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SAS Data Governance from SAS
An integrated solution that helps fund managers define, implement and monitor their data governance policies. Features include data quality monitoring, metadata management, and lineage tracking to support investment decision-making and regulatory compliance requirements.
Product analysis by function
Data Quality & Governance Tools for Data 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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Data Quality Monitoring
(9 Yes /9 Known /12 Possible features)
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Automated Data Validation Runs predefined validation rules to identify errors or inconsistencies in imported or generated data. |
SAS Data Governance includes data quality monitoring and predefined rules for identifying errors or inconsistencies. | |
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Real-Time Data Quality Dashboard Provides a live, visual overview of data quality metrics such as error rates and completeness. |
The product provides real-time dashboards for data quality metrics as stated in their data quality monitoring features. | |
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Error Rate Tracks the percentage of data records containing validation errors. |
No information available | |
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Completeness Score Measures how many of the required data fields are populated and valid. |
No information available | |
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Duplicate Detection Identifies and alerts on instances of duplicate data records. |
Duplicate detection is a standard feature in SAS’s data quality and profiling toolkit. | |
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Data Consistency Checks Ensures internal data consistency by cross-verifying related fields or records. |
SAS provides checks for internal data consistency as part of its validation suite. | |
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Anomaly Detection Detects unusual patterns in data that might indicate errors or fraud. |
Anomaly detection is included to flag quality issues and potential fraud. | |
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Outlier Identification Flags data points that differ significantly from established patterns or averages. |
Outlier identification is addressed through data profiling and analytics dashboards. | |
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Customizable Quality Metrics Allows users to define and track bespoke data quality metrics. |
SAS allows users to define and track custom data quality metrics. | |
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Data Profiling Generates summaries, statistics, and key characteristics about datasets to inform quality improvement. |
Data profiling—summaries and statistics about data—is a core module of SAS Data Governance. | |
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Automated Notifications Sends alerts to users or administrators when data quality thresholds are breached. |
Automated notifications can be configured for data quality threshold breaches. | |
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Frequency of Data Quality Assessment Specifies how often data quality checks are performed. |
No information available |
Validation & Exception Handling
(9 Yes /9 Known /11 Possible features)
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Custom Validation Rule Engine Supports the creation of tailored validation rules for different data entities and workflows. |
Users can create custom validation rule sets within SAS. | |
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Rule Library Includes a library of standard financial and regulatory data validation rules. |
SAS includes a library of financial and regulatory validation rules. | |
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Rule Complexity Support Maximum number of conditions per validation rule. |
No information available | |
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Bulk Exception Capture Identifies and logs groups of related exceptions in a single batch process. |
Bulk exception capture is supported via batch processing and exception logging. | |
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Exception Workflow Routing Routes exceptions to relevant personnel or teams based on predefined criteria. |
Workflow routing for exceptions can be configured to direct cases to teams/persons. | |
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Audit Trail for Exceptions Maintains a record of exception investigations, actions taken, and outcomes. |
Audit trail for exception investigations is maintained by SAS Data Governance. | |
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Automated Exception Resolution Suggestions Recommends possible fixes for certain event types based on historical data. |
SAS systems provide suggested resolutions based on historical exception patterns. | |
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SLA Tracking for Exception Resolution Monitors and reports adherence to service-level agreements for resolving exceptions. |
SLA tracking is available through workflow analytics and monitoring modules. | |
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Exception Closure Time Average time taken to close data exceptions. |
No information available | |
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Role-Based Exception Approval Requires specified roles or hierarchies to approve exception resolutions. |
SAS supports role-based exception approval. | |
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Exception Severity Classification Allows categorization of exceptions by criticality, informing prioritization and reporting. |
Exception categorization by severity is supported for workflow prioritization. |
Data Lineage & Traceability
(9 Yes /9 Known /10 Possible features)
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End-to-End Lineage Visualization Displays comprehensive maps showing how data flows from source to report. |
Data lineage visualization is clearly described as a key feature of SAS Data Governance. | |
