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Trifacta Wrangler from Trifacta
Enhances data quality by providing an interactive interface for data cleansing and preparation, including data profiling, transformation capabilities, and integration with popular data storage systems.
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. |
Trifacta Wrangler supports automated data validation through its interactive data quality rules engine and cleansing workflows. | |
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Real-Time Data Quality Dashboard Provides a live, visual overview of data quality metrics such as error rates and completeness. |
Wrangler provides real-time visual feedback on data quality metrics via its interactive interface. | |
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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 natively supported by Wrangler's data transformation suggestions and deduplication tools. | |
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Data Consistency Checks Ensures internal data consistency by cross-verifying related fields or records. |
Wrangler performs consistency checks by allowing users to create transformation steps to verify/correct related fields. | |
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Anomaly Detection Detects unusual patterns in data that might indicate errors or fraud. |
Anomaly and outlier detection is part of Trifacta's data profiling features. | |
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Outlier Identification Flags data points that differ significantly from established patterns or averages. |
Outlier identification is shown during initial profiling and through transformation suggestions. | |
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Customizable Quality Metrics Allows users to define and track bespoke data quality metrics. |
Wrangler allows user-defined quality metrics via custom transformation steps and rules. | |
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Data Profiling Generates summaries, statistics, and key characteristics about datasets to inform quality improvement. |
Data profiling is a core feature with summaries, distributions, and statistics for any imported dataset. | |
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Automated Notifications Sends alerts to users or administrators when data quality thresholds are breached. |
Automated notifications and flagging of issues appears directly in the interface; integration with external notifications varies by deployment. | |
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Frequency of Data Quality Assessment Specifies how often data quality checks are performed. |
No information available |
Validation & Exception Handling
(1 Yes /1 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 define custom validation/transformation rules in Trifacta Wrangler. | |
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Rule Library Includes a library of standard financial and regulatory data validation rules. |
No information available | |
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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. |
No information available | |
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Exception Workflow Routing Routes exceptions to relevant personnel or teams based on predefined criteria. |
No information available | |
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Audit Trail for Exceptions Maintains a record of exception investigations, actions taken, and outcomes. |
No information available | |
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Automated Exception Resolution Suggestions Recommends possible fixes for certain event types based on historical data. |
No information available | |
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SLA Tracking for Exception Resolution Monitors and reports adherence to service-level agreements for resolving exceptions. |
No information available | |
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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. |
No information available | |
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Exception Severity Classification Allows categorization of exceptions by criticality, informing prioritization and reporting. |
No information available |
Data Lineage & Traceability
(2 Yes /2 Known /10 Possible features)
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End-to-End Lineage Visualization Displays comprehensive maps showing how data flows from source to report. |
No information available | |
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Field-Level Lineage Tracking Captures lineage at the individual data element level. |
No information available | |
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Data Transformation Logging Records all transformation steps applied to data as it moves between systems. |
All data transformation steps are logged in Wrangler and can be reviewed by users. | |
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Source System Documentation Catalogues originating systems for all ingested data points. |
No information available | |
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Version History Maintains records of data versions and changes over time. |
Wrangler maintains version histories of datasets (recipe history), allowing rollbacks and audits. | |
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Lineage Query Functionality Allows users to query lineage information by data field or process. |
No information available | |
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Lineage Reporting Export Exports lineage maps and details in standard report formats. |
No information available | |
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Automated Data Dependency Analysis Identifies and highlights interdependencies between datasets and processes. |
No information available | |
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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. |
No information available |
Data Governance & Policy Management
(2 Yes /2 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. |
No information available | |
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Data Steward Assignment Assigns ownership of specific data domains or fields to designated stewards. |
No information available | |
