--- title: "LUSID configuration resource reference" slug: "understanding-lusid-configuration-resources" updated: 2026-10-06T14:57:23Z published: 2026-10-06T14:57:23Z canonical: "support.lusid.com/understanding-lusid-configuration-resources" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.lusid.com/llms.txt > Use this file to discover all available pages before exploring further. # LUSID configuration resource reference The LUSID platform is driven by a core set of *configuration resources* that you can [create, manage, version-control and deploy](/v1/docs/managing-configuration-resources-and-data) from Admin Portal. ## **Compliance** | Resource name | Resource type | More information | Most relevant API or provider | | --- | --- | --- | --- | | **Compliance Rule** | `ComplianceRuleResource` | [Setting up pre-trade and post-trade compliance](/v1/docs/how-do-i-create-a-compliance-rule) | [UpsertComplianceRule](https://www.lusid.com/docs/api/lusid/endpoints/compliance/UpsertComplianceRule) | | **Compliance Template** | `ComplianceTemplateResource` | [CreateComplianceTemplate](https://www.lusid.com/docs/api/lusid/endpoints/compliance/CreateComplianceTemplate) | | **Reference List** | `ReferenceListResource` | [Storing lists of entities to use in compliance rules](/v1/docs/using-reference-lists-in-lusid) | [UpsertReferenceList](https://www.lusid.com/docs/api/lusid/endpoints/reference-lists/UpsertReferenceList) | ## **Configuration Store** | **Config Set** and **System Config Set** | `SetResource` | [Storing secrets and parameters in the Config Store](/v1/docs/configuration-store) | [CreateConfigurationSet](https://www.lusid.com/docs/api/configuration/endpoints/configuration-sets/CreateConfigurationSet) | | --- | --- | --- | --- | | `ItemResource` | [AddConfigurationToSet](https://www.lusid.com/docs/api/configuration/endpoints/configuration-sets/AddConfigurationToSet) | | `SystemConfigSetResource` | [Overriding LUSID system settings in the Config Store](/v1/docs/how-do-i-override-a-lusid-system-setting) | [UpdateConfigurationItem](https://www.lusid.com/docs/api/configuration/endpoints/configuration-sets/UpdateConfigurationItem) | ## **Cut label definitions** | **Cut Label** | `CutLabelResource` | [Representing times and timezones using cut labels](/v1/docs/what-is-a-cut-label) | [CreateCutLabelDefinition](https://www.lusid.com/docs/api/lusid/endpoints/cut-label-definitions/CreateCutLabelDefinition) | | --- | --- | --- | --- | ## **Data model** | **Custom Data Model** | `CustomDataModelResource` | [Regulating user input using custom data models](/v1/docs/custom-data-models) | [CreateCustomDataModel](https://www.lusid.com/docs/api/lusid/endpoints/custom-data-models/CreateCustomDataModel) | | --- | --- | --- | --- | | **Custom Entity Type** (and nested custom **Entity**) | `EntityTypeResource ` | [Extending LUSID's data model using custom entities](/v1/docs/extending-lusids-data-model-using-custom-entities#defining-a-custom-entity-type) | [CreateCustomEntityType](https://www.lusid.com/docs/api/lusid/endpoints/custom-entity-types/CreateCustomEntityType) | | `EntityResource` | [UpsertCustomEntity](https://www.lusid.com/docs/api/lusid/endpoints/custom-entities/UpsertCustomEntity) | | **Data Type** | `DataTypeResource` | [Extending LUSID's built-in data types](/v1/docs/how-do-i-create-a-custom-data-type-and-store-reference-data) | [CreateDataType](https://www.lusid.com/docs/api/lusid/endpoints/data-types/CreateDataType) | | **Identifier Definition** | `IdentifierDefinitionResource` | [Creating user-defined property identifiers for certain