent format. |
Data is normalized and standardized before client distribution. | |
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Data mapping Maps vendor or source fields to internal data models. |
Vendor field mapping to internal models is a key integration feature. | |
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Cross-referencing Cross-linking between identifiers (RIC, ISIN, SEDOL, CUSIP, etc.). |
Supports RIC, ISIN, SEDOL, CUSIP, and cross-referencing functionality. | |
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Identifier management Tracks and manages multiple security identifiers. |
Identifier management tools included for security master/reference data. | |
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Data enrichment Augmenting records with additional metadata from internal or third-party sources. |
Extensive enrichment with internal and third-party data possible. | |
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Derived values calculation Calculation of derived metrics such as VWAP, moving averages. |
Derived value calculations (e.g., VWAP, analytics metrics) supported. | |
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Business rule engine Configurable rules for custom transformations and enrichment. |
Business rule engine for transformation is offered for custom data workflow. | |
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Processing speed Rate at which data records can be processed. |
No information available | |
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Batch processing support Handles scheduled or on-demand batch jobs for data transformation. |
Batch processing for large data jobs, including reference and pricing data, is available. | |
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Corporate actions adjustment Processes events like dividends, splits, and applies them to security data. |
Handles corporate actions: splits, dividends, etc. as part of reference data. | |
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Data lineage tracking Tracks the origins and transformation steps for each data element. |
Tracks data lineage and provenance through workflow and API. | |
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Benchmark enrichment Integration of benchmark indices for comparison or analytics. |
Enrichment with benchmark indices for analytics confirmed in product datasheets. |
Data Validation & Quality Assurance
(12 Yes /12 Known /12 Possible features)
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Outlier detection Automated checks to identify out-of-range or anomalous values. |
Outlier/anomaly detection are built-in for market data quality processes. | |
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Completeness checks Verification that all required data fields are populated. |
Completeness checks and required fields validation are part of the platform's QA routines. | |
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Data accuracy scoring Assigns data quality scores based on predefined rules. |
Data accuracy scoring modules are available as part of the platform's data QA framework. | |
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Range validation Validates that data falls within expected parameters. |
Range validation for incoming and outbound data is part of the QA features. | |
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Data consistency checks Ensures that data is internally consistent across time and sources. |
Internal consistency, cross-time verification is implemented for data sources. | |
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Duplicate detection and resolution Identifies and merges or removes duplicate entries. |
Automated and manual duplicate detection and remediation supported. | |
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Exception management workflow Manages data issues and exceptions with audit trails. |
Exception and issue management modules, with audit trail. | |
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Alerts and notifications Automatic notifications on validation failures or data anomalies. |
Users can subscribe to notifications and alerts on rule breaches or data anomalies. | |
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Repair tools Manual and automated tools for correcting data errors. |
Enables manual and automated data error repairing functionalities. | |
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Validation rule configurability Ability to define and maintain custom validation rules. |
Supports custom validation rule definition and maintenance. | |
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Audit logs of validations Maintain a full history of validation actions and outcomes. |
Audit logs for all validation processes are supported. | |
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Vendor data comparison Cross-checks data from multiple vendors/sources for discrepancies. |
Multi-vendor data comparison tools for accuracy and reconciliation. |
Data Distribution & Integration
(10 Yes /10 Known /12 Possible features)
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Real-time data publishing Sends updates to consumers as soon as new data arrives. |
Real-time data publishing via feeds and APIs. | |
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Scheduled batch data delivery Supports timed or event-triggered distribution. |
Batch and event-based distribution of datasets is available. | |
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API access Availability of RESTful or other programmatic interfaces. |
Full-featured API access for discovery, download, and management included. | |
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File export Exports to standard file formats (CSV, Excel, XML, JSON). |
Exports to CSV, Excel, XML, JSON supported across all delivery channels. | |
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Message queue integration Delivers data via messaging systems (Kafka, MQ, etc.). |
Message queue integration (Kafka, MQ) available for enterprise use cases. | |
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User-defined delivery channels Support for custom or client-specified distribution mechanisms. |
User-defined/custom delivery mechanisms supported. | |
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Consumer permissions management Controls which users/applications receive which data. |
Permissions and entitlements management facilitates granular control over data delivery. | |
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Latency to delivery Time taken from data validation to downstream delivery. |
No information available | |
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Downstream system integration Supports integration with trade platforms, analytics, risk, and reporting systems. |
Integration with trading, risk, analytics, and reporting systems confirmed. | |
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Notifications on data delivery Alerts stakeholders when data is delivered or when delivery fails. |
Stakeholder alerting included for successful or failed data deliveries. | |
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Bulk download support Ability to download large datasets on demand. |
Platform supports bulk downloads for large historical and reference datasets. | |
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Output data volume Maximum data that can be distributed within a given period. |
No information available |
Security & Compliance
(11 Yes /11 Known /12 Possible features)
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Role-based access control (RBAC) Granular user and system permissions. |
RBAC with detailed roles and permissions for users/groups is built in. | |
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Audit trail Comprehensive logging of all user and system actions for compliance. |
Audit logs for user and system activity available for compliance. | |
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Encryption in transit Secures data as it moves across networks. |
Data encrypted during network transmission (TLS/SSL) as standard. | |
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Encryption at rest Stores data in encrypted format on disk. |
