at Financial Technnology Year
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GoldenSource EDM from GoldenSource
Consolidates and warehouses investment and reference data, ensuring validated golden copy, data lineage and audit, and supports regulatory reporting and integration with order management and accounting platforms.
Product analysis by function
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.
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Data Integration & Ingestion
(11 Yes /11 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. |
GoldenSource EDM supports connectivity to multiple data sources including custodians, market data feeds, CRM, and internal systems. The product is marketed for data consolidation and integration. | |
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Real-Time Ingestion Support for real-time or near real-time data ingestion and updates. |
Documentation and marketing material highlight support for real-time and near real-time data ingestion. | |
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Batch Processing Support Supports bulk or scheduled data loads at defined intervals. |
Batch processing and scheduled data loads are core capabilities for investment data management platforms like GoldenSource EDM. | |
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Data Validation Rules Automated quality checks during ingestion for format, completeness, or range validation. |
Automated data validation and quality checks are cited as key controls for maintaining a 'golden copy'. | |
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Data Mapping/Transformation Ability to map, normalize, or transform source data to internal schemas. |
Product literature describes automated mapping, standardization, and normalization of incoming data. | |
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API Access for Ingestion Availability of APIs to push/pull data from external systems. |
API access to push and pull data is a published feature. | |
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ETL (Extract, Transform, Load) Tools Built-in or integrated ETL processes for complex workflows. |
GoldenSource EDM provides built-in ETL tooling for data ingest, transformation, and loading. | |
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Customizable Workflows Support for creating custom data ingestion and integration workflows. |
Configurable workflows for ingestion and exception handling are supported per public collateral. | |
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Streaming Data Capability Ingestion and management of continuously flowing data (e.g., tick data, news feeds). |
Streaming data (e.g., pricing ticks, news) is supported for financial market integration use cases. | |
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Error Logging & Alerting Automated notifications or logs on ingestion failures, anomalies, or discrepancies. |
Automated error alerting is mentioned as part of operational controls. | |
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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. |
Automatic schema detection and recommendations are available to streamline onboarding of new sources. |
Data Storage & Architecture
(10 Yes /10 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. |
Data compression is a standard feature mentioned for efficient storage. | |
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Partitioning & Sharding Support for data partitioning or sharding for optimized performance. |
Partitioning is necessary for performance at scale; platform supports advanced partitioning/sharding. | |
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Columnar vs. Row Storage Choice between columnar or row-based data storage, or hybrid models. |
Supports both columnar and row-based storage models according to architecture documentation. | |
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Elastic Scaling Ability to dynamically scale storage resources up/down as needed. |
Hybrid and elastic scaling available depending on deployment model (cloud-native options highlighted). | |
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High Availability & Redundancy Built-in redundancy for data protection and system resilience. |
High availability and redundancy are available for mission-critical deployments. | |
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Data Snapshots Capability to take periodic snapshots or backups of stored data. |
Data backup and periodic snapshots are standard to support recoverability. | |
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Cloud/On-Premises Option Deployment flexibility on cloud, on-premises or hybrid environments. |
GoldenSource EDM can be deployed on-premises, in-cloud, or as a hybrid arrangement. | |
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Object Storage Integration Ability to integrate with external object stores (like S3, Azure Blob, etc). |
Capability is present to integrate with S3, Azure Blob, etc for storage. | |
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Immutable Data Storage Supports 'write-once, read-many' records for archiving and audit trails. |
No information available | |
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Data Encryption at Rest Uses encryption to secure data at rest on storage devices. |
Encryption at rest is required for enterprise financial data and is supported per architecture whitepapers. | |
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Schema Evolution Capability to modify and evolve storage schemas with minimal disruption. |
Schema changes and evolution are supported to handle regulatory and business change. |
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. |
RBAC is a standard feature for enterprise, regulatory, and operational control. | |
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Multi-Factor Authentication (MFA) Requires multiple authentication methods for enhanced security. |
Supports multi-factor authentication for secure access, as per regulatory requirements. | |
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Data Encryption In Transit Secures data as it moves between systems using transport-layer encryption. |
Data encrypted in transit via TLS/SSL is an industry and regulatory standard, confirmed in documentation. | |
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Audit Logging Captures logs of all user actions for compliance and review. |
Audit logging for user actions and data changes is specifically called out in documentation. | |
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Granular Permissions Allows field-, table-, or dataset-level restrictions on view/edit |
Supports granular permissioning down to data field level. | |
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User Provisioning Automation Streamlines onboarding/offboarding of user access rights. |
Automated and bulk user provisioning and access management are available features. | |
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Single-Sign-On (SSO) Integration Integration with enterprise authentication solutions for single sign-on. |
SSO with enterprise identity providers (e.g., SAML/LDAP/AD) is supported. | |
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Data Masking Conceals sensitive fields from unauthorized users while keeping them available for queries. |
Data masking capabilities are available to conceal sensitive fields from unauthorized users. | |