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Role-Based Access Control (RBAC) Restricts data access based on user roles and responsibilities. |
Role-based access to flows, datasets, and jobs is configurable within Trifacta Wrangler. | |
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Automated Policy Compliance Checks Monitors ongoing adherence to internal and regulatory governance requirements. |
No information available | |
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Data Retention Scheduling Defines automated retention and destruction windows for different types of data. |
No information available | |
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Data Classification Management Supports classification of data based on sensitivity, privacy, and regulatory criteria. |
Users can tag, classify and mark data for sensitivity, making basic classification management possible. | |
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Data Masking Automatically obscures sensitive information in test, reporting, or user-specific contexts. |
No information available | |
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PII & Confidential Data Tracking Identifies and monitors personally identifiable and confidential data for compliance. |
No information available | |
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Approval Workflow Automation Automates governance approvals for policy changes, data requests, and updates. |
No information available | |
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Policy Applicability Audit Logs Maintains logs of which data records or events were governed by which policies at all times. |
No information available |
Reporting & Analytics
(7 Yes /7 Known /9 Possible features)
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Pre-Built Data Quality Reports Includes standard reports on completeness, accuracy, timeliness, and other core metrics. |
Standard data quality profiling and issue summary reports are provided. | |
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Custom Report Builder Empowers users to design bespoke reports and dashboards tailored to fund-specific needs. |
Wrangler includes bespoke/custom reporting capabilities, allowing users to build dashboards and data output flows. | |
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Export to Multiple Formats Enables report exports to CSV, PDF, XLSX, and integration with BI platforms. |
Can export cleaned data and reports to multiple formats, including CSV, Excel, and database connections. | |
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Report Scheduling Automates report generation and delivery on a scheduled basis. |
Allows users to schedule data transformation and output jobs (report scheduling). | |
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KPI Definition & Tracking Allows organizations to create, monitor, and alert on custom KPIs related to data management. |
Users can define and track custom KPIs via transformation rules and reporting dashboards. | |
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Visualization Tools Provides graphical representations (charts, graphs, heat maps) for data quality and governance trends. |
Provides interactive and graphical analysis, such as histograms and trend plots. | |
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Longitudinal Analysis Tracks and displays improvement or degradation of data quality over time. |
Wrangler's data profiling features include longitudinal (over time) data quality tracking. | |
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Automated Insights & Recommendations System-generated suggestions based on detected patterns or anomalies in quality metrics. |
No information available | |
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Trend Analysis Report Frequency Specifies how frequently system can generate trending analytics. |
No information available |
Integration & Interoperability
(5 Yes /5 Known /9 Possible features)
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API Connectivity Supports inbound and outbound data exchange using REST, SOAP, or other standard APIs. |
Wrangler provides API access and supports integration with various storage systems using RESTful APIs. | |
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Connector Library Provides pre-built connectors for popular fund administration, trading, and regulatory systems. |
Provides connectors for major storage systems (e.g., AWS S3, Google Cloud Storage, Azure), common databases, and data warehouses. | |
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File Format Support Accepts and outputs data in multiple formats (CSV, XML, JSON, Excel, etc.). |
Supports reading and writing in multiple formats: CSV, Excel, JSON, Parquet, Avro, etc. | |
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Automated Data Import/Export Supports unattended scheduled or trigger-driven data transfers. |
Scheduling and automation for data import/export is natively included in Trifacta Wrangler. | |
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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. |
No information available | |
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Authentication Protocol Flexibility Supports diverse authentication protocols for secure integration (OAuth, SAML, LDAP). |
No information available | |
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Integration Monitoring Monitors integration health and alerts for failures or slowdowns. |
No information available | |
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Bi-Directional Data Flow Allows both reading from and writing to external sources. |
Enables reading/writing to and from data sources, supporting bidirectional workflows. |
Scalability & Performance
(1 Yes /1 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. |
No information available | |
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Elastic Scaling Dynamically allocates resources based on system load. |
No information available | |
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High Availability Ensures system is available and operational with minimal downtime. |
No information available | |
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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. |
Trifacta Wrangler is available as a cloud-native, scalable SaaS deployment. |
Security & Privacy
(5 Yes /5 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. |