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Field-Level Lineage Tracking Captures lineage at the individual data element level. |
Lineage tracking is specified at field level as part of SAS’s metadata management. | |
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Data Transformation Logging Records all transformation steps applied to data as it moves between systems. |
Transformation logging is built into SAS’s governance and lineage suite. | |
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Source System Documentation Catalogues originating systems for all ingested data points. |
Metadata management includes source system documentation. | |
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Version History Maintains records of data versions and changes over time. |
Version history for data and metadata is maintained. | |
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Lineage Query Functionality Allows users to query lineage information by data field or process. |
Users can query data lineage and process information within SAS. | |
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Lineage Reporting Export Exports lineage maps and details in standard report formats. |
Lineage reporting export is supported toward standard reporting formats. | |
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Automated Data Dependency Analysis Identifies and highlights interdependencies between datasets and processes. |
Automated dependency analysis is included within the lineage and governance tools. | |
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Lineage Update Frequency Frequency at which lineage maps are refreshed to reflect new data flows. |
No information available | |
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Change Impact Analysis Assesses downstream implications of changes in source or process. |
Change impact analysis is part of the metadata and lineage reporting feature-set. |
Data Governance & Policy Management
(10 Yes /10 Known /10 Possible features)
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Policy Definition Engine Enables creation and enforcement of custom data policies at field, entity, and process levels. |
Policy definition and management are core components of SAS Data Governance. | |
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Data Steward Assignment Assigns ownership of specific data domains or fields to designated stewards. |
Users can assign data stewardship responsibility in the governance module. | |
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Role-Based Access Control (RBAC) Restricts data access based on user roles and responsibilities. |
Role-based access control is a standard feature for enterprise-grade data governance. | |
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Automated Policy Compliance Checks Monitors ongoing adherence to internal and regulatory governance requirements. |
Automated policy compliance checks are available as part of governance monitoring. | |
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Data Retention Scheduling Defines automated retention and destruction windows for different types of data. |
Data retention policies can be set and scheduled. | |
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Data Classification Management Supports classification of data based on sensitivity, privacy, and regulatory criteria. |
Data classification management is explicitly part of SAS Data Governance, especially for regulatory compliance. | |
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Data Masking Automatically obscures sensitive information in test, reporting, or user-specific contexts. |
Data masking features are available for privacy and regulatory compliance. | |
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PII & Confidential Data Tracking Identifies and monitors personally identifiable and confidential data for compliance. |
PII and confidential data tracking is supported for GDPR and regulatory requirements. | |
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Approval Workflow Automation Automates governance approvals for policy changes, data requests, and updates. |
Approval workflows are configurable for policy and data change management. | |
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Policy Applicability Audit Logs Maintains logs of which data records or events were governed by which policies at all times. |
Audit logs regarding policy applicability are maintained. |
Reporting & Analytics
(8 Yes /8 Known /9 Possible features)
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Pre-Built Data Quality Reports Includes standard reports on completeness, accuracy, timeliness, and other core metrics. |
Pre-built reports for data quality metrics are a core value proposition of SAS. | |
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Custom Report Builder Empowers users to design bespoke reports and dashboards tailored to fund-specific needs. |
Custom report builders are available for users to design dashboards and tailored analytics. | |
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Export to Multiple Formats Enables report exports to CSV, PDF, XLSX, and integration with BI platforms. |
Report export to multiple standard formats (CSV, Excel, PDF, integration with BI tools) is fully supported. | |
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Report Scheduling Automates report generation and delivery on a scheduled basis. |
Report scheduling is a standard reporting feature. | |
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KPI Definition & Tracking Allows organizations to create, monitor, and alert on custom KPIs related to data management. |
Custom KPI definition and tracking related to data management is available. | |
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Visualization Tools Provides graphical representations (charts, graphs, heat maps) for data quality and governance trends. |
Visualization tools (charts, graphs, heat maps) are part of SAS’s reporting suite. | |
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Longitudinal Analysis Tracks and displays improvement or degradation of data quality over time. |
Longitudinal analysis to track data quality over time is mentioned as a feature of SAS Data Governance. | |