entities](/v1/docs/what-is-an-identifier) | [CreateIdentifierDefinition](https://www.lusid.com/docs/api/lusid/endpoints/identifier-definitions/CreateIdentifierDefinition) | | **Property Definition** | `DefinitionResource` | [Extending LUSID's entity data model using properties](/v1/docs/properties) | [CreatePropertyDefinition](https://www.lusid.com/docs/api/lusid/endpoints/property-definitions/CreatePropertyDefinition) | | **Relational Dataset Definition** | `RelationalDatasetDefinitionResource` | [Storing tabular data related to certain entities](/v1/docs/how-do-i-create-a-relational-dataset-definition) | [CreateRelationalDatasetDefinition](https://www.lusid.com/docs/api/lusid/endpoints/relational-dataset-definition/CreateRelationalDatasetDefinition) | | **Relationship Definition** | `RelationshipDefinitionResource` | [Creating relationships](/v1/docs/creating-relationships-between-certain-types-of-entity) | [CreateRelationshipDefinition](https://www.lusid.com/docs/api/lusid/endpoints/relationship-definitions/CreateRelationshipDefinition) | | **Staging Rule Set** | `StagingRuleSetResource` | [Staging data changes for approval](/v1/docs/staging-changes-for-approval) | [CreateStagingRuleSet](https://www.lusid.com/docs/api/lusid/endpoints/staging-rule-set/CreateStagingRuleSet/) | ## **Drive** | **Folder** (and nested **File**) | `FolderResource` | [Storing files securely in Drive](/v1/docs/drive) | [CreateFolder](https://www.lusid.com/docs/api/drive/endpoints/folders/CreateFolder) | | --- | --- | --- | --- | | `FileResource` | [CreateFile](https://www.lusid.com/docs/api/drive/endpoints/files/CreateFile) | ## Entities | **Legal Entity** | `LegalEntityResource` | [Representing institutions in LUSID](/v1/docs/representing-institutions-in-lusid-using-legal-entities) | [UpsertLegalEntity](https://www.lusid.com/docs/api/lusid/endpoints/legal-entities/UpsertLegalEntity) | | --- | --- | --- | --- | | **Person** | `PersonResource` | [Representing people in LUSID](/v1/docs/representing-people-in-lusid-using-person-entities) | [UpsertPerson](https://www.lusid.com/docs/api/lusid/endpoints/persons/UpsertPerson) | ## **Fund accounting** | **Chart of Accounts** (and nested **Account**, **Cleardown Module**, **General Ledger Profile** and **Posting Module**) | `ChartOfAccountsResource` | [Setting up a fund](/v1/docs/setting-up-a-fund-a-checklist) | [CreateChartOfAccounts](https://www.lusid.com/docs/api/lusid/endpoints/chart-of-accounts/CreateChartOfAccounts) | | --- | --- | --- | --- | | `AccountResource` | [AccountResource](https://www.lusid.com/docs/api/lusid/endpoints/chart-of-accounts/UpsertAccounts) | | `PostingModuleResource` | [CreatePostingModule](https://www.lusid.com/docs/api/lusid/endpoints/chart-of-accounts/CreatePostingModule) | | `CleardownModuleResource` | [CreateCleardownModule](https://www.lusid.com/docs/api/lusid/endpoints/chart-of-accounts/CreateCleardownModule) | | `GeneralLedgerResource` | [CreateGeneralLedgerProfile](https://www.lusid.com/docs/api/lusid/endpoints/chart-of-accounts/CreateGeneralLedgerProfile) | | **Fee Type** | `FeeTypeResource` | [CreateFeeType](https://www.lusid.com/docs/api/lusid/endpoints/fee-types/CreateFeeType) | | **Pricing Template** | `FundConfigurationResource` | [CreateFundConfiguration](https://www.lusid.com/docs/api/lusid/endpoints/fund-configuration/CreateFundConfiguration) | ## **Identity and Access** | **Access Role** | `RoleResource` | [Creating a role in the Access Service](/v1/docs/how-do-i-create-a-role#using-the-identity-api-and-then-the-access-api) | [CreateRole](https://www.lusid.com/docs/api/access/endpoints/roles/CreateRole) | | --- | --- | --- | --- | | **Application** | `ApplicationResource` | [Obtaining OAuth2 API access