Connecting your Horizon partner accounts to your LUSID domain

You can leverage our partnerships with industry-leading data vendors to enable seamless integration of data with your LUSID domain. To connect data from some of our Horizon partners to LUSID, you may need to supply your LUSID domain with additional configuration for your Horizon partner. This article explains how to add your client secrets to Configuration Store for the integrations which require them:

• Horizon: Bloomberg Data License Per Security
• Horizon: SIX Flex
• Horizon: SIX Flex API
• Horizon: SIX API
• Horizon: DataScope Select
• Instrument mastering
  • Horizon: OpenFigi
  • Horizon: PermID

 Connecting Bloomberg Data License Per Security data to your LUSID domain

1. Obtain your Bloomberg Data License Per Security ClientSecret and ClientId. To retrieve these values:
   1. Ensure you have a Bloomberg Data License account with access to per-security datasets.
   2. Add LUSID as an application via the Bloomberg Enterprise Console.
   3. Create and download the required credentials from the Bloomberg Enterprise Access Point (BEAP).
2. Via the top left menu in the LUSID web app, navigate to System Settings > Configuration Store and select the Shared keys tab.
   
3. Find the Bloomberg Data License Per Security shared key under the scope Luminesce-Provider and code Bloomberg and select Edit.
   
4. Enter your values for ClientSecret and ClientId (obtained in step 1) and click Save.
   

Connecting SIX Flex data to your LUSID domain

1. Obtain your SIX Flex Port, Password, Hostname and Username. To retrieve these values:
   1. Ensure you are registered for a SIX Flex account.
   2. Obtain your port, hostname, username and password from SIX Flex.
2. Via the top left menu in the LUSID web app, navigate to System Settings > Configuration Store and select the Shared keys tab.
   
3. Find the SIX Flex shared key under the scope Luminesce-Provider and code Sftp-Six and select Edit.
   
4. Enter your values for Port, Password, Hostname and Username (obtained in step 1) and click Save.
   

Connecting the SIX Flex API to your LUSID domain

1. Obtain your SIX Flex API PrivateKey and SignedCertificate. To retrieve these values:
   1. Ensure you have a SIX Flex user account with an API entitlement.
   2. Use your SIX Flex API user guide to create your private key and obtain a signed certificate.
2. Via the top left menu in the LUSID web app, navigate to System Settings > Configuration Store and select the Shared keys tab.
   
3. Find the SIX Flex API shared key under the scope system and code LUSID-SixFlexApi and select Edit.
4. Enter your values for PrivateKey and SignedCertificate (obtained in step 1) and click Save.

Connecting SIX API data to your LUSID domain

1. Obtain your SIX API password and P12 certificate. To retrieve these values:
   1. Ensure you are registered for a SIX API account.
   2. Obtain your password and P12 certificate supplied by SIX API.
2. Convert the P12 certificate to a base64 string. To do this, execute the following command(/s) in a Terminal window:
   • For Windows Powershell, execute the following commands sequentially:

     $ certutil -encode -f <path-to-certificate-file> tmp.b64
     $ findstr /v /c:- .\tmp.b64 > data.b64
     $ type .\data.b64 | Set-Clipboard
     

   • For MacOS/Linux:

     $ base64 -i <certificate-file> -b 76 | pbcopy

   Note: It is important the newlines seen on the base64 output are included.
3. Via the top left menu in the LUSID web app, navigate to System Settings > Configuration Store and select the Shared keys tab.
   
4. Find the SIX API shared key under the scope system and code LUSID-Six and select Edit.
5. Enter your values for PricesPassword and PricesCertificate (obtained in steps 1 and 2) and click Save.
   

Connecting Refinitiv DataScope Select data to your LUSID domain

1. Obtain your Refinitiv DataScope Select account Username and Password. To retrieve these values, ensure you have access to a DataScope Select account.
2. Via the top left menu in the LUSID web app, navigate to System Settings > Configuration Store and select the Shared keys tab.
   
3. Find the Refinitiv DataScope Select shared key under the scope Luminesce-Provider and code Marketdata-Refinitiv and select Edit.
   
4. Enter your values for Username and Password (obtained in step 1) and click Save.
   

Instrument mastering

Connecting OpenFIGI data to your LUSID domain

1. Obtain your OpenFIGI  AccessToken. To retrieve this:
   1. Ensure you have an OpenFIGI account with access to OpenFIGI API. If you don't have access, you can sign up via this link.
   2. Retrieve your OpenFIGI API key from your OpenFIGI account.
2. Via the top left menu in the LUSID web app, navigate to System Settings > Configuration Store and select the Shared keys tab.
   
3. Find the OpenFIGI shared key under the scope Luminesce-Provider and code MarketData-OpenFigi and select Edit.
   
4. Enter your AccessToken value (obtained in step 1) and click Save.
   

Connecting Refinitiv PermID data to your LUSID domain

1. Obtain your Refinitiv PermID AccessToken. To retrieve this, register and get an API key via the PermID APIs menu.
2. Via the top left menu in the LUSID web app, navigate to System Settings > Configuration Store and select the Shared keys tab.
   
3. Find the Refinitiv PermID shared key under the scope  system and code Marketdata-Refinitiv-PermId and select Edit.
   
4. Enter your AccessToken value (obtained in step 1) and click Save.