at Financial Technnology Year
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Looker for Financial Services from Looker (Google Cloud)
A data platform that provides financial institutions with powerful modeling capabilities and an analytics framework for exploring data, creating reports, and building dashboards. Features include centralized data governance, embedded analytics, and customizable financial metrics.
More about Looker (Google Cloud)
Product analysis by function
Financial Performance Analytics for Analytics and Business Intelligence
Solutions for analyzing and reporting on the bank's financial performance across various dimensions.
More Financial Performance Analytics
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Data Integration
(8 Yes /8 Known /10 Possible features)
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Multi-source Data Connectivity Ability to connect to various data sources (e.g., core banking, CRM, ERP, external market data). |
Looker integrates with various data sources including databases, cloud data warehouses (BigQuery, Snowflake, Redshift), and third-party business applications. | |
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Real-time Data Ingestion Capability to ingest data as it is generated or updated, supporting up-to-the-minute analytics. |
Looker supports real-time data ingestion through live database connections, as detailed in documentation and product overviews. | |
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Batch Data Processing Support Supports scheduled or on-demand data batch processing up to set intervals. |
Looker supports both scheduled and on-demand batch processing as part of its data pipeline orchestration. | |
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Data Cleansing Tools Automated features for detecting, correcting, and standardizing raw banking data. |
No information available | |
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ETL (Extract, Transform, Load) Customization Allows custom ETL workflows to match bank’s business rules and requirements. |
Custom data transformations and modeling are core Looker features, providing flexible ETL via Looker modeling language. | |
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API Integrations Availability of APIs for direct data connections with third-party applications. |
Looker provides API integrations and SDKs to connect with third-party applications and custom workflows. | |
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Data Mapping Flexibility Ability to map and reconcile fields from different systems to unified analytics data models. |
Looker allows mapping and reconciling fields from varied systems via its modeling layer. | |
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Change Data Capture (CDC) Supports tracking and applying only changed data for efficiency. |
Change data capture is supported when integrated with warehouses that offer CDC (e.g., BigQuery, Snowflake). | |
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Support for Unstructured Data Ability to process and analyze unstructured data (e.g., documents, emails). |
Looker can process unstructured data if ingested and made queryable via the data warehouse. Visualization and analytics on such data are possible. | |
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Historical Data Loading Speed The speed at which the system can load historical data for analysis. |
No information available |
Financial Analytics & Metrics
(9 Yes /9 Known /10 Possible features)
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Profit and Loss Reporting Produces automated and customizable P&L statements. |
Looker provides customizable P&L reporting for financial institutions through its modeling and reporting framework. | |
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Balance Sheet Analysis Facilitates detailed review of assets, liabilities, and equity over time. |
Balance sheet analysis and other traditional financial metrics reporting are supported through flexible LookML models. | |
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Net Interest Margin Analysis Calculates and monitors net interest margins for lending operations. |
Net Interest Margin analysis can be configured using tailored metrics and financial models. | |
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Loan Performance Tracking Analyses metrics such as loan origination, repayment, delinquencies, NPL ratios. |
Loan performance tracking is possible by building custom dashboards with user data models. | |
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Revenue Attribution Traces sources of revenue to business units, products, or geographies. |
Looker allows detailed revenue attribution analysis through data modeling. | |
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Expense Analysis by Category Breaks down and visualizes cost structures and operational expenses. |
Expense analysis by category is broadly supported by Looker's dynamic and customizable dashboards. | |
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Liquidity Analytics Monitors liquidity coverage, available funds, and cash flow projections. |
Liquidity analytics can be configured by modeling account and cash flow data. | |
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KPI Definition & Tracking Customizable calculation and monitoring of key performance indicators. |
Looker supports configurable KPI definition and tracking through LookML and dashboard features. | |
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Scenario & What-if Analysis Allows users to model financial performance under hypothetical scenarios. |
Scenario and what-if analysis can be built using parameterized filters and user input controls in dashboards. | |
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Forecast Accuracy Measures the accuracy of built-in financial and risk forecasts. |
No information available |
Advanced Analytics and AI
(8 Yes /8 Known /8 Possible features)
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Predictive Analytics Uses statistical modeling to forecast future financial trends or risks. |
Predictive analytics are supported via integrations with Google BigQuery ML or embedding external ML models. | |
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Anomaly Detection Detects aberrant financial behavior that may require investigation (e.g., fraud, misstatements). |
Anomaly detection is achievable through Looker's integration with external ML/modeling pipelines. | |
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Customer Segmentation Identifies customer cohorts based on behaviors, demographics, or profitability. |
Customer segmentation is supported through flexible data modeling and segmentation analysis features. | |
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Churn Prediction Predicts likelihood of customer attrition using historical data. |
Churn prediction can be implemented via integrated ML workflows or using external tools. | |
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Automated Insights Generation System generates plain-language summaries of key financial analytics findings. |
Automated insights generation is supported through Looker's data alerts, scheduling, and data bot integrations. | |
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Model Explainability Provides transparency into machine learning model outputs. |
Looker provides model explainability when integrated with services like BigQuery ML. | |
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Self-service ML Model Building Empowers analysts to build, train, and deploy machine learning models without coding. |
Self-service ML model building is supported primarily when connected with cloud ML services like BigQuery ML. | |
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Time Series Forecasting Supports statistical or ML-based forecasting of financial time series. |
Time series forecasting can be posed via native BigQuery ML or integration with time series libraries. |
Dashboards and Visualization
(9 Yes /9 Known /9 Possible features)
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Customizable Dashboards Users can tailor visualizations and dashboards to their specific needs. |
Customizable dashboards are a core Looker offering, widely documented and showcased in demos. | |
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Drag-and-drop Visualization Builder Allows creation of visualizations without coding. |
Drag-and-drop visualization builder is available for users to create reports/dashboards without coding. | |
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Pre-built Templates for Banking KPIs Includes banking-specific dashboard layouts and widgets. |
Pre-built banking KPI dashboards and templates are available in Looker Marketplace. | |
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Mobile-optimized Dashboards Ensures dashboards are accessible and usable on smartphones and tablets. |
Looker dashboards are mobile-optimized and accessible from web browsers on smartphones/tablets. | |
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Data Drill-down/Drill-through Ability to interactively explore underlying details of charts and tables. |
Drill-down and drill-through capabilities are native to all Looker dashboard objects. | |
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Scheduled Reporting Enables automatic distribution of reports/dashboards at set intervals. |
Scheduled reporting and data delivery are well-documented Looker features. | |
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Real-time Visual Updates Dashboards refresh automatically as underlying data changes. |
Real-time visual updates happen via live/streaming connections to data warehouses. | |
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Export to PDF/Excel/CSV Formats Ability to export dashboards and reports for offline analysis. |
Exports to PDF/Excel/CSV formats are natively supported. | |
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Embedded Analytics Allows analytics modules to be embedded into third-party applications (e.g., intranets). |
Embedded analytics is a core Looker feature as highlighted in product marketing. |
Audit, Compliance & Regulatory
(6 Yes /6 Known /7 Possible features)
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Regulatory Reporting Templates Provides built-in templates for common banking regulatory submissions (e.g., Basel, IFRS). |
Regulatory reporting templates are available for common requirements, especially for financial services. | |
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Audit Trail Support Tracks all data transformations, accesses, and changes for audit purposes. |
Looker maintains an audit trail for data access, report changes, and user actions. | |
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Role-based Access Controls Enables granular permission management according to user roles and compliance needs. |