tokens](/v1/docs/authorising-an-application-or-service-to-call-the-lusid-api#step-2-generating-a-client-id-and-client-secret) | [CreateApplication](https://www.lusid.com/docs/api/identity/endpoints/applications/CreateApplication) | | **Identity Role** | `IdentityRoleResource` | [Creating a role in the Identity Service](/v1/docs/how-do-i-create-a-role#using-the-identity-api-and-then-the-access-api) | [CreateRole](https://www.lusid.com/docs/api/identity/endpoints/roles/CreateRole) | | **Policy** | `PolicyResource` | [Granting or denying access to features and datasets using policies](/v1/docs/what-are-a-policy-and-a-policy-collection) | [CreatePolicy](https://www.lusid.com/docs/api/access/endpoints/policies/CreatePolicy) | | **Policy Collection** | `PolicyCollectionResource` | [CreatePolicyCollection](https://www.lusid.com/docs/api/access/endpoints/policies/CreatePolicyCollection) | | **Policy Template** | `PolicyTemplateResource` | [CreatePolicyTemplate](https://www.lusid.com/docs/api/access/endpoints/policy-templates/CreatePolicyTemplate/) | | **User** | `UserResource` | [Creating personal and service user accounts](/v1/docs/what-are-a-personal-user-and-a-service-user) | [CreateUser](https://www.lusid.com/docs/api/identity/endpoints/users/CreateUser) | ## **Integrations** | **Integration Instance** | `IntegrationInstanceResource` | [Running an integration to import vendor data into LUSID](/v1/docs/setting-up-an-integration) | [CreateInstance](https://www.lusid.com/docs/api/horizon/endpoints/integrations/CreateInstance) | | --- | --- | --- | --- | | `OnlinePropsResource` | | **Versioned Configuration** | `VersionedConfigurationResource` | TBD | ## **Luminesce** | **Custom Entity Provider** | `CustomEntityInlineResource` | [Creating custom entity read/write providers](/v1/docs/how-do-i-use-luminesce-to-readwrite-custom-entities) | `Sys.Admin.Lusid.Provider.Configure` | | --- | --- | --- | --- | | **Provider Inline Properties** | `InlinePropertiesResource` | [Extending Luminesce providers with properties](/v1/docs/how-do-i-configure-luminesce-entity-providers-to-readwrite-properties) | `Sys.Admin.Lusid.Provider.Configure` | | **View** | `ViewResource` | [Reducing complexity for users using custom views](/v1/docs/creating-custom-views-sysadminsetupview) | `Sys.Admin.SetupView` | ## **Notifications** | **Subscription** (and nested **Notification**) | `SubscriptionResource` | [Notifying when LUSID system events occur](/v1/docs/notification-service) | [CreateSubscription](https://www.lusid.com/docs/api/notifications/endpoints/subscriptions/CreateSubscription) | | --- | --- | --- | --- | | `NotificationResource` | [CreateNotification](https://www.lusid.com/docs/api/notifications/endpoints/notifications/CreateNotification) | ## **Portfolio construction** | **Corporate Action Source** | `CorporateActionSourceResource` | [Loading corporate action events](/v1/docs/how-do-i-create-a-corporate-action-source) | [CreateCorporateActionSource](https://www.lusid.com/docs/api/lusid/endpoints/corporate-action-sources/CreateCorporateActionSource) | | --- | --- | --- | --- | | **Derived Transaction Portfolio** | `DerivedTransactionPortfolioResource` | [Understanding derived transaction portfolios](/v1/docs/how-do-i-create-a-derived-transaction-portfolio) | [CreateDerivedPortfolio](https://www.lusid.com/docs/api/lusid/endpoints/derived-transaction-portfolios/CreateDerivedPortfolio) | | **Portfolio** | `PortfolioResource` | [Understanding transaction portfolios](/v1/docs/what-is-a-transaction-portfolio) | [CreatePortfolio](https://www.lusid.com/docs/api/lusid/endpoints/transaction-portfolios/CreatePortfolio/) | | **Portfolio Group** | `PortfolioGroupResource` | [Understanding