Stored data encrypted on disk, as specified in compliance documents. | |
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Data masking Redacts sensitive fields from unauthorized users. |
Data masking and field-level security available for sensitive content. | |
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Compliance reporting Automated generation of reports for regulatory purposes. |
Offers compliance reporting for MiFID, EMIR, Dodd-Frank, etc. | |
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Data retention management Configurable policies for data storage and deletion. |
Data retention and deletion configurable based on client and regulatory needs. | |
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GDPR/CCPA compliance features Functions to support privacy obligations and subject requests. |
Provides GDPR and CCPA compliance features for data privacy and subject rights management. | |
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Vendor access controls Restricts and audits external vendor access to systems and data. |
Granular controls for external vendor access are offered for enterprise installations. | |
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Third-party security certifications Holds certifications such as ISO 27001, SOC 2, etc. |
Refinitiv/LSEG certified for ISO 27001, SOC 2, and other relevant standards. | |
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Secure API gateway Protects and monitors all API accesses. |
API access secured by API gateway with authentication, throttling, and monitoring. | |
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Penetration tests frequency Number of penetration/security tests performed per year. |
No information available |
Administration & Usability
(9 Yes /9 Known /11 Possible features)
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User management dashboard Admin interface for adding, removing, and managing users. |
Web admin interface supports user/account management. | |
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Configuration management User-friendly tools for configuring data sources, rules, and outputs. |
Configuration management tools available in the user interface and via API. | |
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Customizable dashboards Interactive dashboards for monitoring data flows and system health. |
Customizable dashboards for system health, data flows, analytics. | |
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Self-service data access Allows users to query and retrieve data without IT intervention. |
Self-service query and download via portal and APIs. | |
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Workflow automation Tools for automating operational processes. |
Workflow automation tools for operational processes included. | |
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Multi-language support User interface available in multiple languages. |
No information available | |
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Onboarding tools Guides and tools for fast setup of new data sources or users. |
Onboarding tools and guides for new users/data sources provided. | |
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Custom reporting Users can create ad hoc or scheduled reports. |
Custom reporting tools and report scheduling are available. | |
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Help and documentation Comprehensive user guides, APIs, and support documentation. |
Comprehensive user and API documentation, help center available online. | |
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Change tracking Logs and highlights system setting changes. |
Change tracking for user/system/configuration changes is captured in audit logs. | |
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User roles supported Number of customizable user roles/groups. |
No information available |
Scalability & Performance
(8 Yes /8 Known /12 Possible features)
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Horizontal scalability Supports scaling by adding more servers or nodes. |
Refinitiv cloud-based platform supports horizontal scaling across compute/data nodes. | |
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High availability Built-in redundancy and failover for continuous operation. |
Built-in high availability, redundancy, and failover as per SLA. | |
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Cloud-native deployment Supports cloud and hybrid deployments. |
Deployed natively on cloud and hybrid environments with Kubernetes/Docker. | |
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Elastic resource allocation Resources scale automatically with demand. |
Elastic resource allocation in public cloud deployments is documented. | |
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Maximum throughput Peak volume of data that can be processed per unit time. |
No information available | |
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Supported concurrent users Maximum number of simultaneous users. |
No information available | |
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Disaster recovery Integrated disaster recovery and rapid restore features. |
Disaster recovery and rapid restore included for business continuity. | |
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Load balancing Automatic distribution of workload across resources. |
Load balancing features available for high-throughput operations. | |
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Data partitioning Splits data for scalable storage and processing. |
Data partitioning and sharding features for scalable storage/processing. | |
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Minimum supported response time Fastest guaranteed response for a standard query. |
No information available | |
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Rolling upgrades Enables upgrades without downtime. |
Rolling upgrades supported for cloud-based enterprise configurations. | |
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Edge deployment support Deployable close to data sources for ultra-low-latency. |
No information available |
Vendor & Data License Management
(11 Yes /11 Known /12 Possible features)
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License enforcement Monitors and enforces contractual data usage limits. |
Platform includes license enforcement tools for regulatory and commercial compliance. | |
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Data vendor entitlement management Controls access to data assets as per vendor contracts. |
Vendor entitlement controls are available for managing supplier-based distribution restrictions. | |
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Usage analytics Tracks how and by whom data is consumed. |
Usage analytics features for monitoring and reporting on consumption. | |
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Cost allocation tools Allocates and reports data costs by user, team, or business unit. |
Cost allocation tooling provided for chargeback and cost control. | |
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Contract management Stores, tracks, and alerts on market data contracts. |
Contract management for vendor agreements and alerts fully supported. | |
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Data usage dashboard Visualizes consumption to optimize vendor spend. |
Dedicated dashboard for vendor and data usage monitoring. | |
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Automated entitlements provisioning Automates granting and revoking of data rights. |
Automated entitlement provisioning and revocation via platform. | |
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Audit of vendor usage Auditable trails of all vendor data accesses. |
Vendor data usage auditable through built-in trails and reporting. | |
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Inbound/outbound data usage limits Maximum data volumes allowed by licensing contracts. |
No information available | |
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Excess usage alerts Notifications when data access exceeds contractual entitlements. |
Excess usage alerts configurable for license/contract enforcement. | |
