JPMorgan Investment Middle Office Service (IMOS)

Our JPMorgan IMOS integration offering leverages FINBOURNE's partnership with JPMorgan to enable seamless integration of Investment Middle Office Service data with your LUSID domain.

To subscribe to the JPMorgan IMOS integration:

  1. Contact your FINBOURNE sales representative to provision your LUSID domain with the integration.

  2. Ensure you have access to a JPMorgan IMOS account with data that can be pushed to LUSID via SFTP.

  3. Enable the integration file transfer schedule. Note the schedule only needs to be enabled once for all integrations.

Once subscribed, the integration provisions your domain with an orchestrator which you simply need to configure on Day 1 to deliver and load data into your LUSID domain for each of the following data types:

  • Instruments (from JPM Valued Holdings)

  • Holdings (from JPM Valued Holdings)

  • Quotes (Pricing and FX Rates from JPM Valued Holdings)

  • Transactions (from JPM Transactions)

See how to configure the JPMorgan IMOS integration to import the data you want.

Table of contents

Configuring the JPMorgan IMOS integration to import instruments, holdings, transactions and pricing data

Monitoring JPMorgan IMOS integration job runs and troubleshooting failures