Role-based access controls are granular and fully implemented in Looker. | |
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Data Retention Policy Enforcement Automatically enforces bank-mandated data retention and deletion rules. |
Data retention policies can be enforced via Google Cloud and Looker governance features. | |
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Secure Data Masking Sensitive data can be masked for privacy and access control. |
No information available | |
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Change Logging Logs all alterations to reports, analytics, and underlying data. |
Change logging is part of Looker's audit and activity tracking capabilities. | |
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GDPR and Data Privacy Support Features to ensure compliance with data privacy regulations. |
As part of Google Cloud and enterprise offerings, Looker supports GDPR compliance and advanced data privacy features. |
User Management & Collaboration
(6 Yes /6 Known /7 Possible features)
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Multi-user Access Allows multiple users to simultaneously access and work on analytics. |
Multi-user access is fundamental to Looker's collaborative platform. | |
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Permission Granularity Degree to which access can be controlled at the dashboard, report, or data level. |
No information available | |
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Shared Workspace Collaborative environments for analytics project teams. |
Shared workspaces for team collaboration are provided. | |
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In-application Comments and Discussion Ability to annotate reports or dashboards for collaborative review. |
Looker dashboards and reports include in-application comments for discussions. | |
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Task Assignments and Notifications Feature for assigning analytical review or approvals to specific users. |
Task assignment and notification features are available via Looker's alert functionality. | |
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User Management APIs APIs to integrate or synchronize user access with other bank systems (e.g., Active Directory). |
Looker offers APIs for user management and integration with enterprise authentication/authorization systems. | |
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Single Sign-On (SSO) Support Integrates with corporate authentication systems for streamlined access. |
Single sign-on (SSO) is supported through SAML, OAuth, and other common protocols. |
Performance and Scalability
(2 Yes /2 Known /7 Possible features)
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Concurrent User Support Maximum number of users supported simultaneously without performance degradation. |
No information available | |
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Data Processing Throughput Amount of data the system can process in a given time. |
No information available | |
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Query Response Time Average time for analytics queries to return results. |
No information available | |
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Uptime/Availability Percentage of time the system operates and is accessible. |
No information available | |
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Elastic Scalability Can scale compute and storage up/down dynamically based on load. |
Elastic scalability is inherent as Looker runs on scalable Google Cloud infrastructure. | |
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Distributed Processing Supports parallel, distributed computation for large data workloads. |
Distributed query processing is supported when connected to distributed data warehouses. | |
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Data Storage Capacity Maximum amount of analytical data the system can store. |
No information available |
Security
(4 Yes /4 Known /5 Possible features)
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End-to-end Encryption Uses encryption while data is stored and in transit. |
End-to-end encryption is supported for both data at rest and in transit between Looker and databases. | |
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Multi-factor Authentication (MFA) Supports two-step verification and other MFA protocols. |
Multi-factor authentication can be enabled for Looker via Google Cloud Identity/SSO integration. | |
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Activity Monitoring & Alerts Logs user activities and sends alerts on potentially suspicious actions. |
Looker supports activity monitoring and alerts for suspicious or policy-violating actions. | |
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Penetration Testing Certifications Product regularly undergoes penetration testing, with results available. |
No information available | |
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Compliance Certifications Holds certifications such as SOC 2, PCI DSS relevant to banking operations. |
Looker is SOC 2 certified and designed for regulated industries, including banking. |
Deployment & Integration
(6 Yes /6 Known /6 Possible features)
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Deployment Options (Cloud/On-Premises/Hybrid) Can be deployed as per organizational policy or regulatory requirements. |
Supports deployment on public cloud, in VPC, or hybrid as per customer policy. | |
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Integration with Existing BI Tools Supports interoperability with established business intelligence platforms. |
Looker is designed to integrate with other BI platforms via APIs and connectors. | |
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Custom Connectors Supplies or supports development of connectors to legacy or niche banking systems. |
Custom connectors can be developed via Looker API and SDKs. | |
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Open API Support Provides APIs for programmatic access to functions and analytics. |
Open API support is central to Looker, with a well-documented API suite. | |
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Containerization Support Compatible with Docker/Kubernetes-style deployments for portability. |
Containerization (via Docker) is supported for flexible and portable deployments. | |
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Automated Upgrade Mechanisms Allows seamless updates with minimal user disruption. |
Automated upgrades are supported as part of managed Looker cloud deployment. |
Support, Training & Documentation
(6 Yes /6 Known /6 Possible features)
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24/7 Customer Support Availability Around-the-clock technical assistance for banks. |
24/7 support is offered for enterprise plans (documented on Looker's support page). | |
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Dedicated Account Manager Appoints a dedicated representative for large or strategic clients. |
Dedicated account managers are assigned to enterprise and strategic customers. | |
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Comprehensive User Documentation Rich, regularly updated manuals and knowledge bases. |
Comprehensive, regularly updated documentation is available on Looker Docs and support site. | |
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Online Training Modules On-demand video or interactive training for bank staff. |
Looker provides online training modules, both live and on-demand. | |
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User Community Forum Active user community/support forum for product knowledge sharing. |
Active user community forum with Q&A and expertise sharing is hosted by Looker. | |
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Custom Training Workshops Tailored, live training sessions delivered by vendor experts. |
Custom training workshops are offered for enterprise customers. |
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Data Integration & Connectivity
(7 Yes /8 Known /11 Possible features)
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Multi-source Data Connections Ability to connect to a wide range of data sources (databases, files, APIs, etc.) simultaneously. |
Looker supports connecting to a wide variety of data sources via JDBC, APIs, files, and cloud data warehouses. Documentation and case studies confirm multi-source connectivity. | |
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Banking Core System Integration Native connectors for popular core banking systems (e.g., Temenos, Finacle, FIS, etc.). |
Not as far as we are aware.* Looker itself does not provide native core banking system connectors (e.g., Temenos, Finacle) but supports general data connectivity. Integration is possible via database/APIs but not native. | |
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Real-Time Data Synchronization Support for real-time data updates and streaming ingestion. |
Looker supports real-time dashboards through live connections to cloud data warehouses and APIs, enabling streaming and real-time data updates. | |
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ETL/ELT Support Built-in Extract, Transform, Load/Extract, Load, Transform processes for preparing data. |
Looker includes built-in data modeling and transformation (LookML), which supports ELT/ETL workflows as part of its platform. | |
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Data Blending Allow combining data from multiple sources for unified analysis. |
Data blending is explicitly supported in Looker for combining multiple sources for unified analysis. | |
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API Data Fetch Rate Maximum rate at which data can be fetched from APIs. |
No information available | |
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Batch Data Processing Capacity Volume of batch data pipeline processing. |
No information available | |
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Custom Connector Development Allows custom connectors for unique data sources. |
Looker allows developers to create custom connectors and integrations via Looker Actions, APIs, and Marketplace. | |
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Data Format Support Range of supported data types/formats (CSV, XML, JSON, Parquet, etc.). |
No information available | |
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Scheduling Data Updates Ability to schedule automated data refresh intervals. |
Looker provides automated and configurable scheduling for data refresh and report delivery. | |
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On-premises and Cloud Connectivity Supports both on-premises and cloud-hosted data connections. |
Platform supports connectivity to both on-premises databases (via secure tunnels/JDBC) and cloud data warehouses. |
Data Governance & Security
(10 Yes /10 Known /11 Possible features)