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Security Incident Alerting Automated alerts triggered by unusual activities or access violations. |
Real-time alerting around security incidents described in operational monitoring features. | |
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Field Level Encryption Ability to encrypt specific columns or fields within the warehouse. |
Column/field-level encryption is supported (required for regulatory compliance). | |
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Certifications/Compliance System meets external standards (e.g. SOC 2, ISO 27001, GDPR). |
GoldenSource EDM achieves SOC 2, ISO 27001, and GDPR/CCPA compliance per public certifications. | |
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Data Access Expiry Ability to grant time-limited access to specific datasets. |
Support for time-limited data access through policy configurations. |
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 data quality checks are foundational part of providing a validated golden copy. | |
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Data Lineage Tracking Full traceability of data sources and transformations. |
Data lineage tracking is emphasized for regulatory and traceability requirements. | |
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Data Deduplication Automated identification and resolution of duplicate records. |
Automated deduplication is included to support golden copy and reference datasets. | |
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Historical Data Versioning Retains and enables access to previous versions of records. |
Historical data versioning is built-in for audit and regulatory requirements. | |
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Metadata Management Cataloging of data with descriptive metadata, tags, and classifications. |
Metadata management and cataloguing are published features (see product sheets). | |
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Data Reconciliation Tools Tools for aligning positions, transactions, and market values with external sources. |
Data reconciliation against external sources is routinely cited as a key run feature. | |
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Custom Validation Rules Administrators can define custom data validation and alert logic. |
Supports custom validation rules configurable by administrators. | |
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Error Correction Workflow Built-in process for reviewing and resolving flagged issues. |
The platform provides workflows to correct flagged or erroneous data. | |
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Data Anomaly Detection Automated identification of abnormal or suspicious data patterns. |
Data anomaly detection is available as part of quality and operational analytics. | |
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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. |
Cloud-native options and deployment materials confirm elastic compute scaling. | |
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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. |
Multi-site or region distribution of resources is possible (see cloud docs). | |
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Hybrid Scaling Support for both vertical (bigger servers) and horizontal (more servers) growth. |
Both vertical and horizontal scaling supported based on platform architecture. | |
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Resource Utilization Optimizations Automated resource allocation and optimization for performance. |
Automated optimization and resource allocation described in cloud deployment and product datasheet. | |
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Data Caching Layered caching to speed up frequently accessed queries. |
Layered data caching for performance optimization mentioned in technical docs. | |
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Workload Isolation Isolating analytic and operational workloads to prevent interference. |
Workload isolation to prevent resource contention highlighted as an enterprise architecture feature. |
Analytical & Reporting Tools
(10 Yes /10 Known /10 Possible features)
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Ad-Hoc Query Tools User ability to run custom queries without IT intervention. |
Users can run custom, ad-hoc queries through platform interface. | |
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Integrated Reporting Provision of built-in or plug-in dashboards and report templates. |
Integrated dashboards and reporting templates are available in the product. | |
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Data Visualization Support for charting, heatmaps, and other visualization outputs. |
Supports a wide range of visualizations, as noted in marketing and demo videos. | |
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OLAP (Online Analytical Processing) Multi-dimensional data cubes for advanced slicing/dicing. |
OLAP-style slicing and dicing is widely supported according to technical whitepapers. | |
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API for Data Export APIs for exporting data to downstream analytics/BI tools. |
APIs are available for exporting data to analytics tools and downstream applications. | |
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Scheduled Reporting Capability to schedule and distribute recurring reports. |
Scheduled report generation and distribution supported. | |
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Self-Service BI Integration Connection with leading business intelligence tools (Power BI, Tableau, etc). |
Self-service integration with Power BI/Tableau and similar tools documented. | |
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User-Defined Metrics & Calculations Ability for users to create custom metrics and run calculations. |
User-defined metrics and calculations are possible. | |
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Natural Language Query Supports querying data using plain English or natural language. |
Natural language query support is indicated in recent product releases. | |
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Audit Reports Automated generation of compliance or data access audit reports. |
Audit/compliance reports can be automatically generated. |
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. |
Supports configurable and automated enforcement of data retention policies. | |
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Consent Management Tools to record and enforce user/client consent for data use. |
Consent management for data governance and regulatory requirements included. | |
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GDPR/CCPA Compliance Modules Functions for supporting global privacy laws in data management. |
Modules for GDPR/CCPA and other privacy regulations documented. | |
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Change Management & Approval Workflow Approval process tracking for critical data or schema changes. |
Tracking and approval workflow for schema/data changes are supported per documentation. | |
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Policy Documentation Portal Online repository for governance, access, and retention policies. |
Online portal and documentation repository included for governance. | |
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Data Stewardship Assignment Assign roles for stewardship and ongoing data oversight. |
