Understanding LUSID configuration resources

Updated on May 21, 2026
Published on May 21, 2026

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

Compliance

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

Configuration Store

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

Cut label definitions

CutLabelResource

Representing times and timezones using cut labels

CreateCutLabelDefinition

Data model

`DataTypeResource`	Extending LUSID's built-in data types	CreateDataType
`DefinitionResource`	Extending LUSID's entity data model using properties	CreatePropertyDefinition
`IdentifierDefinitionResource`	Creating user-defined property identifiers for certain entities	CreateIdentifierDefinition
`CustomDataModelResource`	Regulating user input using custom data models	CreateCustomDataModel
`EntityTypeResource`	Extending LUSID's data model using custom entities	CreateCustomEntityType
`RelationalDatasetDefinitionResource`	Storing tabular data related to certain entities	CreateRelationalDatasetDefinition

Drive

`FolderResource`	Storing files securely in Drive	CreateFolder
`FileResource`	Storing files securely in Drive	CreateFile

Fund accounting

`ChartOfAccountsResource`	Setting up a fund	CreateChartOfAccounts
`AccountResource`		AccountResource
`PostingModuleResource`		CreatePostingModule
`CleardownModuleResource`		CreateCleardownModule
`GeneralLedgerResource`		CreateGeneralLedgerProfile
`FundConfigurationResource`		CreateFundConfiguration

Identity and Access

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

Integrations

`IntegrationInstanceResource`	Running an integration to import vendor data into LUSID	CreateInstance
`OnlinePropsResource`

Luminesce

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

Notifications

`SubscriptionResource`	Notifying when LUSID system events occur	CreateSubscription
`NotificationResource`	Notifying when LUSID system events occur	CreateNotification

Portfolio construction

`CorporateActionSourceResource`	Loading corporate action events	CreateCorporateActionSource
`TransactionTypeResource`	Creating custom transaction types to impact holdings	SetTransactionType
`SideResource`	Creating custom sides for transaction types	SetSideDefinition
`TransactionTemplateResource`	Extending LUSID’s built-in instrument event templates	CreateTransactionTemplate

Scheduling

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

Sequence

SequenceResource

Generating unique numeric IDs for LUSID entities

Valuation

RecipeResource

Governing valuation, reconciliation and other operations using recipes

UpsertConfigurationRecipe

Workflows

`TaskDefinitionResource`	Building operational controls using the Workflow Service	CreateTaskDefinition
`WorkerResource`		CreateWorker
`EventHandlerResource`		CreateEventHandler
`WorkflowResource`		CreateWorkflow

Workspaces

`WorkspaceResource`	Customising dashboards in the LUSID web app	CreateWorkspace
`WorkspaceItemResource`	Customising dashboards in the LUSID web app	CreateItem

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