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Flexible entitlement models Supports complex licensing structures (by asset class, geography, user type, etc.). |
Flexible entitlement modelling by geography, asset class, user roles supported. | |
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License exception handling Processes permissions for exceptional or urgent access needs. |
License exception management features for manual and urgent access. |
Monitoring & Alerting
(11 Yes /11 Known /12 Possible features)
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Feed health monitoring Continuous monitoring of inbound/outbound data feeds for up/down states. |
Feed health monitoring and automated alerting available. | |
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Application performance monitoring Monitors resource usage, latency, and system responsiveness. |
Platform actively monitors performance, latency, and resource usage. | |
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Custom alert configuration Allows users to set specific alerting conditions. |
Users can configure custom alerts for data/system issues. | |
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Alert notification channels Supports email, SMS, dashboard pop-ups, etc. |
Notifications supported via email and in-platform dashboards. | |
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Incident tracking integration Integrates with ticketing/incident systems (ServiceNow, Jira, etc.). |
Incident management with ServiceNow, Jira integration available. | |
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Downtime tracking Measures and logs system or feed outages. |
Downtime/outage events tracked and logged for SLA analysis. | |
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SLA monitoring Checks if platform performance meets service-level agreements. |
Monitors SLA compliance as part of service assurance. | |
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Event log retention Length of time logs and metrics are stored. |
No information available | |
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Proactive anomaly detection AI/ML-driven detection of unexpected system behaviors. |
AI and machine learning driven anomaly detection built-in for some data flows. | |
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User activity monitoring Tracks user-level activity for security and compliance. |
User-level activity monitoring for security and oversight. | |
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Dashboard visualization of alerts Consolidated view of all operational metrics and alerts. |
Unified dashboard for all alert and monitoring outputs. | |
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Escalation workflow for critical alerts Automated escalation process for unresolved incidents. |
Automated alert escalation handled within platform workflows. |
Reference Data & Corporate Actions
(10 Yes /10 Known /12 Possible features)
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Multi-identifier support Manages various instrument and counterparty identifiers (ISIN, LEI, SEDOL, etc.). |
Supports multiple identifier schemes (ISIN, RIC, SEDOL, LEI, etc.). | |
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Entity relationship mapping Captures relationships between entities (issuer, parent, subsidiary, etc.). |
Supports mapping between issuer/parent/subsidiary in entity data. | |
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Corporate actions feed integration Integrates with standardized action feeds from vendors and custodians. |
Corporate action feeds from vendors integrated into the platform. | |
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Corporate action event validation Validates and confirms authenticity of announced events. |
Corporate action event validation embedded as part of data QA. | |
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Event impact calculation Determines the effect of actions (splits, mergers, etc.) on security data. |
Calculates impact of events, e.g. splits/mergers, on securities. | |
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Audit history of changes Maintains a trail of changes to reference data and corporate action processing. |
Audit history for reference and corporate action data available. | |
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Golden copy management Maintains a single validated version of key reference data. |
Manages and distributes golden copy for instrument master data. | |
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Exception workflow for action events Routes problematic events for manual review or escalation. |
Exception workflows for corporate action processing included. | |
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Cross-asset class reference data Supports all asset types: equities, fixed income, derivatives, etc. |
Cross-asset class reference data supported: equities, credit, derivatives, etc. | |
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Automated data refresh frequency Frequency at which reference data is automatically refreshed. |
No information available | |
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Source reconciliation Cross-verifies reference data from multiple sources. |
Reference data reconciliation functionality available. | |
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Orphaned record detection Identifies reference data without supporting records (for deprecation/removal). |
No information available |
Reporting & Analytics
(11 Yes /11 Known /12 Possible features)
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Standard report library Pre-built reports for common market data, quality, and usage metrics. |
Offers a standard report library for market data and quality metrics. | |
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Custom report builder Create, schedule, and distribute custom reports. |
Custom report builder for dispatching/scheduling custom outputs. | |
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Data lineage analysis Visualize the data’s journey from source through transformation to consumer. |
Data lineage analysis tools are included, per technical documentation. | |
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Audit and compliance reporting Dedicated reports for compliance review and audits. |
Compliance/audit reports designed for regulatory and internal needs. | |
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Usage statistics dashboard Interactive dashboard for visualizing consumption, errors, and bottlenecks. |
Usage statistics dashboard included in administration portal. | |
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Drill-down analytics Enables detailed exploration of underlying datasets. |
Drill-down analytics supported for datasets and data flows. | |
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Time series analytics Analyzes trends and patterns in price or reference data over time. |
Time series analytics supported for financial market data. | |
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Export to BI tools Integration with popular business intelligence platforms. |
Export integrations available for leading BI tools (Power BI, Tableau, etc.). | |
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Scheduled report delivery Automated report generation and emailing. |
Supports scheduled/automated report delivery and distribution. | |
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Ad hoc query support On-demand querying and analysis of market or reference data. |
Ad hoc query capabilities through UI and API. | |
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Large dataset reporting performance Maximum data volume supported for interactive reporting. |
No information available | |
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Custom visualization tools Built-in tools for data charting and visualization. |
Data visualization tools, charting and graphing available in dashboards. |
Investment Data Warehouses for Data Management
Centralized repositories designed to store, organize, and make accessible various types of investment data including historical prices, positions, transactions, and analytical datasets.
