LUSID configuration resource reference

The LUSID platform is driven by a core set of configuration resources that you can create, manage, version-control and deploy from Admin Portal.

Compliance

Resource name	Resource type	More information	Most relevant API or provider
Compliance Rule	`ComplianceRuleResource`	Setting up pre-trade and post-trade compliance	UpsertComplianceRule
Compliance Template	`ComplianceTemplateResource`	Setting up pre-trade and post-trade compliance	CreateComplianceTemplate
Reference List	`ReferenceListResource`	Storing lists of entities to use in compliance rules	UpsertReferenceList

Configuration Store

Config Set and System Config Set	`SetResource`	Storing secrets and parameters in the Config Store	CreateConfigurationSet
	`ItemResource`	Storing secrets and parameters in the Config Store	AddConfigurationToSet
	`SystemConfigSetResource`	Overriding LUSID system settings in the Config Store	UpdateConfigurationItem

Cut label definitions

Cut Label

CutLabelResource

Representing times and timezones using cut labels

CreateCutLabelDefinition

Data model

Custom Data Model	`CustomDataModelResource`	Regulating user input using custom data models	CreateCustomDataModel
Custom Entity Type (and nested custom Entity)	`EntityTypeResource`	Extending LUSID's data model using custom entities	CreateCustomEntityType
Custom Entity Type (and nested custom Entity)	`EntityResource`	Extending LUSID's data model using custom entities	UpsertCustomEntity
Data Type	`DataTypeResource`	Extending LUSID's built-in data types	CreateDataType
Identifier Definition	`IdentifierDefinitionResource`	Creating user-defined property identifiers for certain entities	CreateIdentifierDefinition
Property Definition	`DefinitionResource`	Extending LUSID's entity data model using properties	CreatePropertyDefinition
Relational Dataset Definition	`RelationalDatasetDefinitionResource`	Storing tabular data related to certain entities	CreateRelationalDatasetDefinition
Relationship Definition	`RelationshipDefinitionResource`	Creating relationships	CreateRelationshipDefinition
Staging Rule Set	`StagingRuleSetResource`	Staging data changes for approval	CreateStagingRuleSet

Drive

Folder (and nested File)	`FolderResource`	Storing files securely in Drive	CreateFolder
	`FileResource`		CreateFile

Entities

Legal Entity	`LegalEntityResource`	Representing institutions in LUSID	UpsertLegalEntity
Person	`PersonResource`	Representing people in LUSID	UpsertPerson

Fund accounting

Chart of Accounts (and nested Account, Cleardown Module, General Ledger Profile and Posting Module)	`ChartOfAccountsResource`	Setting up a fund	CreateChartOfAccounts
	`AccountResource`		AccountResource
	`PostingModuleResource`		CreatePostingModule
	`CleardownModuleResource`		CreateCleardownModule
	`GeneralLedgerResource`		CreateGeneralLedgerProfile
Fee Type	`FeeTypeResource`		CreateFeeType
Pricing Template	`FundConfigurationResource`		CreateFundConfiguration

Identity and Access

Access Role	`RoleResource`	Creating a role in the Access Service	CreateRole
Application	`ApplicationResource`	Obtaining OAuth2 API access tokens	CreateApplication
Identity Role	`IdentityRoleResource`	Creating a role in the Identity Service	CreateRole
Policy	`PolicyResource`	Granting or denying access to features and datasets using policies	CreatePolicy
Policy Collection	`PolicyCollectionResource`		CreatePolicyCollection
Policy Template	`PolicyTemplateResource`		CreatePolicyTemplate
User	`UserResource`	Creating personal and service user accounts	CreateUser

Integrations

Integration Instance	`IntegrationInstanceResource`	Running an integration to import vendor data into LUSID	CreateInstance
	`OnlinePropsResource`
Versioned Configuration	`VersionedConfigurationResource`		TBD

Luminesce

Custom Entity Provider	`CustomEntityInlineResource`	Creating custom entity read/write providers	`Sys.Admin.Lusid.Provider.Configure`
Provider Inline Properties	`InlinePropertiesResource`	Extending Luminesce providers with properties	`Sys.Admin.Lusid.Provider.Configure`
View	`ViewResource`	Reducing complexity for users using custom views	`Sys.Admin.SetupView`

Notifications

Subscription (and nested Notification)	`SubscriptionResource`	Notifying when LUSID system events occur	CreateSubscription
	`NotificationResource`		CreateNotification

Portfolio construction

Corporate Action Source	`CorporateActionSourceResource`	Loading corporate action events	CreateCorporateActionSource
Derived Transaction Portfolio	`DerivedTransactionPortfolioResource`	Understanding derived transaction portfolios	CreateDerivedPortfolio
Portfolio	`PortfolioResource`	Understanding transaction portfolios	CreatePortfolio
Portfolio Group	`PortfolioGroupResource`	Understanding portfolio groups	CreatePortfolioGroup
Reference Portfolio	`ReferencePortfolioResource`	Understanding reference portfolios	CreateReferencePortfolio
Side	`SideResource`	Creating custom sides for transaction types	SetSideDefinition
Transaction Template	`TransactionTemplateResource`	Extending LUSID’s built-in instrument event templates	CreateTransactionTemplate
Transaction Type	`TransactionTypeResource`	Creating custom transaction types to impact holdings	SetTransactionType

Reconciliation

Comparison Ruleset

ComparisonRulesetResource

Understanding reconciliations

TBD

Reconciliation

ReconciliationResource

TBD

Scheduling

Job	`JobResource`	Automating Docker image jobs in Scheduler	CreateJob
Docker mage	`ImageResource`		Upload image
Schedule	`ScheduleResource`		CreateSchedule

Sequence

Sequence

SequenceResource

Generating unique numeric IDs for LUSID entities

CreateSequence

Valuation

Recipe

RecipeResource

Governing valuation, reconciliation and other operations using recipes

UpsertConfigurationRecipe

Workflows

Event Handler	`EventHandlerResource`	Building operational controls using the Workflow Service	CreateEventHandler
Task Definition	`TaskDefinitionResource`		CreateTaskDefinition
Worker	`WorkerResource`		CreateWorker
Workflow	`WorkflowResource`		CreateWorkflow

Workspaces

Workspace (and nested Workspace Item)	`WorkspaceResource`	Customising dashboards in the LUSID web app	CreateWorkspace
	`WorkspaceItemResource`		CreateItem