Encrypts data at rest as part of its enterprise-grade cloud security. | |
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Data Encryption In Transit Encrypts all data transmissions between systems, users, and applications. |
Encrypts all data in transit using TLS for all deployments. | |
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Multi-Factor Authentication (MFA) Requires additional authentication step for user access. |
Supports multi-factor authentication and SSO for user logins. | |
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Vulnerability Scanning Regularly scans system for known security vulnerabilities. |
No information available | |
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Intrusion Detection & Monitoring Monitors for unexpected or unauthorized activity in real-time. |
No information available | |
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Granular Access Rights Grants or restricts user access at very fine levels of data and function. |
Supports configuration of fine-grained access to flows, datasets, and functionalities. | |
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Data Breach Notification Automation Automatically alerts stakeholders in case of suspected data breach. |
No information available | |
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GDPR/CCPA Support Provides controls and documentation to facilitate compliance with major privacy laws. |
Wrangler offers data governance and compliance controls, including features helpful for GDPR/CCPA. | |
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Security Audit Logging Meticulously records all security-relevant events and access attempts. |
No information available |
User Experience & Usability
(7 Yes /7 Known /8 Possible features)
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Modern Web UI Presents a responsive, easy-to-navigate web interface. |
Offers a modern, responsive web application. | |
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Role-Based Dashboards Customizes interface and workflows based on user role. |
Dashboards and workflows can be role-specific. | |
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Self-Service Data Quality Tools Allows users to define validations, launch audits, and resolve issues without IT dependency. |
Wrangler's data quality rules and profiling are self-service, allowing business users direct operation. | |
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Contextual Help and Guidance Inline tool-tips, documentation, and training aids. |
Contextual help, tool-tips, and on-demand documentation are built into the UI. | |
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Mobile Accessibility Enables core workflows and monitoring on mobile devices. |
Wrangler supports core operations and data review on mobile browsers. | |
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Workflow Customization Allows drag-and-drop or configurable business workflow design. |
Workflows and data transformation operations are customizable through UI design. | |
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Localization & Language Support Available in multiple languages to serve global teams. |
Supports internationalization and has multi-language documentation. | |
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Accessibility Compliance Meets standards (such as WCAG) for accessibility to all users. |
No information available |
Collaboration & Workflow
(0 Yes /0 Known /8 Possible features)
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Task Assignment & Tracking Assigns data governance or quality tasks to specific users and tracks completion. |
No information available | |
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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. |
No information available | |
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Workflow Automation Automates process steps such as reviews, approvals, and escalation. |
No information 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. |
No information available | |
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Workflow Analytics Reports on efficiency, bottlenecks, and SLA adherence of governance workflows. |
No information available |
Audit & Compliance
(2 Yes /2 Known /9 Possible features)
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Comprehensive Audit Logging Systematically records all user actions, changes, and governance events. |
Actions in Wrangler are logged for audit and traceability, and activity logs are available for review. | |
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Change Log Detail Captures before/after values for all governed data changes. |
No information available | |
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Automated Compliance Reporting Generates standard compliance documents and evidence packs. |
No information available | |
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Regulatory Framework Templates Includes templates mapped to major regulations (e.g., SEC, ESMA, GDPR, AIFMD). |
No information available | |
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Integration with External Audit Tools Enables export and API connectivity to third-party audit or compliance systems. |
Wrangler integrates with third-party audit and compliance systems via API and output connectors. | |
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Configurable Retention of Audit Data Allows custom specification of how long to store audit trails, by data type or jurisdiction. |
No information available | |
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Audit Query Interface Provides advanced querying of all audit records by time, user, or event. |
No information available | |
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Compliance Checklist Automation Runs scheduled or manual checklists to provide compliance evidence. |
No information available | |
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User Certification Workflows Collects necessary user signoffs and certifications on data and controls. |
No information available |
Data Quality Management Tools for Data and Analytics
Software that monitors, improves, and maintains the quality of pension data across systems, ensuring accuracy for benefit calculations, investment decisions, and regulatory reporting.
More Data Quality Management Tools
More Data and Analytics ...