portfolio groups](/v1/docs/what-is-a-portfolio-group) | [CreatePortfolioGroup](https://www.lusid.com/docs/api/lusid/endpoints/portfolio-groups/CreatePortfolioGroup) | | **Reference Portfolio** | `ReferencePortfolioResource` | [Understanding reference portfolios](/v1/docs/what-is-a-reference-portfolio) | [CreateReferencePortfolio](https://www.lusid.com/docs/api/lusid/endpoints/reference-portfolio/CreateReferencePortfolio) | | **Side** | `SideResource` | [Creating custom sides for transaction types](/v1/docs/how-do-i-create-a-side) | [SetSideDefinition](https://www.lusid.com/docs/api/lusid/endpoints/transaction-configuration/SetSideDefinition) | | **Transaction Template** | `TransactionTemplateResource` | [Extending LUSID’s built-in instrument event templates](/v1/docs/how-do-i-create-a-custom-transaction-template) | [CreateTransactionTemplate](https://www.lusid.com/docs/api/lusid/endpoints/instrument-event-types/CreateTransactionTemplate) | | **Transaction Type** | `TransactionTypeResource` | [Creating custom transaction types to impact holdings](/v1/docs/how-do-i-create-a-transaction-type) | [SetTransactionType](https://www.lusid.com/docs/api/lusid/endpoints/transaction-configuration/SetTransactionType) | ## **Reconciliation** | **Comparison Ruleset** | `ComparisonRulesetResource` | [Understanding reconciliations](/v1/docs/understanding-reconciliations-in-lusid) | TBD | | --- | --- | --- | --- | | **Reconciliation** | `ReconciliationResource` | TBD | ## **Scheduling** | **Job** | `JobResource` | [Automating Docker image jobs in Scheduler](/v1/docs/scheduler) | [CreateJob](https://www.lusid.com/docs/api/scheduler/endpoints/jobs/CreateJob) | | --- | --- | --- | --- | | **Docker mage** | `ImageResource` | [Upload image](https://www.lusid.com/docs/api/scheduler/endpoints/images/UploadImage) | | **Schedule** | `ScheduleResource` | [CreateSchedule](https://www.lusid.com/docs/api/scheduler/endpoints/schedules/CreateSchedule) | ## **Sequence** | **Sequence** | `SequenceResource` | [Generating unique numeric IDs for LUSID entities](/v1/docs/generating-unique-ids-for-entities-upserted-into-lusid) | [CreateSequence](https://www.lusid.com/docs/api/lusid/endpoints/sequences/CreateSequence) | | --- | --- | --- | --- | ## **Valuation** | **Recipe** | `RecipeResource` | [Governing valuation, reconciliation and other operations using recipes](/v1/docs/what-is-a-recipe) | [UpsertConfigurationRecipe](https://www.lusid.com/docs/api/lusid/endpoints/configuration-recipe/UpsertConfigurationRecipe) | | --- | --- | --- | --- | ## **Workflows** | **Event Handler** | `EventHandlerResource` | [Building operational controls using the Workflow Service](/v1/docs/workflow-service) | [CreateEventHandler](https://www.lusid.com/docs/api/workflow/endpoints/event-handlers/CreateEventHandler) | | --- | --- | --- | --- | | **Task Definition** | `TaskDefinitionResource` | [CreateTaskDefinition](https://www.lusid.com/docs/api/workflow/endpoints/task-definitions/CreateTaskDefinition) | | **Worker** | `WorkerResource` | [CreateWorker](https://www.lusid.com/docs/api/workflow/endpoints/workers/CreateWorker) | | **Workflow** | `WorkflowResource` | [CreateWorkflow](https://www.lusid.com/docs/api/workflow/endpoints/workflows/CreateWorkflow) | ## **Workspaces** | **Workspace** (and nested **Workspace** **Item**) | `WorkspaceResource` | [Customising dashboards in the LUSID web app](/v1/docs/workspaces-and-dashboard-sets) | [CreateWorkspace](https://www.lusid.com/docs/api/lusid/endpoints/workspace/CreateWorkspace) | | --- | --- | --- | --- | | `WorkspaceItemResource` | [CreateItem](https://www.lusid.com/docs/api/lusid/endpoints/workspace/CreateItem) |