More Investment Data Warehouses
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Data Integration & Ingestion
(10 Yes /10 Known /13 Possible features)
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Multi-Source Connectivity Ability to connect to multiple data sources such as custodians, brokers, market data feeds, CRM, and internal systems. |
Refinitiv Data Platform integrates with multiple custodians, brokers, market feeds, and internal/external systems via APIs and connectors, as described in public documentation. | |
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Real-Time Ingestion Support for real-time or near real-time data ingestion and updates. |
Platform supports real-time and near real-time data access and streaming for many asset classes (see product literature under 'real-time feeds'). | |
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Batch Processing Support Supports bulk or scheduled data loads at defined intervals. |
Refinitiv offers scheduled/batch data ingestion as part of its data integration toolkit. | |
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Data Validation Rules Automated quality checks during ingestion for format, completeness, or range validation. |
Automated data validation is referenced in documentation, including checks for data quality and completeness in data pipelines. | |
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Data Mapping/Transformation Ability to map, normalize, or transform source data to internal schemas. |
Platform supports mapping and transformation through ETL processes and API endpoints. | |
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API Access for Ingestion Availability of APIs to push/pull data from external systems. |
REST APIs and SDKs are offered for data ingestion and integration (see developer documentation). | |
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ETL (Extract, Transform, Load) Tools Built-in or integrated ETL processes for complex workflows. |
Built-in ETL tools are referenced in product integration documentation. | |
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Customizable Workflows Support for creating custom data ingestion and integration workflows. |
Customizable ingestion workflows described in integration overview. | |
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Streaming Data Capability Ingestion and management of continuously flowing data (e.g., tick data, news feeds). |
Continuously streaming data (including tick, news, etc.) is a major platform feature. | |
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Error Logging & Alerting Automated notifications or logs on ingestion failures, anomalies, or discrepancies. |
Error and event logging, notification, and alerting are promoted as part of operational reliability. | |
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Scalability Maximum capacity of records the ingestion process can handle per hour. |
No information available | |
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Latency Time taken from data arrival at source to availability in warehouse. |
No information available | |
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Auto Schema Detection Automated detection and suggestion for new/unknown data schemas. |
No information available |
Data Storage & Architecture
(11 Yes /11 Known /12 Possible features)
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Storage Capacity Maximum volume of data that can be stored. |
No information available | |
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Data Compression Support for storage-efficient compression algorithms. |
Product supports optimized storage and compression to manage large data volumes. | |
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Partitioning & Sharding Support for data partitioning or sharding for optimized performance. |
Partitioning and sharding used in underlying architecture for scaling and performance. | |
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Columnar vs. Row Storage Choice between columnar or row-based data storage, or hybrid models. |
Supports both columnar (for analytics) and row storage (for transactional/real-time needs) in solution suites. | |
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Elastic Scaling Ability to dynamically scale storage resources up/down as needed. |
Cloud-native platform offers elastic scaling options as standard. | |
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High Availability & Redundancy Built-in redundancy for data protection and system resilience. |
High availability and redundancy featured for enterprise clients; multiple data centers. | |
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Data Snapshots Capability to take periodic snapshots or backups of stored data. |
Automated and on-demand data snapshots/backups are referenced in platform administration guides. | |
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Cloud/On-Premises Option Deployment flexibility on cloud, on-premises or hybrid environments. |
Platform supports both on-premises and cloud/hybrid deployments (see deployment flexibility in product FAQ). | |
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Object Storage Integration Ability to integrate with external object stores (like S3, Azure Blob, etc). |
Integrates with S3, Azure Blob, and other object stores according to developer documentation. | |
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Immutable Data Storage Supports 'write-once, read-many' records for archiving and audit trails. |
Supports immutable storage options for audit and compliance. | |
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Data Encryption at Rest Uses encryption to secure data at rest on storage devices. |
Data is encrypted at rest per industry standard (AES-256 and similar referenced). | |
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Schema Evolution Capability to modify and evolve storage schemas with minimal disruption. |
Schema evolution supported as new data types and structures onboarded regularly. |
Data Security & Access Control
(12 Yes /12 Known /12 Possible features)
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Role-Based Access Controls (RBAC) Enables fine-grained permissions based on user roles and responsibilities. |
Role-based permissions and entitlements management are a platform cornerstone. | |
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Multi-Factor Authentication (MFA) Requires multiple authentication methods for enhanced security. |
Multi-factor authentication is available (see platform security documentation). | |
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Data Encryption In Transit Secures data as it moves between systems using transport-layer encryption. |
Encryption in transit (TLS/SSL) mandated for all platform access. | |
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Audit Logging Captures logs of all user actions for compliance and review. |
Comprehensive audit logging available (compliance focus). | |
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Granular Permissions Allows field-, table-, or dataset-level restrictions on view/edit |
Granular field-level security controls described; restricts data by user/role. | |
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User Provisioning Automation Streamlines onboarding/offboarding of user access rights. |
Supports automatic user provisioning via SSO and platform APIs. | |
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Single-Sign-On (SSO) Integration Integration with enterprise authentication solutions for single sign-on. |
SSO integrations with enterprise authentication (SAML, OIDC) described in documentation. | |
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Data Masking Conceals sensitive fields from unauthorized users while keeping them available for queries. |
Data masking and tokenization provided for sensitive information. | |
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Security Incident Alerting Automated alerts triggered by unusual activities or access violations. |