Data Integration & Connectivity
(7 Yes /9 Known /10 Possible features)
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Multi-source Data Ingestion Ability to import data from various formats, systems, and platforms commonly used in pension fund management. |
Trifacta Wrangler supports importing data from various formats and sources including databases, flat files, and cloud storage, as confirmed by documentation. | |
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Real-time Data Synchronization Keeps data in sync across platforms in real time for up-to-date analytics and reporting. |
Not as far as we are aware.* Trifacta Wrangler performs data ingestion and transformation in batch, not true real-time bidirectional sync. | |
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API Integration Support Supports integration with APIs for automated, programmatic data exchange. |
Trifacta Wrangler supports API-based integration to connect to multiple platforms and services. | |
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Batch Processing Capability Handles large data uploads in scheduled or manual batches. |
The tool is designed for batch data processing and large dataset transformation workflows. | |
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Data Mapping Tools Offers visual or programmatic tools for mapping incoming data fields to standardized pension fund formats. |
Wrangler provides schema mapping and field renaming as part of its transformation recipe, which aligns to data mapping tools. | |
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Legacy System Connectivity Ability to connect with and extract data from older, legacy systems typical in pension fund environments. |
Not as far as we are aware.* There is no explicit mention of legacy mainframe/COBOL/old system specialized connectors; focus is on modern cloud/on-prem sources. | |
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ETL Performance Speed of extract, transform, load operations for data ingestion. |
No information available | |
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Error Handling in Integration Automated detection, logging, and notification of integration errors. |
Trifacta Wrangler logs errors and provides feedback during ingestion/transform, supporting error handling. | |
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Data Lineage Tracking Tracks the origin, movement, and transformation of data across systems. |
Data lineage viewing is supported within transformation steps and export logs. | |
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Pre-built Connectors Availability of reusable connectors for financial admin tools, actuarial software, custodians, government agencies, etc. |
Wrangler provides pre-built connectors for major databases, data lakes, files, and cloud storage systems. |
Data Profiling & Assessment
(9 Yes /9 Known /10 Possible features)
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Column Profiling Automatic assessment of value frequency, uniqueness, range, and data types in each data column. |
Trifacta's profiler shows statistics such as value frequencies, data types, and ranges for all columns. | |
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Completeness Analysis Measures presence or absence of data and identifies missing fields or records. |
Profiler functionality automatically identifies missing fields and records. | |
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Statistical Summaries Generates descriptive statistics and distribution analysis for quantitative data fields. |
It generates descriptive stats and histograms for quantitative variables. | |
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Data Relationship Discovery Discovers and visualizes relationships and dependencies between data elements. |
Wrangler can discover and visualize relationships, correlations, and dependencies within data. | |
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Automated Anomaly Detection Flags data outliers and unexpected values automatically. |
Automatically flags outliers and anomalies in data columns using built-in profiling. | |
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Profile Processing Speed Rate at which profiles can be completed on pension datasets. |
No information available | |
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Threshold Alert Customization Ability to set custom alert thresholds for data quality metrics. |
The platform allows setting of custom thresholds and alerting for data quality metrics. | |
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Historical Data Profiling Supports profiling of time-series or historical data for trend analysis. |
Supports profiling and transformation of historical/time-series data. | |
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Drill-down Reports Provides detailed drill-down capabilities for exploring data quality issues. |
Profiler and UI allow drill-down into individual columns and rows to investigate issues. | |
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Profiling Automation Scheduling Enables automatic scheduling of profiling jobs. |
Supports scheduling of data profiling and transformation jobs. |
Data Cleansing & Correction
(10 Yes /10 Known /10 Possible features)
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Automated Data Correction Automatically repairs identified inconsistencies and errors based on predefined rules. |
Supports automated correction of errors such as datatype conversion, string standardization, duplicate removal. | |
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Duplicate Detection and Removal Detects and merges/removes duplicate records, such as participant or beneficiary entries. |
Has built-in duplicate detection and easy recipe steps for de-duplication. | |
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Standardization Tools Standardizes data values (formats, naming conventions, date formats, etc.) automatically. |
Offers tools for standardizing date formats, capitalization, basic field normalization. | |
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Missing Value Imputation Automatically fills missing values based on configurable logic or data models. |
Provides functions for missing value filling using logic or calculations. | |
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Bulk Cleansing Operations Processes data cleansing tasks on large batches of records efficiently. |