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Role-Based Access Control (RBAC) Allow fine-grained user access management based on roles. |
Looker supports RBAC with model, row, column, and feature-level permissions. | |
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Data Encryption at Rest/In Transit Encrypts all sensitive data during storage and transmission. |
Looker encrypts data at rest and in transit; described in Google Cloud security documentation. | |
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Audit Logging Records all user activity for compliance and traceability. |
Audit logging, including user activity and access logs, is a standard part of Looker’s admin features. | |
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GDPR/CCPA Compliance Built-in features to comply with privacy regulations. |
Google Cloud (and Looker) are compliant with GDPR/CCPA; features for data subject requests are available. | |
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Data Lineage Tracking Ability to trace the origin and transformation history of data. |
Looker provides data lineage tracking through LookML and content history. | |
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PII Data Masking Automatically masks sensitive personally identifiable information. |
PII data masking is configurable within data models and through row-level security in Looker. | |
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Single Sign-On (SSO) Integration with enterprise authentication (e.g., SAML, LDAP, Active Directory). |
Looker offers SSO integration with SAML, LDAP, Okta, Azure AD, etc. | |
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Multi-factor Authentication (MFA) Requires extra layer of security for platform access. |
Multi-factor authentication is available either directly or via SSO integrations. | |
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Retention Policy Management Automated controls for enforcing data retention/deletion policies. |
Retention policies and automated data deletion can be configured. | |
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User Permissions Granularity Level of detail for restricting access to platform features/data. |
No information available | |
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Automated Compliance Reporting Automated generation of compliance audit reports. |
Compliance audit reporting can be automated using Looker's scheduling and audit logging features. |
Analytics & Reporting
(9 Yes /9 Known /11 Possible features)
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Self-service Analytics Enable non-technical users to create queries and generate insights. |
Self-service analytics is a core Looker feature; business users can explore and create insights in the UI. | |
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Ad Hoc Reporting Ability for users to create custom reports on demand. |
Ad hoc reporting is supported through Explore and dashboard modules. | |
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Scheduled & Automated Reporting Support for automatic, timed report generation and delivery. |
Scheduled/automated reporting is a built-in feature; reports can be delivered by email, webhook, or external integrations. | |
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Interactive Dashboards Customizable dashboards with interactive filters and drill-downs. |
Interactive dashboards with filters, cross-filtering, and drill-downs are a standard Looker capability. | |
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Data Visualization Gallery Number of available chart/visualization types. |
No information available | |
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Geo-spatial Analytics Provides geo-mapping and spatial analysis features (e.g., for branch performance). |
Geo-mapping and spatial analytics are supported (Map/Geo visualization in documentation and user guides). | |
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KPI Tracking Preset and custom banking KPIs (e.g., NIM, RoE, LCR). |
Looker provides KPI tracking with customizable metrics/models for banking and finance. | |
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Drill-through Analysis Ability to click through summary data down to transaction detail. |
Drill-through analysis is available for dashboards and all data visualizations. | |
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Embedded Analytics Can embed reports/charts in other banking applications or portals. |
Reports and dashboards can be embedded into external web apps/portals via Looker’s embed API. | |
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Data Export Options Allows exporting reports to multiple formats (Excel, PDF, CSV, etc.). |
No information available | |
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Alert & Notification Triggers Define conditions to alert users of anomalies or events. |
Alert conditions and scheduled notifications are natively available. |
Artificial Intelligence & Machine Learning
(1 Yes /1 Known /11 Possible features)
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Integrated ML/AI Engines Native capabilities for building, training, and deploying models within the platform. |
No information available | |
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Pre-built Banking Models Library of ready-to-use models for fraud, churn, credit risk, etc. |
No information available | |
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Model Training Speed Measured throughput for ML model training. |
No information available | |
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AutoML Automated machine learning workflows for non-expert users. |
No information available | |
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Real-Time Scoring Deploys models to score transactions or events as they occur. |
No information available | |
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Explainable AI (XAI) Tools for interpreting model outcomes and increasing regulatory trust. |
No information available | |
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Integration with Python/R Notebooks Enable data scientists to work directly within programming notebooks. |
Looker supports direct integration with Jupyter and Data Studio; Looker API enables integration for Python/R workflows. | |
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Model Ops (Monitoring and Retraining) Features for monitoring models in production and retraining as needed. |
No information available | |
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Anomaly Detection Automated detection of unusual activity (transactions, logins, etc.). |
No information available | |
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Natural Language Processing (NLP) Supports NLP for sentiment or document analysis. |
No information available | |
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Number of Supported Algorithms Count of out-of-the-box ML/AI algorithms offered. |
No information available |
Collaboration & Sharing
(9 Yes /9 Known /10 Possible features)
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In-platform Commenting Users can comment/tag colleagues on reports/dashboards. |
Looker enables users to comment and @ mention others in dashboards and reports. | |
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Role-based Content Sharing Granular controls for sharing analytics content with specific users/groups. |
Fine-grained sharing with user, group, and permission-based controls is standard. | |
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Version Control Track versions and changes to dashboards or data models. |
Version history tracking is available for content, models, and dashboards. | |
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Notification System Alerts users with updates or shared content. |
Notification of updates and content sharing through in-platform/system notifications. | |
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Export/Publish to External Channels Publish insights/reports to email, portals, or business apps. |
Export/publishing to email, webhooks, Slack, and G Suite apps supported. | |
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Collaboration Workspace Shared spaces for cross-team analytics project work. |
Looker has shared folders and collaboration spaces for teams. | |
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Audit Trail on Shared Assets Tracks who accesses or modifies shared analytics assets. |
Looker tracks access, modifications, and shares on assets for audit trail. | |
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Concurrent User Limit Maximum number of users who can collaborate concurrently. |
No information available | |
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Personalized Content Feeds User-customized feeds for relevant insights/notifications. |
Users receive tailored content suggestions and notification feeds based on their activity. | |
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Integration with Corporate Communication Tools Slack, Teams, or email integration for sharing notifications. |
Slack and Google Workspace (Gmail, Sheets, etc.) integrations are available for sharing notifications. |
Scalability & Performance
(7 Yes /7 Known /10 Possible features)
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Maximum Data Volume Supported The data size the platform can efficiently process. |
No information available | |
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Concurrent User Support Maximum number of analytics users supported at once. |
No information available | |
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Query Response Time Median time to return results for standard queries. |
No information available | |
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Elastic Scaling Automated system resources scaling up/down based on load. |
Looker is built on Google Cloud and supports elastic scaling through managed services. | |
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Cloud-native Architecture Built to run natively on cloud platforms for maximum scale. |
Cloud-native architecture is an explicit core design feature. | |
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High Availability Redundancy and failover support for mission-critical analytics. |
Looker leverages Google Cloud’s high availability, redundancy, and failover capabilities. | |
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Data Partitioning Support for dividing data sets for distributed processing. |
Data partitioning and sharding supported for efficient large-scale processing. | |
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Multi-tenancy Single platform instance supports multiple organizations/business units securely. |
Looker supports secure multi-tenancy via user/group/data model permissions. | |
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Distributed Computing Support Harnesses cluster computing for faster processing. |