Security incident alerting and SIEM integrations referenced. | |
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Field Level Encryption Ability to encrypt specific columns or fields within the warehouse. |
Field-level encryption supported in sensitive datasets according to security documentation. | |
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Certifications/Compliance System meets external standards (e.g. SOC 2, ISO 27001, GDPR). |
Platform and services are certified for SOC2, ISO27001, and other standards per compliance center. | |
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Data Access Expiry Ability to grant time-limited access to specific datasets. |
Time-limited dataset access controls included in entitlements management. |
Data Quality & Management
(9 Yes /9 Known /10 Possible features)
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Automated Data Quality Checks Scheduled or real-time scans for inconsistencies, outages, and data drift. |
Automated real-time and scheduled data quality checks are discussed in technical documentation. | |
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Data Lineage Tracking Full traceability of data sources and transformations. |
Data lineage and traceability available to track data source and transformation. | |
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Data Deduplication Automated identification and resolution of duplicate records. |
Deduplication/cleansing included in standard data quality toolkits. | |
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Historical Data Versioning Retains and enables access to previous versions of records. |
Historical record versioning available for regulatory and audit objectives. | |
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Metadata Management Cataloging of data with descriptive metadata, tags, and classifications. |
Extensive metadata management and cataloging described in data discovery modules. | |
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Data Reconciliation Tools Tools for aligning positions, transactions, and market values with external sources. |
Data reconciliation tools with external point-of-truth sources is a selling point for asset managers. | |
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Custom Validation Rules Administrators can define custom data validation and alert logic. |
Admins can define custom validation logic/workflows. | |
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Error Correction Workflow Built-in process for reviewing and resolving flagged issues. |
Error correction workflows built into platform administration. | |
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Data Anomaly Detection Automated identification of abnormal or suspicious data patterns. |
Data anomaly/outlier detection included in advanced data quality suite. | |
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Quality Score Metrics Quantitative scoring of data quality or completeness. |
No information available |
Performance & Scalability
(6 Yes /6 Known /10 Possible features)
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Query Response Time Average time for user queries to complete. |
No information available | |
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Concurrent Users Supported Maximum number of simultaneous active users. |
No information available | |
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Max Query Throughput Highest number of queries handled per second. |
No information available | |
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Elastic Compute Scaling Ability to add processing resources dynamically as workload grows. |
Elastic compute scaling a core feature of the cloud-native deployment, reflected in scalability claims. | |
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High Availability Uptime/availability percentage supported by system architecture. |
No information available | |
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Geographic Distribution Ability to distribute data and resources across multiple locations. |
Data centers located across regions, for both performance and regulatory requirements. | |
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Hybrid Scaling Support for both vertical (bigger servers) and horizontal (more servers) growth. |
Supports both vertical and horizontal scaling within platform flexibility. | |
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Resource Utilization Optimizations Automated resource allocation and optimization for performance. |
Automation and optimization of processing resources are referenced in admin and technical materials. | |
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Data Caching Layered caching to speed up frequently accessed queries. |
Caching for query acceleration and bandwidth optimization available on platform. | |
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Workload Isolation Isolating analytic and operational workloads to prevent interference. |
Workload isolation and resource management are cited for large institutional deployments. |
Analytical & Reporting Tools
(9 Yes /9 Known /10 Possible features)
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Ad-Hoc Query Tools User ability to run custom queries without IT intervention. |
Refinitiv includes ad-hoc query tools in user interfaces and via APIs. | |
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Integrated Reporting Provision of built-in or plug-in dashboards and report templates. |
Integrated dashboards and reporting templates documented and shown in product demos. | |
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Data Visualization Support for charting, heatmaps, and other visualization outputs. |
Charting, visual analytics and heatmap tools available as standard platform features. | |
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OLAP (Online Analytical Processing) Multi-dimensional data cubes for advanced slicing/dicing. |
OLAP and multidimensional analysis included; the system recognized for supporting analytics use cases. | |
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API for Data Export APIs for exporting data to downstream analytics/BI tools. |
APIs allow export to analytics and BI tools as described in developer portal. | |
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Scheduled Reporting Capability to schedule and distribute recurring reports. |
Platform offers scheduled/recurring reporting function. | |
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Self-Service BI Integration Connection with leading business intelligence tools (Power BI, Tableau, etc). |
Certified integrations with BI tools like Tableau and Power BI. | |
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User-Defined Metrics & Calculations Ability for users to create custom metrics and run calculations. |
Users can define and run custom calculations and metrics. | |
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Natural Language Query Supports querying data using plain English or natural language. |
No information available | |
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Audit Reports Automated generation of compliance or data access audit reports. |
Audit/compliance reports are generated automatically, as shown in regulatory modules. |
Data Governance & Compliance
(10 Yes /10 Known /10 Possible features)
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Data Retention Policies Automated enforcement of data lifespan per regulatory requirements. |
Data retention and deletion per regulatory/time policies is a native feature. | |
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Consent Management Tools to record and enforce user/client consent for data use. |
Consent management provided for personal data under GDPR/CCPA requirements. | |
|
GDPR/CCPA Compliance Modules Functions for supporting global privacy laws in data management. |