Allows bulk cleansing operations through transform recipes applied to large data sets. | |
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Validation Rule Library Comes with pre-built and customizable validation rule sets relevant to pensions. |
Comes with many built-in validation and cleansing rules, and users can add custom ones. | |
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User-driven Corrections Interface for users or data stewards to review and manually correct flagged data. |
Users can review profiling results and manually edit flagged field values. | |
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Correction Logging & Audit Trail Tracks all corrections made, by whom, and when, for compliance. |
Comprehensive logging of all transformation/correction steps; exportable for audit trail. | |
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Undo/Redo for Cleansing Actions Supports stepwise undo/redo to minimize risk of accidental data loss. |
Stepwise undo and redo functions are a core part of recipe-driven UI. | |
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Internationalization Support Handles data cleansing across different languages, character sets, and local formats. |
Provides support for multiple languages/character sets in transformation, designed for international datasets. |
Data Validation & Quality Rules
(8 Yes /8 Known /10 Possible features)
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Custom Rule Definition Enables creation of complex, business-specific data validation rules. |
Users can define custom validation and transformation rules. | |
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Pre-built Validation Rules Out-of-the-box validation logic for common pension data requirements (e.g., valid contribution dates, age calculations). |
Contains out-of-the-box validation rules for common quality issues. | |
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Conditional Validation Supports rule application based on predefined conditions or data characteristics. |
Conditional rules can be defined based on data values or column characteristics. | |
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Rule Versioning Tracks historical changes and versions of data validation rules. |
No information available | |
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Batch Rule Application Applies validation rules to large datasets in batches. |
Can apply rules to datasets in bulk via processing recipes. | |
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Rule Failure Alerts Provides notifications for rule failures or exceptions as data is ingested or processed. |
Alerts on failures of transformation or validation steps; visible in logs and notifications. | |
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Rule Performance Throughput at which validation rules process records. |
No information available | |
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Reusable Rule Templates Ability to templatize common rule types for rapid deployment. |
Workflow supports rule templates and duplication, allowing rapid deployment of validation steps. | |
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Cross-field Validation Checks for logical consistency between multiple fields (e.g., total contribution = sum of annual contributions). |
Supports multi-field validation; allows calculations and checks across fields. | |
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Data Quality Scoring Assigns scores based on rule compliance to measure overall data quality. |
Assigns data quality scores based on profiling and validation results. |
Monitoring & Reporting
(7 Yes /7 Known /10 Possible features)
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Custom Dashboard Creation Create and customize dashboards for tracking specific pension data quality KPIs. |
Dashboard and summary creation is a function of the enterprise product; Wrangler has customizable views. | |
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Automated Alerting Real-time alerts for breaches of data quality thresholds. |
Can send notifications on rule or profiling failures and issues. | |
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Trend Reporting Visualizes data quality metrics over time to spot emerging risks and improvements. |
Trend and history analysis of data profiling metrics provided by the system. | |
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Compliance Reports Generates reports for regulatory and internal compliance specific to pension fund rules. |
No information available | |
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Custom Report Builder Flexible tools for creating ad hoc and scheduled reports. |
Supports ad hoc and scheduled report creation on profiling and cleansing. | |
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Data Quality Scorecard Summarizes data quality health across multiple domains or sources. |
Dashboard/scorecard summarizing data quality is part of the profiler UI. | |
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Mobile Reporting Access Enables secure viewing of dashboards and reports on mobile devices. |
No information available | |
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Automated Report Distribution Schedules and distributes data quality reports to stakeholders. |
System can schedule and send periodic profiling/quality reports. | |
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Drill-down Analytics Interactive analysis enabling users to explore detailed data quality issues. |
Allows drill-down analytics via UI for in-depth view of data issues. | |
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Report Generation Speed Speed at which reports are generated from pension datasets. |
No information available |
Security & Data Privacy
(10 Yes /10 Known /10 Possible features)
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Role-based Access Control Restricts data visibility and editing based on user roles and responsibilities. |
Supports user roles and permission-based control for dataset/project access. | |
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Data Encryption (In Transit & At Rest) Encrypts sensitive data during transmission and storage. |
All data is encrypted at rest and in transit according to documentation. | |
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Audit Logging Tracks all data access, changes, and system events for accountability. |
All changes and access are logged for audit purposes. | |