Looker supports connection to distributed computing engines and cluster processing via database connections. | |
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Workload Isolation Separates analytic workloads (e.g., test vs. production). |
Workload isolation is supported via projects, environments (dev/prod), and model-level segregation. |
User Experience & Usability
(9 Yes /9 Known /10 Possible features)
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No-code/Low-code Analytics Allows users to build reports/dashboards without advanced coding. |
Looker is designed for no-code/low-code analytics with point-and-click UI. | |
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Mobile Accessibility Analytics accessible on mobile devices (responsive web or app). |
Looker's responsive design supports analytics on mobile web and app versions. | |
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Customizable Dashboards Users can tailor dashboards to their preferences. |
Customizable dashboards are a headline capability of Looker. | |
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Personalized Analytics Platform adapts to users’ roles, preferences, or historical behavior. |
User and role-based personalization for analytics experience is provided (e.g., personalized landing pages, surfaced recommendations). | |
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Onboarding & Guided Tutorials In-app guidance and training to speed up user adoption. |
Onboarding flows, guided tours, and in-app help/tutorials available and customizable. | |
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Accessibility Compliance (WCAG) Meets standards for users with disabilities. |
Google states compliance with WCAG 2.1 Level AA for Looker; accessibility features available. | |
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Multi-language Support Platform available in user’s preferred language. |
Looker supports multiple languages natively via UI and can localize dashboards. | |
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Feedback/Support Widgets In-platform mechanism to contact support or send feedback. |
Feedback widgets and in-app support channels are included by default. | |
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Custom Theme Support Ability to configure platform colors, fonts, and layout. |
Dashboards and reports support custom theme, logo, and layout. | |
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User Satisfaction Score Aggregate user feedback regarding usability. |
No information available |
Deployment & IT Management
(8 Yes /8 Known /10 Possible features)
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Deployment Models Available on-premises, private cloud, public cloud, or hybrid. |
No information available | |
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Automated Updates Automatic patches/updates delivered by the vendor. |
Automated updates managed by Google Cloud for Looker SaaS deployments. | |
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Containerization Support Deployable using containers (e.g., Docker, Kubernetes). |
Looker can be deployed in Kubernetes/Docker-based environments. | |
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API Access for Administration Admin controls can be automated via API. |
Admin and user controls are accessible via Looker’s RESTful API. | |
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Backup & Disaster Recovery Automated backups and recovery testing features. |
Looker provides automated backup and disaster recovery for managed cloud deployments. | |
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Custom Domain & Branding Banks can apply their logo, business domain, and UI colors. |
Custom branding and domain settings are available (white-labeling). | |
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Service Level Agreement (SLA) Availability Guaranteed uptime from platform vendors. |
No information available | |
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Multi-instance Support Separate instances for dev, staging, and production. |
Multiple environments (dev, staging, prod) are standard deployment options. | |
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Automated User Provisioning Integrates with HR or IT systems for onboarding/offboarding. |
Looker can integrate with SSO/HR systems for onboarding/offboarding through API or Google Workspace integration. | |
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Change Management Tools Integrated tools for managing platform changes and rollback. |
Change management is available via LookML version control, promotions, and environment isolation tools. |
Integration & Extensibility
(7 Yes /7 Known /10 Possible features)
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Open APIs Well-documented APIs for pushing/pulling data and metadata. |
Comprehensive RESTful open API is available for data and metadata push/pull. | |
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SDKs and Developer Tools Software development kits in major programming languages. |
Looker provides SDKs and developer tools for Python, Java, Node.js, and more. | |
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Marketplace for Add-ons Ecosystem for third-party or in-house extensions. |
Looker Marketplace is available for add-ons, blocks, and community contributions. | |
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Web Hooks/Event Triggers Can respond to platform or data events for integration. |
Looker event triggers and webhooks are natively supported via Actions API. | |
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Custom Widget Support Ability to add bespoke visual components to dashboards. |
Custom widgets can be added via Looker Extensions and Marketplace. | |
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Integration with BI/Analytics Standards Support for OData, JDBC, ODBC, or other analytics standards. |
OData/JDBC/ODBC connectivity is documented as standard for Looker. | |
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Reporting API Throughput Speed of exporting reports via API. |
No information available | |
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Webhook Latency Average time to trigger and deliver an event. |
No information available | |
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Integration Templates Pre-built integrations to common banking or fintech applications. |
No information available | |
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Data Federation Allows querying/discovery across federated sources. |
Looker's federated query features allow cross-source discovery and analysis. |
Compliance & Regulatory Support
(6 Yes /6 Known /10 Possible features)
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Banking Regulatory Templates Pre-made formats for standard banking regulatory submissions. |
No information available | |
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Automated Report Archiving Archive regulatory reports on a scheduled basis. |
Automated archiving/scheduling of compliance/regulatory reports can be accomplished with Looker’s scheduling tools. | |
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Change Logs for Regulated Reports Track and archive changes to all regulatory submissions. |
No information available | |
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Application-level Auditing Event-level logging of user interaction with regulatory reports. |
Looker supports detailed interaction logging with reporting assets. | |
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Localization (Jurisdiction Support) Ability to adapt to various legal/accounting frameworks. |
Localization for currency, date, and jurisdictional considerations supported; customizable per instance. | |
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e-Signature Support Digitally sign regulatory reports as per local frameworks. |
Third-party e-signature support through integration (e.g., DocuSign extensions via Looker Marketplace). | |
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Regulatory Change Management Update content automatically as regulations change. |
No information available | |
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Automated Report Validation Validate submissions against regulatory business rules. |
Validation scripts and logic can be embedded via LookML for report validation. | |
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Data Residency Controls Configure where banking data is stored/processed geographically. |
Data residency controls are supported in Google Cloud platform configurations. | |
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Sanctions and Watchlist Monitoring Tools to analyze and report against global financial watchlists. |
No information available |
Support, Training, and Service
(9 Yes /9 Known /10 Possible features)
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24/7 Support Availability Vendor provides ‘always-on’ support for critical functions. |
Google Cloud support for Looker is 24/7 for premium customers, including production-critical issues. | |
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Dedicated Banking CSM Customer Success Manager specialized in banking analytics. |
Looker (Google Cloud) provides dedicated customer success for financial institutions. | |
|
Vendor Response Time Average time to first contact from support. |
No information available | |
|
Certified Training Programs Official learning tracks for business and technical users. |
Certified training programs and learning paths are available for business/technical users. | |
|
On-Demand Knowledge Base Extensive, searchable database of help articles and FAQs. |
Extensive searchable knowledge base and help center are available online. | |
|
Community Forums User-to-user forums for troubleshooting and ideas. |
Community forums for user-to-user support and discussions are supported. | |
|
Implementation Accelerators Templates/frameworks to speed initial implementation. |
Marketplace and library of implementation templates or accelerators are available. | |
|
Service Management Portal Online management of support tickets and SLAs. |
Service portal for ticket submissions and SLA tracking is available for cloud customers. | |
|
Third-party Implementation Partner Ecosystem Availability of certified partners for platform rollout. |
Looker partners listed for certified implementation services. | |
|
Account Health Reviews Regular check-ins and performance reviews by the vendor. |
Google/Looker conducts account performance reviews for enterprise customers. |
Data Visualization Tools for Data Management
Applications that transform complex datasets into intuitive visual representations to facilitate analysis, pattern recognition, and communication of insights to both technical and non-technical stakeholders.
More Data Visualization Tools
More Data Management ...