Privacy law compliance (GDPR/CCPA) built-in; configuration controls described in compliance docs. | |
|
Change Management & Approval Workflow Approval process tracking for critical data or schema changes. |
Approval workflow functionality exists for critical changes. | |
|
Policy Documentation Portal Online repository for governance, access, and retention policies. |
Governance/policy documentation portal provided for enterprise admins. | |
|
Data Stewardship Assignment Assign roles for stewardship and ongoing data oversight. |
Supports assignment of data stewards for governance and oversight purposes. | |
|
Data Usage Monitoring Track and report data access frequency and patterns. |
Monitors and reports data usage by user/pattern for compliance. | |
|
Automated Regulatory Reporting Template-driven and automated generation of regulatory filings. |
Automated support for regulatory reporting provided (MiFID, EMIR, etc). | |
|
E-discovery Support Tools for responding to legal or regulatory data queries. |
E-discovery tools available for legal/regulatory response. | |
|
Full Audit Trail Detailed, immutable logging of data access and changes for compliance. |
Full immutable audit trails built into compliance offering. |
Interoperability & Integration
(10 Yes /10 Known /10 Possible features)
|
Standardized API Interfaces Support for REST, GraphQL, or other industry-standard APIs. |
REST, WebSocket, and other standard API protocols are supported. | |
|
Event Driven Architecture Ability to publish/subscribe to changes via events (e.g., webhooks, Kafka). |
Event-driven approaches (webhooks, event streams via Kafka, etc) available in platform features. | |
|
Data Export Connectors Pre-built connectors to downstream systems (accounting, risk, performance). |
Pre-built connectors to other systems (risk, performance, accounting) referenced. | |
|
Data Import Connectors Connectors for ingesting data from industry-standard vendors and records. |
Multiple import connectors for external vendors, news, and sources. | |
|
Bulk Data Transfer Support Efficient mechanisms for exporting/importing large datasets. |
Bulk import/export designed for high-volume financial datasets. | |
|
Custom Plugin Support Ability to extend functionality via custom plugins. |
SDKs and plugin support described for customization by enterprise clients. | |
|
Data Synchronization Scheduling Configure schedules and triggers for sync with external applications. |
Scheduling/triggers for data synchronization discussed in integration/admin documentation. | |
|
Federated Query Support Query data across multiple sources without data movement. |
Federated queries across multiple sources (internal/external) publicly promoted. | |
|
Open Standards Adoption Uses open-source or de-facto industry schemas and protocols. |
API schemas use open standards and protocols where practical. | |
|
Integration Testing Sandbox Provides a test environment for third-party integration validation. |
Developer sandbox environments available for API/integration testing. |
User Experience & Administration
(9 Yes /9 Known /10 Possible features)
|
Intuitive User Interface Modern, easy-to-navigate web UI for end users and admins. |
Modern web UI is a core platform aspect; user/admin portals highlighted in demos. | |
|
Customizable Dashboards Personalized dashboards for different user roles. |
Personalized dashboards included as standard for different user types. | |
|
User Activity Monitoring Admin panel to review recent logins and actions. |
Admin UI gives access to user monitoring and management. | |
|
Bulk User Management Batch provisioning, editing, or deactivation of users. |
No information available | |
|
Localization and Multi-language Support UI and documentation in multiple languages. |
Multilanguage support cited for global client base in UI specs. | |
|
Accessibility Compliance Adheres to WCAG or other accessibility standards. |
Accessibility compliance mentioned to meet client regulatory requirements. | |
|
Custom Notification Settings Users can configure their own notification preferences. |
Users can configure notifications via platform profile/settings. | |
|
In-platform Help & Support Contextual help guides, live chat, or ticket escalation. |
In-platform contextual help and support chat/ticketing available. | |
|
System Usage Analytics Track and visualize user adoption and active usage trends. |
Platform analytics used to monitor system and user adoption. | |
|
Theming & Branding Options Support for organization-specific visual branding. |
Supports theming/branding for enterprise clients (UI customization). |
Monitoring, Maintenance & Support
(9 Yes /9 Known /10 Possible features)
|
Real-Time System Monitoring Visibility into performance, capacity, and health via dashboards. |
System monitoring dashboard in real-time provided for administrators. | |
|
Automated Backups Scheduled and on-demand backup management. |
Automated backup processes available for managed service and cloud platform. | |
|
Disaster Recovery Support Plans and automation for fast recovery from critical failures. |
Disaster recovery provisions are highlighted for critical data applications. | |
|
24/7 Technical Support Access to technical support all day, every day. |
24/7 technical support for enterprise clients; dedicated support lines described. | |
|
Self-Healing Capabilities Automated detection and mitigation of system faults. |
Automated mitigation and failover routines integrated for self-healing. | |
|
Patch & Version Management Tools for applying updates and managing software versions. |
Patching and version control managed by support team and available in admin modules. | |
|
Automated Resource Scaling Dynamic allocation of compute and storage as workload changes. |
Dynamic autoscaling is part of the service for cloud deployments. | |
|
Incident Management Dashboard Central dashboard for viewing, tracking, and resolving operational incidents. |
Incident management dashboard available for IT/operations according to documentation. | |
|
Performance Baselines Historical records of key performance baselines for benchmarking. |
Historical performance baseline tracking available for system benchmarking. | |
|
Service Level Agreement (SLA) Uptime Guaranteed system availability percentage per SLA. |
No information available |
Data Integration Platforms for Data Management
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Connectivity & Integration
(7 Yes /7 Known /13 Possible features)
|
API Connectivity Capability to connect and interact with other systems via APIs (REST, SOAP, etc.). |
Public documentation and website detail robust APIs (including REST and WebSocket) for data integration across the platform. | |
|
Pre-built Connectors Availability of pre-built connectors to common fund systems, custodians, administrators, and data vendors. |
Refinitiv Data Platform offers pre-built connectors for feeds, exchanges, and common market data applications (see integration documentation). | |
|
Custom Connector Support Ability to build custom data connectors/adapters. |
Custom connector support available via APIs and developer toolkits (SDKs) detailed in product resources. | |
|
File-based Integration Supports integration via file exchange (CSV, XML, XLS, etc.). |
. | No information available |
|
Message Queue Integration Integration with messaging systems/brokers (MQ, Kafka, RabbitMQ). |
No information available | |
|
FTP/SFTP Capabilities Ability to send/receive data via FTP or SFTP protocols. |
Ability to transmit and receive data via SFTP/FTP is widely documented in RDP integration whitepapers. | |
|
Webhooks Support Supports event-driven integrations via webhooks. |
Internal and external systems can subscribe to webhooks for data event notification (see developer documentation). | |
|
Batch vs. Real-time Processing Flexible support for both batch and real-time data integration. |
Batch and real-time data integration supported; users can select data delivery mode via API parameters. | |
|
Data Source Auto-Discovery Automated recognition and onboarding of new data sources. |