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GDPR/DP Law Support Features to help maintain compliance with regional and global data privacy laws, e.g., GDPR. |
Trifacta publishes GDPR compliance statements and guidance. | |
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Data Masking Masks or obfuscates sensitive information for non-production environments or reporting. |
Provides data masking and preview features for non-production/workflows. | |
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User Authentication Methods Supports SSO, MFA, and other authentication mechanisms for enhanced security. |
Supports SSO and MFA integration (Okta, SAML, etc.) for secure authentication. | |
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Data Retention Policies Allows configuration of automatic data purging or archiving in line with compliance requirements. |
Enables data retention policy configuration for projects and datasets. | |
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Permission Audit Reporting Generates reports showing who has accessed or modified pension data. |
Permission change logs and access reports can be generated. | |
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Configurable Security Settings Customizable security and access settings per environment or department. |
Configurable project security; supports environment/organization-specific settings. | |
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Security Breach Alerting Notifies designated staff of unusual access or security events. |
Notifies on unusual security/access activity. |
Data Stewardship & Collaboration
(5 Yes /5 Known /10 Possible features)
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Issue Tracking Workflow Built-in workflow for raising, assigning, and resolving data quality issues. |
No information available | |
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Task Assignment & Notification Assigns data stewardship tasks and notifies responsible parties. |
Provides notifications and task assignments for data cleansing/project activities. | |
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Commenting & Annotation Tools Allows users to comment, annotate, and discuss data issues within the platform. |
No information available | |
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Audit Trail of Stewardship Actions Logs all actions taken on flagged data and their outcomes. |
All stewardship/edits are logged for traceability. | |
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Escalation Management Automates or documents escalation of unresolved data quality problems to higher authority. |
No information available | |
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Collaboration Analytics Reports on stewardship activity, open issues, team response times, etc. |
No information available | |
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Role-specific Interfaces Customizable views/interfaces for data stewards, custodians, actuaries, and other pension staff. |
Enables design of project interfaces and dashboards for different user roles. | |
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Workflow Customization Enables organizations to tailor stewardship workflows to their processes. |
Many automation and workflow customization options for cleansing and transformation procedures. | |
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Bulk Issue Resolution Tools Support for resolving multiple quality issues simultaneously. |
No information available | |
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Collaboration Platform Integration Connects to email, Teams, Slack, or other enterprise collaboration tools. |
Can send notifications via email and integration to other tools using API/webhooks. |
Master Data Management
(7 Yes /7 Known /10 Possible features)
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Golden Record Creation Combines, reconciles, and manages a single source of truth for each key entity. |
No information available | |
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Entity Matching & Merging Recognizes and merges duplicate participant, plan, or employer records. |
Supports merging and deduplication of entity records based on configurable rules. | |
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Hierarchical Relationship Management Supports management of parent/child or related entity hierarchies (e.g., main plan and sub-plans). |
No information available | |
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Survivorship Rules Defines which data source prevails when conflicts arise. |
Transformation steps can be prioritized to resolve source data conflicts. | |
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Entity Change History Tracks all changes made to master data records. |
Tracks history of edits for each record and recipe. | |
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Master Data Synchronization Speed Performance of real-time synchronization between master and downstream systems. |
No information available | |
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Data Steward Approval Process Enables stewardship review/approval of significant master data changes. |
Supports data stewardship approvals on key recipe changes and datasets. | |
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Integration with Downstream Systems Ensures updates to master data propagate to pension admin, actuarial, and reporting tools. |
Syncs data with downstream systems and storage after transformation. | |
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Master Data Quality Scoring Calculates and reports quality scores for critical master data objects. |
Provides quality metrics and scoring on master data objects post-cleansing. | |
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Reference Data Management Manages codes, reference tables, and lookup values relating to pension administration. |
Supports management of reference tables and lookup code lists within projects. |
Data Governance & Compliance
(6 Yes /6 Known /10 Possible features)
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Policy Management Documents, updates, and enforces data quality and governance policies. |
No information available | |
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Workflow Automation for Approvals Automates multi-step approvals that align with governance or regulatory needs. |
Workflow engine can automate multi-step approvals for cleansing jobs. | |