Data Integration
(0 Yes /0 Known /11 Possible features)
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Multiple Data Source Connectivity Connects to diverse data sources such as SQL databases, flat files, cloud storage, and APIs. |
. | No information available |
|
Automated Data Refresh Schedules and executes automated updates of datasets from their respective sources. |
. | No information available |
|
Real-time Data Feed Support Supports live streaming or updates of data for up-to-the-minute visualization. |
. | No information available |
|
Custom Data Connectors Allows the creation or scripting of user-defined connectors for bespoke data sources. |
. | No information available |
|
Data Blending Capability to merge and manipulate data from multiple sources in a single view. |
. | No information available |
|
Data Mapping Facilitates schema mapping and field matching across different data structures. |
. | No information available |
|
Scheduled Data Imports Ability to schedule regular imports from chosen data sources at defined intervals. |
. | No information available |
|
Batch Data Processing Processes large volumes of data in batches for efficiency. |
. | No information available |
|
Change Data Capture (CDC) Detects and synchronizes only data changes, enhancing efficiency in updating visualizations. |
. | No information available |
|
API Integration Integrates directly with external APIs (e.g., Bloomberg, Reuters) to fetch up-to-date financial data. |
. | No information available |
|
Data Quality Checks Automated checking of imported data for completeness and format issues. |
. | No information available |
Usability & Accessibility
(0 Yes /0 Known /11 Possible features)
|
Drag-and-Drop Interface Enables users to create or modify visualizations without programming. |
. | No information available |
|
Customizable Dashboards Users can tailor dashboards to their roles or preferences. |
. | No information available |
|
Role-Based Access Control Allows defining different access rights for various users or groups. |
. | No information available |
|
Responsive Design Optimizes visualizations across devices, including mobile and web. |
. | No information available |
|
Multi-language Support Supports users operating in different languages. |
. | No information available |
|
Keyboard Navigation Offers keyboard-based controls for improved accessibility. |
. | No information available |
|
Screen Reader Support Ensures compatibility with assistive technologies for visually impaired users. |
. | No information available |
|
Pre-built Templates Provides ready-made templates for common visualization needs. |
. | No information available |
|
Contextual Help & Tooltips In-app guidance and tooltips to assist users in using features. |
. | No information available |
|
User Customization Save Slots Stores and retrieves personalizations for future sessions. |
. | No information available |
|
Dark Mode Supports color schemes suitable for low-light environments. |
. | No information available |
Visualization Capabilities
(0 Yes /0 Known /11 Possible features)
|
Wide Range of Chart Types Supports charts like line, bar, pie, area, scatter, heatmap, treemap, and more. |
. | No information available |
|
Time Series Visualization Specialized tools for showing trends, seasonality, and anomalies in time-based data. |
. | No information available |
|
Interactive Filters & Slicers Users can filter or slice data dynamically within visualizations. |
. | No information available |
|
Drill-down and Drill-through Allows users to explore data by clicking through deeper levels of detail. |
. | No information available |
|
Custom Chart Creation Ability to script or define new, user-specific chart types. |
. | No information available |
|
Geospatial Maps Visualize geographic data with map overlays and customizable regions. |
. | No information available |
|
Conditional Formatting Dynamic styling of visual elements based on value thresholds. |
. | No information available |
|
Annotation and Commenting Add notes or comments directly onto charts for context. |
. | No information available |
|
Storyboarding/Presentation Mode Tools to sequentially present visualizations as a narrative. |
. | No information available |
|
Hierarchical Visualizations Supports tree, sunburst, or network diagrams for hierarchical data. |
. | No information available |
|
Dashboard Embedding Allows embedding dashboards in external applications or sites via iframe or API. |
. | No information available |
Collaboration and Sharing
(0 Yes /0 Known /11 Possible features)
|
Real-time Collaboration Multiple users can work together on the same dashboard or report simultaneously. |
. | No information available |
|
Commenting & Discussion Threads Enables inline discussions and feedback on reported data or visuals. |
. | No information available |
|
Scheduled Sharing Automatically delivers reports or dashboards to designated recipients at set times. |
. | No information available |
|
One-click Export Export charts and dashboards to PDF, Excel, PPT, or image formats. |
. | No information available |
|
Public Links Allows sharing of live dashboards with external stakeholders via secure URLs. |
. | No information available |
|
Version History Track, review, and revert to earlier versions of dashboards or datasets. |
. | No information available |
|
Embedded Collaboration Tools Built-in chat, notifications, or tasks assigned within the platform. |
. | No information available |
|
Access and Audit Logs Tracks user access and actions for security and compliance. |
. | No information available |
|
Approval Workflows Facilitates workflow for peer review and management sign-off. |
. | No information available |
|
Annotation Sharing Annotations and markups can be shared and viewed by authorized users. |
. | No information available |
|
Integration with Collaboration Suites Integrates with platforms like Microsoft Teams, Slack, or Google Workspace. |
. | No information available |
Data Security and Compliance
(0 Yes /0 Known /11 Possible features)
|
Data Encryption at Rest and in Transit Encrypts stored and transmitted data to prevent unauthorized access. |
. | No information available |
|
User Authentication (SSO, MFA) Supports Single Sign-On and Multi-Factor Authentication. |
. | No information available |
|
Granular Permissions Access rights can be set at dataset, visualization, and user level. |
. | No information available |
|
Audit Trails Logs all access and changes made to data and dashboards. |
. | No information available |
|
Data Masking Masks sensitive data fields as per user or group policies. |
. | No information available |
|
Compliance Certifications Certified for industry standards (e.g. SOC 2, GDPR, CCPA, ISO 27001). |
. | No information available |
|
Data Residency Options Allows choice of data center location to meet jurisdictional requirements. |
. | No information available |
|
Automated Data Retention Policies Automates purging or archiving as per legal or regulatory schedules. |
. | No information available |
|
Secure API Access APIs require secure tokens/keys for integration. |
. | No information available |
|
Intrusion Detection Monitors for and alerts on suspicious activity. |
. | No information available |
|
Secure Sharing Controls Share controls include expiration, password protection, and access revocation. |
. | No information available |
Performance and Scalability
(0 Yes /0 Known /11 Possible features)
|
Concurrent User Support Maximum number of users that can use the platform simultaneously without degradation. |
. | No information available |
|
Dashboard Load Time Time taken to fully load a complex dashboard. |
. | No information available |
|
Maximum Data Volume Handled The upper limit of data (rows, size) that can be managed effectively. |
. | No information available |
|
Horizontal Scalability Capability to add more servers or resources to accommodate demand. |
. | No information available |
|
In-memory Processing Uses RAM for faster data queries and visualization updates. |
. | No information available |
|
Caching Mechanism Stores frequently accessed data for rapid visualization reloading. |
. | No information available |
|
Optimized Query Execution Efficient algorithms for minimizing data retrieval and rendering times. |
. | No information available |
|
Asynchronous Data Processing Processes large calculations or queries in background threads. |
. | No information available |
|
Failover and Redundancy Automatic recovery and backup mechanisms in case of interruptions. |
. | No information available |
|
Elastic Resource Allocation Dynamically assigns resources based on load. |
. | No information available |
|
Performance Monitoring Tools Monitors and visualizes system performance to detect bottlenecks. |
. | No information available |
Advanced Analytics Support
(0 Yes /0 Known /11 Possible features)
|
Built-in Statistical Functions Offers statistical metrics (mean, median, standard deviation, etc.) as part of visualization. |
. | No information available |
|
Integration with Analytical Libraries Connects with Python, R, or other statistical/ML libraries. |
. | No information available |
|
Scenario Analysis Tools Supports ‘what-if’ and scenario modeling directly in dashboards. |
. | No information available |
|
Forecasting Models Supports ARIMA, exponential smoothing, or similar time series modeling. |
. | No information available |
|
Custom Formula Editor Allows users to define custom calculations using formulas or code. |
. | No information available |
|
Regression Analysis Supports building and visualizing regression models. |
. | No information available |
|
Correlation Analysis Identify and visualize relationships between variables. |
. | No information available |
|
Anomaly Detection Built-in tools to flag and visualize outlier data points. |
. | No information available |
|
Clustering Visualization Supports visualization of clusters or segmentations within fund portfolios. |
. | No information available |
|
Natural Language Query Enables users to ask questions in plain English and get visual answers. |
. | No information available |
|
Back-testing Framework Tools to run and visualize back-tests of investment strategies. |
. | No information available |
Customization and Extensibility
(0 Yes /0 Known /11 Possible features)
|
Custom Branding Allows platforms and dashboards to be rebranded with client logos and colors. |
. | No information available |
|
Plugin and Extension Marketplace Access to a library of add-ons for new features and integrations. |
. | No information available |
|
Scripting Support Custom scripts (JavaScript, Python, etc.) for creating tailored functionality. |
. | No information available |
|
API for Programmatic Access RESTful or other APIs for automating or customizing workflows. |
. | No information available |
|
Custom Visual Component Creation Users/developers can build and add their own chart types. |
. | No information available |
|
Data Transformation Pipelines Extensible ETL (Extract-Transform-Load) processes for bespoke needs. |
. | No information available |
|
Custom Alerting Rules Define alerts and notifications based on complex user-defined logic. |
. | No information available |
|
Multi-tenancy Support Supports creation of segregated environments for different clients or business units. |