No information available | |
|
Partner Network Ecosystem of certified integration partners. |
Extensive partner and integration network detailed on Refinitiv partner pages and developer.community.refinitiv.com. | |
|
Number of Supported Systems Total number of different systems/platforms supported for integration. |
No information available | |
|
Simultaneous Connections Maximum concurrent data connections supported. |
No information available | |
|
API Throughput Maximum number of API calls handled per second. |
No information available |
Data Transformation & ETL
(4 Yes /4 Known /12 Possible features)
|
Visual Data Mapping Graphical tools for defining data transformation and mapping. |
No information available | |
|
Scripting/Custom Logic Ability to include scripts or custom logic in data pipelines. |
No information available | |
|
Data Validation Rules Built-in validation of data formats, types, and constraints. |
Platform offers robust data validation on ingestion; described as enforcing data type/format checks. | |
|
Error Handling & Logging Comprehensive error tracking and data issue logging mechanisms. |
Product description and technical manuals reference built-in logging and error tracking features tied to data workflows. | |
|
Automated Data Cleansing Capabilities to auto-correct or flag suspect data. |
Automated cleansing and flagging of suspect data available as built-in features (confirmable in technical documentation). | |
|
Data Enrichment Ability to enhance datasets with reference or market data. |
Data enrichment is a highlighted feature, with access to reference and market datasets for enhancement. | |
|
Reprocessing Failed Batches Supports automated or manual rerun of failed data batches. |
No information available | |
|
Reusable Transformation Templates Templates for recurring transformation patterns. |
. | No information available |
|
Auditable Transformation Steps Transformation history and audit logging for compliance. |
No information available | |
|
Parallel Processing Concurrency in executing ETL jobs. |
. | No information available |
|
Job Runtime Average time taken to run an ETL job. |
No information available | |
|
Supported Data Types Number of structured/semi-structured/unstructured data types supported. |
No information available |
Data Quality & Governance
(8 Yes /8 Known /12 Possible features)
|
Data Lineage Tracing data origin, transformations, and flow. |
Product marketing and developer portal highlight full data lineage tracking. | |
|
Data Catalog Central registry of available data and sources. |
Centralized catalog of data sources is a key advertised feature. | |
|
Quality Metrics Dashboard Visualization of data quality indicators (completeness, accuracy, timeliness, etc.). |
Dashboard reporting and completeness/timeliness scoring illustrated in demo materials. | |
|
Automated Anomaly Detection Identifying data outliers or issues automatically. |
No information available | |
|
Data Versioning Version control for datasets and schemas. |
No information available | |
|
Master Data Management Ensures unique and consistent master data across systems. |
No information available | |
|
Policy Enforcement Automated enforcement of data governance policies. |
Automated policy enforcement and user permissioning described in technical details and compliance sections. | |
|
Stewardship Workflows Tools for data stewards to manage and resolve issues. |
No information available | |
|
Regulatory Reporting Support Facilitates compliance with industry and regulatory standards. |
The platform specifically claims to facilitate compliance with major financial regulations (MiFID II, EMIR, etc.). | |
|
Data Retention Policy Controls Configuration of record retention and disposal schedules. |
Retention policy management for regulatory data is cited in compliance documentation. | |
|
Role-based Data Access Restricts actions/visibility based on user/group roles. |
Role-based access controls available; reflected in user administration and entitlement modules. | |
|
Access Audit Logs Detailed logging of data access and modifications. |
Audit logs for access and data modification detailed in administrator guide and security documentation. |
Security & Compliance
(8 Yes /8 Known /12 Possible features)
|
Data Encryption In-Transit Encryption of all data during transfer between systems. |
Platform supports TLS encryption for all data in transit, confirmed in security whitepapers. | |
|
Data Encryption At-Rest Encryption of stored data on disk/databases. |
Data at rest is encrypted using industry standards, per security and compliance documents. | |
|
Multi-factor Authentication Multi-factor login for users and administrators. |
Multi-factor authentication is an available option for both internal and external users. | |
|
User Access Controls Fine-grained control over user permissions and roles. |
Granular roles and user permission settings are available in admin tools. | |
|
Audit Trail Complete logging of all user and system activities. |
Full system and user activity logging is a compliance feature outlined in documentation. | |
|
Compliance Certifications Adherence (and certifications) to standards like ISO 27001, SOC 2, GDPR. |
Platform has certifications including ISO 27001 and SOC 2 listed on site. | |
|
Secure API Authentication Token-based or certificate-based authentication for APIs. |
APIs use OAuth2.0 and token-based authentication, per developer documentation. | |
|
Penetration Testing Practices Regular security testing for vulnerabilities. |
Regular penetration testing mentioned in compliance and security state. | |
|
Data Masking/Redaction Ability to mask or redact sensitive data in outputs. |
No information available | |
|
Incident Response Mechanisms Pre-defined procedures for data breaches or security incidents. |
No information available | |
|
Automated Compliance Monitoring Continuous monitoring for regulatory compliance violations. |
No information available | |
|
Retention Policy Enforcement Automated enforcement of data retention and document destruction policies. |
No information available |
Performance & Scalability
(5 Yes /5 Known /10 Possible features)
|
Horizontal Scalability Ability to scale out across multiple servers or cloud instances. |
The platform is architected for scalable deployment across cloud and data centers as per technical documentation. | |
|
Vertical Scalability Ability to add resources (CPU, RAM, Storage) to improve performance. |
The ability to scale instances/resources for performance is supported; platform can scale vertically. | |
|
Data Throughput Maximum volume of data processable per unit time. |
No information available | |
|
Latency Average time taken to process a transaction or data record. |
. | No information available |
|
Concurrency Support Number of data flows/pipelines that can run in parallel. |
No information available | |
|
High Availability Built-in failover and redundancy for uninterrupted service. |
Multiple references to high-availability features, including failover and redundancy services. | |
|
Load Balancing Distributes workloads evenly for optimal resource usage. |
Load balancing across nodes and endpoints available for guaranteed performance. | |
|
Auto-scaling Automatic adjustment of resources based on workload. |
Auto-scaling of platform services described in the cloud deployment options. | |
|
Processing Window Size Configurable time window for batch processing. |
. | No information available |
|
Transaction Volume Capacity Maximum volume of transactions supported per day. |
. | No information available |
Monitoring & Alerting
(3 Yes /3 Known /10 Possible features)
|
Real-time Health Dashboard Live display of system health and key metrics. |
System health and uptime/status dashboards clearly visible in product screenshots. | |
|
Custom Alerts User-configurable monitoring rules and thresholds. |
. | No information available |
|
Historical Data Analytics Tools for reviewing past trends and incidents. |
. | No information available |
|