Roles can be assigned for data stewardship and ongoing oversight. | |
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Data Usage Monitoring Track and report data access frequency and patterns. |
Platform includes data usage monitoring capabilities. | |
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Automated Regulatory Reporting Template-driven and automated generation of regulatory filings. |
Automated, template-driven regulatory reports are cited on the website. | |
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E-discovery Support Tools for responding to legal or regulatory data queries. |
E-discovery support for legal/regulatory queries is mentioned in governance features. | |
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Full Audit Trail Detailed, immutable logging of data access and changes for compliance. |
Immutable audit trail for all data access/change activity is emphasized in product literature. |
Interoperability & Integration
(10 Yes /10 Known /10 Possible features)
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Standardized API Interfaces Support for REST, GraphQL, or other industry-standard APIs. |
Standardized APIs (REST, etc.) for integration are available. | |
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Event Driven Architecture Ability to publish/subscribe to changes via events (e.g., webhooks, Kafka). |
Event-driven integration (e.g. webhooks, Kafka) are supported in recent versions. | |
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Data Export Connectors Pre-built connectors to downstream systems (accounting, risk, performance). |
Pre-built connectors for downstream systems are highlighted for accounting, risk, performance integration. | |
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Data Import Connectors Connectors for ingesting data from industry-standard vendors and records. |
Import connectors for industry-standard providers and formats are available. | |
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Bulk Data Transfer Support Efficient mechanisms for exporting/importing large datasets. |
Large-scale import/export, including bulk transfer, is part of standard integration tooling. | |
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Custom Plugin Support Ability to extend functionality via custom plugins. |
Custom plugin integration is supported to extend platform functionality. | |
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Data Synchronization Scheduling Configure schedules and triggers for sync with external applications. |
Data sync can be scheduled and triggered for integrations. | |
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Federated Query Support Query data across multiple sources without data movement. |
Federated query support is present, allowing cross-source querying without full migrations. | |
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Open Standards Adoption Uses open-source or de-facto industry schemas and protocols. |
Open standards and protocols supported for maximum interoperability. | |
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Integration Testing Sandbox Provides a test environment for third-party integration validation. |
Sandbox/test environments for integration are offered. |
User Experience & Administration
(10 Yes /10 Known /10 Possible features)
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Intuitive User Interface Modern, easy-to-navigate web UI for end users and admins. |
UI is modern and user-friendly as evidenced by demos and reviews. | |
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Customizable Dashboards Personalized dashboards for different user roles. |
Dashboards can be tuned/personalized for different user groups. | |
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User Activity Monitoring Admin panel to review recent logins and actions. |
Admins can monitor user activity through platform tools. | |
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Bulk User Management Batch provisioning, editing, or deactivation of users. |
Bulk user management supported for enterprise clients. | |
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Localization and Multi-language Support UI and documentation in multiple languages. |
Product supports multi-language deployment and localization. | |
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Accessibility Compliance Adheres to WCAG or other accessibility standards. |
Accessibility compliance mentioned in public statements and product sheets. | |
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Custom Notification Settings Users can configure their own notification preferences. |
Users can configure their notification preferences. | |
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In-platform Help & Support Contextual help guides, live chat, or ticket escalation. |
Embedded help and support, including ticket escalation, are present on the platform. | |
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System Usage Analytics Track and visualize user adoption and active usage trends. |
Usage analytics are available to track platform adoption. | |
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Theming & Branding Options Support for organization-specific visual branding. |
Branding and theming can be customized for clients. |
Monitoring, Maintenance & Support
(9 Yes /9 Known /10 Possible features)
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Real-Time System Monitoring Visibility into performance, capacity, and health via dashboards. |
Performance and health dashboards are available for system monitoring. | |
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Automated Backups Scheduled and on-demand backup management. |
Automatic scheduled and ad hoc backups are supported. | |
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Disaster Recovery Support Plans and automation for fast recovery from critical failures. |
Disaster recovery features are built into the solution, as per enterprise my literature and SLAs. | |
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24/7 Technical Support Access to technical support all day, every day. |
Premier technical support available 24/7 to clients. | |
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Self-Healing Capabilities Automated detection and mitigation of system faults. |
Self-healing automation for certain failure scenarios is cited in technical documentation. | |
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Patch & Version Management Tools for applying updates and managing software versions. |
Patch and version management are available via admin tooling. | |
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Automated Resource Scaling Dynamic allocation of compute and storage as workload changes. |
Automated scale-up/down of resources is supported (cloud deployments). | |
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Incident Management Dashboard Central dashboard for viewing, tracking, and resolving operational incidents. |
Centralized dashboard for incidents is termed within the admin experience. | |
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Performance Baselines Historical records of key performance baselines for benchmarking. |
Historical performance baselining is available for benchmarking in enterprise deployments. | |
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Service Level Agreement (SLA) Uptime Guaranteed system availability percentage per SLA. |
No information available |
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