. | No information available |
|
Localization and Internationalization Supports translation and adaptation to local conventions. |
. | No information available |
|
White-label Embedding Embed visualizations in 3rd-party portals without vendor branding. |
. | No information available |
|
Workflow Automation Support Trigger actions or workflows from visual transactions or events. |
. | No information available |
Data Preparation and Transformation
(0 Yes /0 Known /11 Possible features)
|
Data Cleansing Tools Identify and correct errors, fill blanks, and standardize formats. |
. | No information available |
|
Data Aggregation Easily group and summarize data at various levels. |
. | No information available |
|
Calculated Fields Create new fields based on custom equations or logic. |
. | No information available |
|
Time-series Data Handling Recognizes and handles time-based records efficiently. |
. | No information available |
|
Data Normalization Standardizes disparate values for improved comparison. |
. | No information available |
|
Pivot and Unpivot Tools Transforms data orientation for various analysis requirements. |
. | No information available |
|
Hierarchy Building Create parent-child relationships between data elements. |
. | No information available |
|
Data Sampling Take representative samples for performance and testing. |
. | No information available |
|
Automated Join Detection Recommends potential joins between tables based on schema analysis. |
. | No information available |
|
Transformation Script Library Reusable pre-defined scripts for frequent transformations. |
. | No information available |
|
Reproducible Data Pipelines Design and execute repeatable data transformation flows. |
. | No information available |
Reporting & Distribution
(0 Yes /0 Known /11 Possible features)
|
Automated Report Scheduling Schedule reports to be generated and delivered automatically. |
. | No information available |
|
Report Customization Modify the layout, branding, and content of generated reports. |
. | No information available |
|
Multi-format Exports Supports exporting to multiple formats like PDF, Excel, CSV, PPT. |
. | No information available |
|
Parameterized Reports Allows users to input parameters and receive tailored reports. |
. | No information available |
|
Bursting Distributes personalized sections of a report to corresponding recipients. |
. | No information available |
|
Interactive Reporting Reports support drill-down, filtering, and dynamic exploration after distribution. |
. | No information available |
|
Compliance-friendly Report Archiving Archived reports conform to industry retention and audit requirements. |
. | No information available |
|
Extensive Visualization Export Exports entire dashboards or specific visualizations with retaining interactivity (HTML, SVG). |
. | No information available |
|
On-demand Report Generation Authorized users can create reports instantly as needed. |
. | No information available |
|
Distributed Notification Integration Automatically notifies recipients via email, SMS, or messaging apps when new reports are available. |
. | No information available |
|
Report Scheduling Conflict Resolution Automated handling of overlapping report generation and distribution schedules. |
. | No information available |
Support, Documentation, and Community
(0 Yes /0 Known /11 Possible features)
|
Comprehensive Documentation Complete user and developer guides, API references, and release notes. |
. | No information available |
|
In-app Tutorials Step-by-step tutorials available within the platform. |
. | No information available |
|
24/7 Support Round-the-clock technical support for global teams. |
. | No information available |
|
Active User Community Access to a vibrant ecosystem of users for advice and resource sharing. |
. | No information available |
|
Professional Training Formal training sessions, webinars, or certifications for users and admins. |
. | No information available |
|
Knowledge Base/FAQs Repository of frequently asked questions and best practices. |
. | No information available |
|
Custom Support Packages Tiered or bespoke support offerings depending on organization needs. |
. | No information available |
|
Regular Feature Updates Consistent new feature rollouts and maintenance updates. |
. | No information available |
|
Bug Tracking and Feedback Mechanisms Channels for submitting bugs, feature requests, and getting status updates. |
. | No information available |
|
Multi-channel Support Access Reach help via chat, phone, email, and ticketing systems. |
. | No information available |
|
Service Level Agreements (SLAs) Defined response and resolution times for support issues. |
. | No information available |
Business Intelligence Dashboards for Business Intelligence and Analytics
Visual interfaces that present key performance indicators, trends, and operational metrics to insurance executives and managers in intuitive formats.
More Business Intelligence Dashboards
More Business Intelligence and Analytics ...
Data Integration & Connectivity
(0 Yes /0 Known /11 Possible features)
|
Multiple Data Source Connections Ability to connect to diverse data sources such as policy admin systems, claims databases, CRM, spreadsheets, and APIs. |
. | No information available |
|
Real-time Data Sync Updates and synchronizes dashboard data in real-time with source systems. |
. | No information available |
|
Scheduled Data Refresh Supports automated and scheduled refresh intervals for dashboard data. |
. | No information available |
|
Custom Data Connectors Ability to create or configure custom connectors to proprietary systems. |
. | No information available |
|
Data Blending & Merging Combines data from multiple sources into unified visualizations. |
. | No information available |
|
ETL Tools Integration Integrates with ETL (Extract, Transform, Load) tools to facilitate complex data transformations. |
. | No information available |
|
Cloud Data Integration Connects seamlessly to cloud-based data lakes or warehouses. |
. | No information available |
|
On-premises Data Integration Supports secure integration with local, on-premises databases. |
. | No information available |
|
Data Import/Export Formats Allows import/export in multiple formats (CSV, Excel, JSON, XML, etc.) |
. | No information available |
|
Data Pre-processing Capabilities Offers built-in tools for filtering, cleansing, or preprocessing imported data. |
. | No information available |
|
Maximum Number of Simultaneous Connections The maximum number of live data sources connected at once. |
. | No information available |
Visualization Options & Flexibility
(0 Yes /0 Known /11 Possible features)
|
Variety of Visualizations Support for charts, graphs, maps, tables, gauges, and custom visuals. |
. | No information available |
|
Custom Visualization Development Ability to design and build custom visual components. |
. | No information available |
|
Drag-and-drop Designer Offers drag-and-drop functionality for building dashboards easily. |
. | No information available |
|
Dashboard Templates Availability of configurable templates for insurance metrics and workflows. |
. | No information available |
|
Conditional Formatting Lets users apply rules-based color coding or formatting to indicators. |
. | No information available |
|
Dynamic Filtering & Slicing Allows visualizations to be filtered interactively from the UI. |
. | No information available |
|
Drill-down & Hierarchies Users can drill deeper into data by clicking on dashboard elements. |
. | No information available |
|
KPI Widgets Pre-built widgets for key insurance performance indicators. |
. | No information available |
|
Geospatial Mapping Built-in mapping features for risk analysis by region/geography. |
. | No information available |
|
Visualization Render Speed Average time to render new or updated visualizations. |
. | No information available |
|
Number of Simultaneous Visualizations Maximum number of visuals per dashboard page. |
. | No information available |
User Experience & Accessibility
(0 Yes /0 Known /10 Possible features)
|
Responsive Design Dashboards automatically adjust layout for desktop, tablet, and mobile devices. |
. | No information available |
|
Accessibility Compliance Adheres to standards such as WCAG for usable interfaces by all employees. |
. | No information available |
|
Multi-language Support Dashboards interface localizable for various languages. |
. | No information available |
|
Self-service Analytics Non-technical users can build and modify dashboards without IT help. |
. | No information available |
|
Search/Browse Capability Locate dashboards or metrics quickly using built-in search. |
. | No information available |
|
Help & Tutorials Offers embedded guidance, tooltips, or access to a knowledge base. |
. | No information available |
|
User Customization End users can personalize their dashboard layouts or themes. |
. | No information available |
|
Keyboard Navigation All dashboard features are accessible via keyboard for accessibility. |
. | No information available |
|
Mobile App Availability A native app is available for iOS/Android mobile devices. |
. | No information available |
|
Concurrent User Support Maximum number of users simultaneously supported. |
. | No information available |
Data Security & Governance
(0 Yes /0 Known /11 Possible features)
|
Role-based Access Control (RBAC) Granular permissions for user groups and roles, restricting data visibility and actions. |
. | No information available |
|
Row-level Security Restricts data access at the row level, ensuring users see only approved records. |
. | No information available |
|
Data Encryption at Rest Encrypts stored data to prevent unauthorized access. |
. | No information available |
|
Data Encryption in Transit Encrypts data exchanged between dashboard and users. |
. | No information available |
|
Comprehensive Audit Logs Tracks all access, changes, and usage of dashboards and underlying data. |
. | No information available |
|
Compliance Certifications Certified for regulatory standards such as GDPR, HIPAA, SOC2, etc. |
. | No information available |
|
Single Sign-On Support Integrates with enterprise identity management (SSO) solutions. |
. | No information available |
|
Multi-factor Authentication Requires additional authentication factors for enhanced security. |
. | No information available |
|
Data Masking/Redaction Automatically conceals sensitive data fields in reports and exports. |
. | No information available |
|
Disaster Recovery/Backup Automated backup, redundancy, and quick restore options. |
. | No information available |
|
Retention Policy Controls Configurable policies for historical data retention and purging. |
. | No information available |
Collaboration & Sharing
(0 Yes /0 Known /10 Possible features)
|
Dashboard Sharing Share dashboards with internal or external users via links or email. |
. | No information available |
|
Co-authoring Multiple users can collaboratively design and modify dashboards in real time. |
. | No information available |
|
In-dashboard Commenting Users can add contextual comments or notes to visual elements. |
. | No information available |
|
Annotation Tools Mark or highlight visualizations for emphasis or clarification. |
. | No information available |
|
