LUSID implements a number of controls to enable you secure your LUSID tenant and access to the data stored within in.

For more information on LUSID's IAM capabilities, please read our IAM documentation.

User accounts

All access to LUSID requires authentication from a user or service account within your LUSID tenant.

User accounts are tied to a specific user and identified by a unique email address and have an associated password governed by the password policy set for your tenant. It is strongly recommended that clients implement policies and controls that prohibit users from sharing LUSID user accounts and passwords.

Service accounts are setup with a nominated owner and also governed by the password policy for the tenant. It is strongly recommended that service account passwords only be made available to authorised users on an as-needed basis.

LUSID accounts should be associated with a single human or a single service – this way you can attribute changes to the human/system that manifested them.

FINBOURNE does not by default remove any user accounts from your tenant. If a user leaves your organisation, changes their role or no longer requires access to LUSID, you should contact your Identity and Access Management (IAM) Administrator to ensure that any accounts and access rights are deleted or access restricted as needed.

Data transfer

All data transfer to LUSID is encrypted during transit and at rest. If you are sending any confidential data directly to FINBOURNE, e.g. sample transaction data, it should be appropriately protected and secured. FINBOURNE has a number of options available to enable secure transfer of data and you should contact FINBOURNE for more details.

Access controls

LUSID has a powerful role-based access control system that allows you to set up polices to control users’ access to features and data with LUSID. In concert with the principle of least privilege, users should only be given access to those resources they require to perform their responsibilities.

Roles should describe job functions and policies should describe ways of being able to access a resource. Roles should then be assigned the policies necessary for users to perform their job functions.

The creation of roles and policy assignment is controlled by users within your organisation with the appropriate IAM Administrator role. This role ultimately controls who in your organisation has access to features and data with LUSID and therefore the granting of this role should be done by a controlled process in your organisation. The policies associated with a role, and the users associated with a role, should be reviewed regularly.


LUSID makes usage analytics available to users who have the appropriate permissions. This includes (but is not limited to) API requests, API results, and request durations.

It is recommended that clients regularly review usage analytics and logs to ensure that users are operating inline with organisation policies.