Knowledge Base - Home · Customer Self-Service

The Knowledge Base contains numerous support references, created by our support professionals who have resolved issues for our customers. It is constantly updated, expanded, and refined to ensure that you have access to the very latest information.

Getting started LUSID's extensible data model Bitemporality Loading data into LUSID Retrieving data from LUSID Instruments: The LUSID Security Master Portfolios: Stores of economic activity in particular instruments Transactions Corporate actions Holdings: Calculating positions on demand Valuation: Using quotes, complex market data and recipes in LUSID Reconciliation Properties: Extending the LUSID data model People, legal entities, custom entities and relationships Order management Developers Security IAM: Identity management and access control for LUSID Luminesce: Data virtualisation engine for LUSID Drive: File repository and manager for LUSID Configuration Store: Central repository for LUSID secrets and parameters Scheduler: Job automation for LUSID Notification service: Trigger people or services when LUSID events occur Insights: Troubleshooting, monitoring and auditing LUSID Excel: Add-in to LUSID Web app: GUI front end to LUSID Horizon: Partnerships with industry-leading data vendors University