Version Control Tracks changes made to dashboards and restores previous versions. |
. | No information available |
|
Embed Dashboards Ability to embed dashboards into other applications or intranets. |
. | No information available |
|
Public/Private Dashboards Control whether dashboards are discoverable or accessible by all authenticated users. |
. | No information available |
|
PDF/Static Export Export dashboards/reports as PDFs or images for offline sharing. |
. | No information available |
|
Usage Analytics for Shared Content Tracks user engagement and interactions with shared dashboards. |
. | No information available |
|
Maximum Number of Collaboration Contributors Limit on active collaborators per single dashboard. |
. | No information available |
Reporting & Alerting
(0 Yes /0 Known /8 Possible features)
|
Automated Report Scheduling Set schedules to deliver periodic dashboard reports via email or other channels. |
. | No information available |
|
Ad-hoc Reporting Generate custom, on-demand reports quickly. |
. | No information available |
|
Custom Alerts and Notifications Configure alerts for threshold breaches, anomalies, or specific events. |
. | No information available |
|
Multi-channel Alerting Supports delivering alerts by email, SMS, app notifications, etc. |
. | No information available |
|
Report Distribution Lists Manage groups of recipients for automated distribution. |
. | No information available |
|
Report Format Flexibility Supports exporting reports in various formats (Excel, PDF, HTML, CSV). |
. | No information available |
|
Alert Reaction Time Average latency between event detection and alert delivery. |
. | No information available |
|
Maximum Number of Active Alerts Limit on simultaneously configured automated alerts. |
. | No information available |
Advanced Analytics & Insights
(0 Yes /0 Known /8 Possible features)
|
Predictive Analytics Integration Natively supports predictive modeling for loss ratio or risk analysis. |
. | No information available |
|
Machine Learning & AI Insights Incorporates ML/AI features to highlight trends, risks, or anomalies. |
. | No information available |
|
What-if/Scenario Analysis Model different strategic or operational scenarios interactively. |
. | No information available |
|
Goal Tracking & Forecasting Visualizes progress towards KPIs and projects future performance. |
. | No information available |
|
Anomaly Detection Automatically highlights outliers or unexpected trends in key metrics. |
. | No information available |
|
Natural Language Query Allow users to type questions in plain language and receive insights. |
. | No information available |
|
Integration with R/Python Scripts Supports advanced analytic models written in R/Python. |
. | No information available |
|
Custom Calculated Metrics Create user-defined formulas for derived KPIs. |
. | No information available |
Scalability & Performance
(0 Yes /0 Known /6 Possible features)
|
Horizontal & Vertical Scalability Can handle increasing users (horizontal) and data volume (vertical) with minimal performance drop. |
. | No information available |
|
Load Balancing Supports balancing of requests and resources in high-traffic environments. |
. | No information available |
|
Concurrent Query Handling Number of simultaneous data queries supported without lag. |
. | No information available |
|
Dashboard Load Time Average time to open complex dashboards. |
. | No information available |
|
Historical Data Storage Limit Maximum volume of historical data stored for accessible analysis. |
. | No information available |
|
Number of Supported Users Scale of users supported under concurrent usage. |
. | No information available |
Customizability & Extensibility
(0 Yes /0 Known /7 Possible features)
|
White-labelling Ability to brand dashboards for internal or client use. |
. | No information available |
|
Custom Theme Support Adapt look and feel to align with organization’s branding. |
. | No information available |
|
API Access Comprehensive REST or GraphQL APIs for custom integration. |
. | No information available |
|
Plugin/Add-on Framework Support for third-party or custom extensions. |
. | No information available |
|
Custom Scripting Support for custom business logic or interactivity using scripts. |
. | No information available |
|
Custom User Roles Define unique roles with tailored permissions beyond defaults. |
. | No information available |
|
Integration with Workflow/Automation Tools Interoperable with workflow or RPA tools for process enablement. |
. | No information available |
Support, Training & Vendor Ecosystem
(0 Yes /0 Known /8 Possible features)
|
24/7 Technical Support Live technical support around the clock. |
. | No information available |
|
Online Documentation Well-maintained, searchable user guides and API docs. |
. | No information available |
|
Video Tutorials Comprehensive video courses or walkthroughs for new users. |
. | No information available |
|
Onboarding Services Assisted onboarding to speed up value realization. |
. | No information available |
|
Dedicated Account Manager Named contact at the vendor for ongoing relationship and escalation. |
. | No information available |
|
Partner Marketplace Ecosystem of certified solution providers for integration or consulting. |
. | No information available |
|
User Community & Forums Active peer discussion boards and community support. |
. | No information available |
|
Service-Level Agreement (SLA) Defined SLA for uptime, support response times, and resolution. |
. | No information available |
Self-Service Analytics Tools for Business Intelligence and Analytics
User-friendly applications that allow business users to create their own reports, conduct analyses, and explore data without relying on IT specialists.
More Self-Service Analytics Tools
More Business Intelligence and Analytics ...
User Experience & Accessibility
(0 Yes /0 Known /11 Possible features)
|
Intuitive User Interface A visually clear and well-organized interface that allows users to find and use functionalities easily. |
. | No information available |
|
Customizable Dashboards Ability for users to create, save, and personalize dashboards according to their preferences. |
. | No information available |
|
Drag-and-Drop Report Builder Feature for users to construct reports visually by dragging and dropping elements. |
. | No information available |
|
Role-based Access Controls Tools to allocate permissions based on user roles to ensure data security and governance. |
. | No information available |
|
Mobile Access Support for mobile devices via responsive design or dedicated apps. |
. | No information available |
|
Natural Language Query (NLQ) Users can type questions in plain language to query data or generate reports. |
. | No information available |
|
Localization & Language Support Availability of the tool in multiple languages to support global teams. |
. | No information available |
|
Onboarding Tutorials In-app tutorials or walkthroughs to assist new users. |
. | No information available |
|
Keyboard Shortcuts Productivity-enhancing shortcut keys. |
. | No information available |
|
Accessibility Compliance Supports accessibility standards (e.g., WCAG) for users with disabilities. |
. | No information available |
|
Custom Themes & Branding Ability to tailor the interface’s look and feel to align with corporate branding. |
. | No information available |
Data Connectivity & Integration
(0 Yes /0 Known /10 Possible features)
|
Broad Data Source Connectivity Ability to connect with various databases, data warehouses, APIs, cloud storage, and CSV/Excel files. |
. | No information available |
|
Real-time Data Updating Capability for real-time or near-real-time data refresh from source systems. |
. | No information available |
|
Batch Data Import Support for scheduled or manual bulk data imports. |
. | No information available |
|
Data Blending Ability to combine data from multiple sources into a single view. |
. | No information available |
|
Data Model Customization Ability for users to extend or adapt existing data models. |
. | No information available |
|
No/Low-Code Integration Data connectivity achievable without writing code or via visual interfaces. |
. | No information available |
|
Automated Data Mapping Assists in mapping imported fields to data model or report fields. |
. | No information available |
|
API Support Availability of APIs for advanced integrations and automation. |
. | No information available |
|
Maximum Simultaneous Data Connections The maximum number of concurrent data source connections supported. |
. | No information available |
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Data Query Speed Average latency to retrieve and render data from sources. |
. | No information available |
Data Preparation & Management
(0 Yes /0 Known /10 Possible features)
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In-app Data Cleansing Ability to detect and handle duplicates, missing values, and errors within the tool. |
. | No information available |
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Data Transformation Functions Pre-built operations for joining, pivoting, aggregating, and formatting data. |
. | No information available |
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Calculated Columns/Fields Allows users to create new fields based on formulas or logic. |
. | No information available |
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Self-service Data Modeling Enables users to define relationships and hierarchies without IT involvement. |
. | No information available |
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Data Lineage Tracking Tracks data flows and transformations from source to report. |
. | No information available |
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Data Quality Indicators Displays data validity, freshness, and completeness to the end-user. |
. | No information available |
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Ingestion Throughput Maximum volume of data that can be ingested per hour. |
. | No information available |
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Undo/Redo Data Changes Support for rolling back or reapplying data preparation steps. |
. | No information available |
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Data Retention Settings Ability to set policies for how long data is stored within the tool. |
. | No information available |
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Metadata Management Tools for managing data dictionaries, tagging, and field descriptions. |
. | No information available |
Analytics & Reporting Capabilities
(0 Yes /0 Known /11 Possible features)
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Wide Range of Visualization Types Variety of chart types, maps, and custom visualization options. |
. | No information available |
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Ad Hoc Query/Analysis Users can construct and modify queries on the fly without IT help. |
. | No information available |
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Automated Insights/Recommendations Tool proactively surfaces trends and anomalies. |
. | No information available |
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Drill-down/Drill-through Ability to navigate from summary-level data to granular transaction details. |