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Data Quality Metrics for Compliance Tracks, measures, and evidences compliance with regulatory data quality standards. |
No information available | |
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Regulatory Reporting Automation Generates and files data quality reports and regulatory deliverables automatically. |
No information available | |
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Documentation Repository Central repository for storing policies, procedures, and evidential artifacts. |
Project-based repository for scripts, documentation, and recipes. | |
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Attestation Management Assigns and records periodic attestations of data accuracy and integrity. |
No information available | |
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Change Management Logs Comprehensive audit trails for all data and configuration changes. |
All configuration, recipe, and data changes are logged. | |
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Delegated Authority Controls Configures users/roles authorized to approve changes or sign off compliance artifacts. |
Role and authority management included for approvals in projects. | |
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Regulatory Update Tracking Notifies users and updates policies and controls with evolving regulations. |
Trifacta maintains regulatory update feeds and allows update notifications for compliance-related configurations. | |
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Compliance Dashboard Visualizes policy adherence and outstanding compliance tasks. |
Compliance dashboard available in enterprise version; Wrangler enables policy adherence monitoring through profiling. |
Scalability & Performance
(8 Yes /8 Known /10 Possible features)
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Concurrent User Support Maximum number of users who can interact with the system simultaneously. |
No information available | |
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Data Volume Handling Maximum dataset size that can be processed efficiently. |
undefined Handles large datasets, in the tens or hundreds of millions of rows, depending on deployment. |
|
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Latency for Key Operations Response time for common operations such as lookups or quality checks. |
No information available | |
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Horizontal Scalability Ability to scale out by adding more servers or cloud resources. |
Cloud & enterprise versions are designed for horizontal scale-out by adding resources. | |
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Cloud and On-premise Deployment Options Supports deployment on both cloud and on-premise infrastructure. |
Can be run on-premise or in cloud (AWS, Azure, GCP), as per product documentation. | |
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Disaster Recovery/Failover Capability Automated failover and recovery in the event of hardware or software failure. |
Provides automated job failover and error recovery on supported infrastructure. | |
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Load Balancing Distributes system load across resources for optimal performance. |
Supports load balancing for distributed processing. | |
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Performance Monitoring Tools Monitors and reports on system resource utilization and performance. |
Performance monitoring dashboards and logs are accessible in the management UI. | |
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Maintenance Window Customization Configurable windows for performing upgrades or maintenance tasks. |
Maintenance windows and downtime scheduling are configurable. | |
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Auto-Scaling Automatically adjusts resources to meet changing system load. |
Cloud deployments adjust resources automatically to current load. |
Usability & Support
(10 Yes /10 Known /10 Possible features)
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Intuitive User Interface Designed for easy navigation and operation by pension staff with minimal training. |
Wrangler's UI is designed for ease of use with interactive drag-and-drop and guided recipes. | |
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Role-based Dashboards Custom dashboards tailored to user roles (e.g., admin, actuary, steward, auditor). |
Dashboards and workplace views are customizable by user type. | |
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Comprehensive Documentation Up-to-date manuals, onboarding guides, and FAQs are available. |
Extensive online docs, onboarding materials, and an in-app help center. | |
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In-context Help & Tooltips Help features embedded directly within the product UI. |
Tooltips and embedded help are present throughout the interface. | |
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Vendor Support Availability Support desk or helpdesk availability (e.g., 24/7, business hours). |
Vendor support is offered during business hours and 24/7 for enterprise plans. | |
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Training Resources Access to webinars, e-learning, or in-person sessions for onboarding and skills growth. |
Multiple modes of training including videos, webinars, and certifications are offered. | |
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Onboarding & Implementation Services Vendor assistance with setup, integration, and first-time configuration. |
Professional onboarding and implementation services are available from the vendor. | |
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User Community Forums Interactive user forums or communities for peer-to-peer learning and support. |
User community forums and knowledge base supported by Trifacta. | |
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Accessibility Compliance Meets accessibility standards (WCAG, ADA) for inclusivity. |
UI design adheres to accessibility guidelines; vendor states focus on accessibility standards. | |
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Release/Upgrade Management Simple process for upgrades and release management, with minimal downtime. |
Release management and upgrades are managed via automated processes, minimizing downtime. |
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