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Automated Insights & Recommendations System-generated suggestions based on detected patterns or anomalies in quality metrics. |
Automated insights and recommendations are generated by the analytics and data quality modules. | |
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Trend Analysis Report Frequency Specifies how frequently system can generate trending analytics. |
No information available |
Integration & Interoperability
(8 Yes /8 Known /9 Possible features)
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API Connectivity Supports inbound and outbound data exchange using REST, SOAP, or other standard APIs. |
REST API connectivity (and others) is set up for inbound and outbound data exchange as per integration documentation. | |
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Connector Library Provides pre-built connectors for popular fund administration, trading, and regulatory systems. |
SAS offers a broad library of connectors for popular financial, fund admin, and trading systems. | |
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File Format Support Accepts and outputs data in multiple formats (CSV, XML, JSON, Excel, etc.). |
Multiple file formats are supported for data import/export (CSV, XML, Excel, JSON, etc). | |
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Automated Data Import/Export Supports unattended scheduled or trigger-driven data transfers. |
Automated, scheduled and trigger-based import/export operations are described in SAS documentation. | |
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Data Synchronization Frequency How often system syncs data with connected platforms. |
No information available | |
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Webhooks & Event Driven Notifications Enables instant notification to other systems when data quality events occur. |
Webhooks and event notifications can be set up for system events. | |
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Authentication Protocol Flexibility Supports diverse authentication protocols for secure integration (OAuth, SAML, LDAP). |
SAS supports standard authentication protocols for integration (OAuth, SAML, LDAP). | |
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Integration Monitoring Monitors integration health and alerts for failures or slowdowns. |
Health and integration monitoring capabilities are described for the platform’s integrations. | |
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Bi-Directional Data Flow Allows both reading from and writing to external sources. |
SAS allows bidirectional data flows (read/write) with external data sources. |
Scalability & Performance
(4 Yes /4 Known /9 Possible features)
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Concurrent User Support Maximum number of users who can access the system simultaneously. |
No information available | |
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Peak Data Volume Capacity Maximum volume of data that can be processed daily without degradation. |
No information available | |
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Processing Latency Average time to process and validate an individual record. |
No information available | |
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Load Balancing Support Automated distribution of processing workload across multiple servers. |
SAS supports load balancing across resources in large deployments. | |
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Elastic Scaling Dynamically allocates resources based on system load. |
Elastic resource scaling is described for SAS modern cloud deployments. | |
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High Availability Ensures system is available and operational with minimal downtime. |
High availability is a design goal for SAS’s cloud and enterprise architectures. | |
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Disaster Recovery RPO Maximum allowable data loss in the event of a disaster (Recovery Point Objective). |
No information available | |
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Disaster Recovery RTO Time taken to restore system functionality after a disaster (Recovery Time Objective). |
No information available | |
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Scalable Cloud Deployment Supports deployment on scalable public/private cloud infrastructure. |
SAS supports scalable cloud deployments on public or private cloud. |
Security & Privacy
(9 Yes /9 Known /9 Possible features)
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Data Encryption At Rest Uses strong encryption to secure data stored in databases, file systems, or backups. |
Data at rest is encrypted in SAS Data Governance. | |
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Data Encryption In Transit Encrypts all data transmissions between systems, users, and applications. |
Data in transit is encrypted, typically with TLS/SSL, per SAS security documentation. | |
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Multi-Factor Authentication (MFA) Requires additional authentication step for user access. |
Multi-factor authentication is available as an access security feature. | |
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Vulnerability Scanning Regularly scans system for known security vulnerabilities. |
SAS systems include vulnerability scanning tooling as part of standard security best practices. | |
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Intrusion Detection & Monitoring Monitors for unexpected or unauthorized activity in real-time. |
Intrusion detection and monitoring is a feature in SAS’s governance architecture. | |
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Granular Access Rights Grants or restricts user access at very fine levels of data and function. |
Access rights can be granted/revoked at granular levels for both data and platform functions. | |
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Data Breach Notification Automation Automatically alerts stakeholders in case of suspected data breach. |
Breach and incident notification automation is included in product documentation. | |