Error Notification Channels Multiple channels for error alerts (email, SMS, Slack, etc.). |
. | No information available |
|
Automated Remediation Rules to auto-resolve common issues or trigger workflows. |
. | No information available |
|
Usage Analytics Reports on platform usage and performance. |
Usage analytics for system administrators and business users are broadly demonstrated. | |
|
User Activity Logging Detailed tracking of all user activities. |
User activity and audit logging is part of compliance offering. | |
|
Customizable Reporting Support for building and scheduling custom reports. |
. | No information available |
|
MTTR Tracking Time to detect and resolve technical incidents. |
. | No information available |
|
Alert Response Time Time for alerts to be delivered to responsible parties. |
. | No information available |
User Experience & Self-service
(0 Yes /0 Known /10 Possible features)
|
No-code/Low-code Pipeline Builder Drag-and-drop interface for building data flows without programming. |
No information available | |
|
Role-based Dashboards User interfaces tailored for different user types (IT, Ops, Business, etc.) |
. | No information available |
|
Self-service Data Ingestion Allow non-technical users to upload and ingest data. |
. | No information available |
|
Template Library Library of pre-built templates for common data flows and use cases. |
. | No information available |
|
Customizable Workspaces Users can personalize workspace layouts, filters, and views. |
. | No information available |
|
Inline Help & Documentation Integrated help, tooltips, and user guides. |
. | No information available |
|
Approval Workflows Request/approve changes to pipelines and integrations. |
. | No information available |
|
Bulk Operations Manage multiple records/files in one action. |
. | No information available |
|
Search & Filtering Powerful search and filtering of data and workflows. |
. | No information available |
|
Mobile Accessibility Mobile-friendly or dedicated mobile applications. |
. | No information available |
Deployment & Architecture
(8 Yes /8 Known /10 Possible features)
|
Cloud Deployment Support Native support for cloud deployment (AWS, Azure, GCP). |
Refinitiv Data Platform is a cloud-native solution available on major clouds, per product literature. | |
|
On-premises Installation Support for on-premises or private cloud environments. |
Customers can deploy on premises as well as cloud, supporting hybrid and private installation scenarios. | |
|
Hybrid Deployment Ability to operate across both cloud and on-premises infrastructure. |
Hybrid deployment supported; confirmed via solution briefs and case studies. | |
|
Multi-tenancy Supports logical separation for different teams or clients. |
Multi-tenancy and logical separation highlighted in multi-client/enterprise use cases. | |
|
Microservices Architecture System is designed with microservices for modularity and resilience. |
Microservices architecture described in developer documentation. | |
|
Disaster Recovery Capabilities Automatic failover and backup/restore for business continuity. |
Disaster recovery planning and documented RTO/RPO are part of enterprise SLA. | |
|
Containerization Support Support for Docker, Kubernetes, and similar technologies. |
No information available | |
|
Multi-region Support Ability to operate across multiple geographic regions/data centers. |
Multi-region support confirmed in cloud architecture and global data center presence. | |
|
Zero-downtime Upgrades Apply platform upgrades without interrupting service. |
Zero-downtime upgrades indicated for managed SaaS solution and continuous delivery approach. | |
|
Resource Auto-provisioning Automated deployment and resource allocation. |
No information available |
Vendor Support & Ecosystem
(9 Yes /9 Known /10 Possible features)
|
24/7 Technical Support Round-the-clock access to expert technical support. |
24/7 technical support offered as part of contractual options. | |
|
Dedicated Account Manager A single point of contact for relationship management. |
Dedicated account managers assigned for enterprise accounts. | |
|
Community Forums Engaged user community for peer support. |
Community forums and online support available on developer portal. | |
|
Extensive Documentation Detailed guides, manuals, and reference materials. |
Extensive online documentation, guides, and manuals available. | |
|
Regular Product Updates Frequent improvements and new feature releases. |
Release history reflects regular feature updates. | |
|
Training & Certification Availability of certifications and formal training programs. |
Online and in-person training, certification programs promoted on Refinitiv's learning portal. | |
|
Partner/Marketplace Ecosystem Third-party integrations, add-ons, and certified partners. |
Marketplace and partner ecosystem detailed on official website and documentation. | |
|
Service Level Agreements (SLAs) Contractual performance and availability guarantees. |
SLAs and service guarantees offered in product literature and contracts. | |
|
Customer Success Programs Proactive guidance to help clients realize value. |
Customer success and engagement initiatives are advertised as part of onboarding and ongoing service. | |
|
Multi-language Support Availability of user interfaces and documentation in multiple languages. |
. | No information available |
Cost & Licensing
(0 Yes /0 Known /10 Possible features)
|
Usage-based Pricing Pricing model based on consumption (e.g., data processed, transactions, users). |
. | No information available |
|
Flexible License Models Options for perpetual, subscription, or pay-as-you-go licenses. |
. | No information available |
|
Transparent Pricing Clear, upfront pricing without hidden fees. |
No information available | |
|
Trial/Evaluation Period Available free trial or PoC before commitment. |
No information available | |
|
Volume Discounts Discounts for larger usage or enterprise agreements. |
No information available | |
|
Support Cost Inclusions Support and maintenance included in standard fees. |
No information available | |
|
Cost Predictability Ability to forecast and control total cost of ownership. |
No information available | |
|
Automated Billing Self-service billing and invoicing. |
No information available | |
|
Cost Optimization Tools Built-in analytics to optimize platform usage and minimize cost. |
No information available | |
|
Multi-currency Pricing Support Ability to quote and bill in multiple currencies. |
No information available |
Extensibility & Customization
(6 Yes /6 Known /10 Possible features)
|
Plugin/Extension Framework Ability to extend core functionality via custom plugins/extensions. |
Developer site outlines plugin/extension framework for adding custom features. | |
|
Custom Workflow Support Build and deploy custom data workflows and processes. |
Documented support for custom workflows via APIs and SDKs. | |
|
API for Custom Integrations Well-documented APIs for extending and integrating with external tools. |
Comprehensive APIs for custom integration are a major selling point. | |
|
White-labeling Ability to customize branding and user interface. |
No information available | |
|
Custom Roles & Permissions Define new user roles and granular access configurations. |
Custom roles and permissioning available via admin/entitlements module. | |
|
Scripting Language Support Built-in support for languages like Python or JavaScript for user scripts. |
. | No information available |
|
UI Theming and Customization Configure appearance and user interface elements. |
. | No information available |
|
Event Hooks Custom logic triggered on data events or system actions. |
. | No information available |
|
Open Standards Compliance Built with and extends using open industry standards. |
Refinitiv adheres to open industry standards including FpML, FIX, and more as per developer documentation. | |
|
Integration SDK Software development kit for building deep integrations. |
SDKs and kit downloads available publicly to enable integration. |
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