Custom datasets

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You can store large volumes of tabular data in a custom dataset (equivalent to a relational database table) and relate each record to one or more entities.

You can then query entities for related records, and join multiple datasets for use in a variety of applications throughout LUSID.

Note: The following entity types currently support association with datasets: Portfolio, Instrument, Transaction, LegalEntity, Person, InvestorRecord, InvestmentAccount, Holding, SettlementInstruction. Other entity types coming soon.

Anatomy of a dataset.