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GDPR/CCPA Support Provides controls and documentation to facilitate compliance with major privacy laws. |
SAS provides support for GDPR and CCPA-compliance with policy, controls, and reporting. | |
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Security Audit Logging Meticulously records all security-relevant events and access attempts. |
Comprehensive security audit logging is built into the platform. |
User Experience & Usability
(8 Yes /8 Known /8 Possible features)
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Modern Web UI Presents a responsive, easy-to-navigate web interface. |
User interface is web-based, modern and responsive. | |
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Role-Based Dashboards Customizes interface and workflows based on user role. |
Role-based dashboards can be configured for fund managers and other stakeholders. | |
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Self-Service Data Quality Tools Allows users to define validations, launch audits, and resolve issues without IT dependency. |
Self-service data quality tools are available. | |
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Contextual Help and Guidance Inline tool-tips, documentation, and training aids. |
Contextual help, training, and guidance features are provided within the UI. | |
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Mobile Accessibility Enables core workflows and monitoring on mobile devices. |
Mobile accessibility for dashboards and alerts is available. | |
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Workflow Customization Allows drag-and-drop or configurable business workflow design. |
Workflow customization using drag-and-drop or configuration tools is allowed. | |
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Localization & Language Support Available in multiple languages to serve global teams. |
Localization and support for multiple languages are provided for global teams. | |
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Accessibility Compliance Meets standards (such as WCAG) for accessibility to all users. |
Accessibility compliance (e.g., WCAG) is referenced in product documentation. |
Collaboration & Workflow
(5 Yes /5 Known /8 Possible features)
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Task Assignment & Tracking Assigns data governance or quality tasks to specific users and tracks completion. |
Task and workflow assignment and completion tracking are included in the suite. | |
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In-App Messaging & Notifications Enables direct communication within the platform regarding data issues and workflows. |
No information available | |
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Collaborative Issue Resolution Allows multiple users to work jointly on resolving complex exceptions or quality problems. |
No information available | |
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Activity Feed or Audit Trail Shows actions taken by all users for transparency and accountability. |
Audit trail with activity feed is standard for accountability and transparency. | |
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Workflow Automation Automates process steps such as reviews, approvals, and escalation. |
Workflow automation for approvals, reviews, and escalations is available. | |
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Commenting on Data Records Users can leave notes or discussion threads attached to specific data items. |
No information available | |
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Approval Chains Configurable multi-step approval flows for significant governance or data changes. |
Approval chain configuration is part of the workflow engine. | |
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Workflow Analytics Reports on efficiency, bottlenecks, and SLA adherence of governance workflows. |
Workflow analytics are provided to analyze efficiency and bottlenecks. |
Audit & Compliance
(9 Yes /9 Known /9 Possible features)
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Comprehensive Audit Logging Systematically records all user actions, changes, and governance events. |
Comprehensive audit logging is part of both data governance and compliance features. | |
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Change Log Detail Captures before/after values for all governed data changes. |
Change logs with before and after values are maintained for governed data. | |
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Automated Compliance Reporting Generates standard compliance documents and evidence packs. |
SAS creates standard compliance reports and evidence packs automatically. | |
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Regulatory Framework Templates Includes templates mapped to major regulations (e.g., SEC, ESMA, GDPR, AIFMD). |
Regulatory templates are provided for SEC, ESMA, GDPR, etc. | |
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Integration with External Audit Tools Enables export and API connectivity to third-party audit or compliance systems. |
External audit system integration is possible via API or data export functionality. | |
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Configurable Retention of Audit Data Allows custom specification of how long to store audit trails, by data type or jurisdiction. |
Retention period for audit data is configurable. | |
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Audit Query Interface Provides advanced querying of all audit records by time, user, or event. |
Advanced querying of audit records is supported in SAS’s audit trail/logging system. | |
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Compliance Checklist Automation Runs scheduled or manual checklists to provide compliance evidence. |
Compliance checklists can be automated for reporting and audit readiness. | |
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User Certification Workflows Collects necessary user signoffs and certifications on data and controls. |
User certification and approval workflows are available for key data and governance tasks. |
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