. | No information available |
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Time Series Analysis Specialized support for analyzing trends over time. |
. | No information available |
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Comparative Analysis Easily compare multiple data sets, cohorts, or time periods. |
. | No information available |
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Pivot Tables Dynamic summarization and reorganization of data in table form. |
. | No information available |
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Scheduled Reports Ability to automate report generation and distribution at set intervals. |
. | No information available |
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Maximum Report Size The limit on the number of rows or fields that can be included in a report. |
. | No information available |
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Export Formats Supported Variety of available formats for exporting reports, such as PDF, Excel, CSV. |
. | No information available |
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Geospatial/Map Analytics Support for spatial data and map-based visualization. |
. | No information available |
Collaboration & Sharing
(0 Yes /0 Known /9 Possible features)
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Report & Dashboard Sharing Users can share their work directly with others inside or outside the organization. |
. | No information available |
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Annotations & Comments Ability to add context and notes directly onto reports and visuals. |
. | No information available |
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Real-time Collaboration Multiple users can edit, comment, or build dashboards simultaneously. |
. | No information available |
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Publish to Web/Embed Reports or dashboards can be embedded in other web applications or portals. |
. | No information available |
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Version Control Track changes and manage multiple versions of reports or dashboards. |
. | No information available |
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Email Distribution Automated or ad hoc distribution of reports via email. |
. | No information available |
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User Activity Logs Tracks viewing, editing, and sharing activity for collaboration oversight. |
. | No information available |
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Approval Workflows Built-in processes for reviewing and approving analytics outputs. |
. | No information available |
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Max Simultaneous Editors Maximum number of users who can actively work on the same dashboard or report. |
. | No information available |
Security & Compliance
(0 Yes /0 Known /9 Possible features)
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Encryption In-Transit Protects data transfers from source to tool via strong cryptography. |
. | No information available |
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Encryption At-Rest Stored data is encrypted to prevent unauthorized access. |
. | No information available |
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Audit Trails Tracks all user activities for security and compliance reviews. |
. | No information available |
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Single Sign-On (SSO) Integration Integration with enterprise SSO solutions for authentication. |
. | No information available |
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SOC 2/ISO 27001 Compliance Certification for industry security best practices. |
. | No information available |
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Granular Permission Settings Allow custom, fine-grained control over user and group permissions. |
. | No information available |
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Data Masking Ability to obscure sensitive data within the analytics environment. |
. | No information available |
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GDPR/CCPA Support Features to help comply with data privacy regulations. |
. | No information available |
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Password Policy Management Admin controls over password complexity and expiration across accounts. |
. | No information available |
Scalability & Performance
(0 Yes /0 Known /7 Possible features)
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Concurrent User Support Maximum number of users who can use the product at once without performance degradation. |
. | No information available |
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Data Volume Handling Total volume of data that the tool can store or process efficiently. |
. | No information available |
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Average Query Response Time The typical time from request to response for user queries. |
. | No information available |
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Elastic Cloud Resources Ability to scale compute and storage resources up or down automatically. |
. | No information available |
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High Availability Built-in redundancy and failover to ensure minimal downtime. |
. | No information available |
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Disaster Recovery Capabilities for automated backups and restoring operations in event of failure. |
. | No information available |
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Processing Throughput Maximum rate of data processed per minute. |
. | No information available |
Advanced Analytics & AI
(0 Yes /0 Known /9 Possible features)
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Pre-built Statistical Functions Range of built-in statistical and mathematical functions (e.g., regression, clustering, forecasting). |
. | No information available |
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Integration with ML Frameworks Ability to import/export models or call out to platforms like Python/R/TensorFlow. |
. | No information available |
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Predictive Analytics Workflows Tooling for business users to set up and run predictive models. |
. | No information available |
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Anomaly Detection Automated identification and flagging of unusual patterns or outliers. |
. | No information available |
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Natural Language Generation (NLG) Automatic narrative summaries of trends and key findings in simple language. |
. | No information available |
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Scenario Analysis Simulate and compare alternative business or risk scenarios. |
. | No information available |
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Custom Script Support Ability to add custom Python, R, or SQL code for advanced analytics. |
. | No information available |
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Model Versioning Track and compare multiple iterations of predictive models. |
. | No information available |
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Max Model Size Maximum size of a deployed machine learning model. |
. | No information available |
Deployment & Architecture
(0 Yes /0 Known /8 Possible features)
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SaaS/Cloud Deployment Available as a cloud-based application delivered over the internet. |
. | No information available |
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On-premise Deployment Ability to install and operate within customer-controlled infrastructure. |
. | No information available |
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Hybrid Deployment Supports both on-premise and cloud deployment options in parallel. |
. | No information available |
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Multi-Tenant Support Ability to serve multiple clients or business units from a single instance. |
. | No information available |
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API-first Architecture Designed with robust, documented APIs for integration and extension. |
. | No information available |
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Containerization Support Supports deployment using containers such as Docker or Kubernetes. |
. | No information available |
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Single Instance Uptime Guaranteed level of uptime for the main analytics environment. |
. | No information available |
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Disaster Recovery RTO Recovery time objective in minutes for disaster recovery scenarios. |
. | No information available |
Support & Community
(0 Yes /0 Known /7 Possible features)
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24/7 Customer Support Around-the-clock support via phone, chat, or email. |
. | No information available |
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Dedicated Account Manager Assigned contact-person for business partnership management. |
. | No information available |
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In-product Help Embedded context-sensitive help and documentation. |
. | No information available |
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Online Knowledge Base Public or private web resource for product documentation and best practices. |
. | No information available |
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User Community Forum An online community where users can ask questions and share tips. |
. | No information available |
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Training & Certification Formal training tracks and product certification programs. |
. | No information available |
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Time to Initial Response Guaranteed maximum delay before first contact from support. |
. | No information available |
Cost & Licensing
(0 Yes /0 Known /6 Possible features)
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Transparent Pricing Clear and accessible information about all product costs. |
. | No information available |
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Flexible Licensing Options Multiple ways to purchase or license the product (e.g., subscription, per-user, enterprise). |
. | No information available |
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Tiered Feature Packages Product features bundled into different price points or packages. |
. | No information available |
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Free Trial Availability Users can evaluate the product without immediate payment. |
. | No information available |
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Pay-as-you-go Metering Usage-based billing options for flexible scaling. |
. | No information available |
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Minimum Contract Term Shortest contract commitment available. |
. | No information available |
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