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MicroStrategy Financial Services Analytics from MicroStrategy
An enterprise analytics platform designed for financial performance management with interactive dashboards, automated reporting, and mobile analytics. Features include banking-specific KPIs, customer profitability analysis, and branch performance analytics.
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.
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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). |
MicroStrategy supports connectivity to a wide variety of data sources including core banking, CRM, ERP, and external data, as stated in platform documentation. | |
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Real-time Data Ingestion Capability to ingest data as it is generated or updated, supporting up-to-the-minute analytics. |
Real-time data ingestion is supported – MicroStrategy advertises real-time dashboards and data streaming. | |
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Batch Data Processing Support Supports scheduled or on-demand data batch processing up to set intervals. |
Batch processing supported through scheduled ETL and report automation workflows. | |
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Data Cleansing Tools Automated features for detecting, correcting, and standardizing raw banking data. |
Data cleansing is available via built-in transformation tools during data preparation and load. | |
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ETL (Extract, Transform, Load) Customization Allows custom ETL workflows to match bank’s business rules and requirements. |
Customizable ETL pipelines supported; platform features bespoke data preparation capabilities. | |
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API Integrations Availability of APIs for direct data connections with third-party applications. |
Robust API ecosystem for integration with third-party applications is widely advertised. | |
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Data Mapping Flexibility Ability to map and reconcile fields from different systems to unified analytics data models. |
Data mapping and field reconciliation supported via semantic graph/data model. | |
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Change Data Capture (CDC) Supports tracking and applying only changed data for efficiency. |
No information available | |
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Support for Unstructured Data Ability to process and analyze unstructured data (e.g., documents, emails). |
Platform supports unstructured data analytics (documents, text analytics, etc.), as highlighted in product solutions. | |
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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
(8 Yes /8 Known /10 Possible features)
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Profit and Loss Reporting Produces automated and customizable P&L statements. |
Automated and customizable Profit & Loss reporting is a key MicroStrategy financial analytics offering. | |
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Balance Sheet Analysis Facilitates detailed review of assets, liabilities, and equity over time. |
Balance sheet analysis is available; the platform supports customizable financial statement analytics. | |
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Net Interest Margin Analysis Calculates and monitors net interest margins for lending operations. |
No information available | |
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Loan Performance Tracking Analyses metrics such as loan origination, repayment, delinquencies, NPL ratios. |
Loan performance and portfolio analytics are cited in MicroStrategy solution briefs for banking. | |
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Revenue Attribution Traces sources of revenue to business units, products, or geographies. |
Supports revenue attribution analytics by business unit or product, as seen in financial dashboards. | |
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Expense Analysis by Category Breaks down and visualizes cost structures and operational expenses. |
Expense analysis and cost breakdowns are highlighted in product demo dashboards. | |
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Liquidity Analytics Monitors liquidity coverage, available funds, and cash flow projections. |
Liquidity and cash flow analytics supported through banking KPIs and financial dashboards. | |
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KPI Definition & Tracking Customizable calculation and monitoring of key performance indicators. |
Platform supports customizable KPIs and ongoing performance tracking. | |
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Scenario & What-if Analysis Allows users to model financial performance under hypothetical scenarios. |
What-if and scenario modeling available; embedded analytics functions allow for scenario analysis. | |
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Forecast Accuracy Measures the accuracy of built-in financial and risk forecasts. |
No information available |
Advanced Analytics and AI
(7 Yes /7 Known /8 Possible features)
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Predictive Analytics Uses statistical modeling to forecast future financial trends or risks. |
Product supports predictive analytics and statistical forecasting for trends and risks. | |
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Anomaly Detection Detects aberrant financial behavior that may require investigation (e.g., fraud, misstatements). |
Anomaly and outlier detection available via AI and machine learning modules. | |
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Customer Segmentation Identifies customer cohorts based on behaviors, demographics, or profitability. |
Customer segmentation by behavior, demographics and profitability is part of the analytics suite. | |
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Churn Prediction Predicts likelihood of customer attrition using historical data. |
No information available | |
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Automated Insights Generation System generates plain-language summaries of key financial analytics findings. |
Automated insights are available; platform delivers narrative and recommendations on analytics findings. | |
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Model Explainability Provides transparency into machine learning model outputs. |
Explainable AI functions are supported for clarity on model-driven insights. | |
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Self-service ML Model Building Empowers analysts to build, train, and deploy machine learning models without coding. |
Self-service ML (machine-learning) modules for data analysts are supported by platform add-ons. | |
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Time Series Forecasting Supports statistical or ML-based forecasting of financial time series. |
Supports time series forecasting via visualization and modeling tools. |
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. |
Dashboards are customizable for user and business segment and extensively demoed on product pages. | |
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Drag-and-drop Visualization Builder Allows creation of visualizations without coding. |
Drag-and-drop dashboard builder and visualization tools are a core advertised MicroStrategy feature. | |
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Pre-built Templates for Banking KPIs Includes banking-specific dashboard layouts and widgets. |
Pre-built templates for common financial KPIs are cited in financial services solution content. | |
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Mobile-optimized Dashboards Ensures dashboards are accessible and usable on smartphones and tablets. |
Mobile-optimized dashboards and analytics apps are highlighted in platform marketing and documentation. | |
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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 demonstrated in most dashboard product videos. | |
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Scheduled Reporting Enables automatic distribution of reports/dashboards at set intervals. |
Scheduled and automated report delivery available in core product features. | |
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Real-time Visual Updates Dashboards refresh automatically as underlying data changes. |
Real-time data refresh and automatic updating visualizations are standard. | |
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Export to PDF/Excel/CSV Formats Ability to export dashboards and reports for offline analysis. |
Export to PDF/Excel/CSV supported by default for all reports and dashboards. | |
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Embedded Analytics Allows analytics modules to be embedded into third-party applications (e.g., intranets). |
Embedded analytics via iFrames, API, and SDK are core capabilities for partner and internal portals. |
Audit, Compliance & Regulatory
(7 Yes /7 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 templates for FINREP, COREP, Basel, and similar regimes are supported via partner and direct solutions. | |
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Audit Trail Support Tracks all data transformations, accesses, and changes for audit purposes. |
Comprehensive audit trails and data access/change logs are provided for compliance. | |
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Role-based Access Controls Enables granular permission management according to user roles and compliance needs. |
Role-based access controls are fundamental to MicroStrategy's enterprise product. | |
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Data Retention Policy Enforcement Automatically enforces bank-mandated data retention and deletion rules. |
Supports automated data retention and deletion per governance requirements. | |
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Secure Data Masking Sensitive data can be masked for privacy and access control. |
Data masking for sensitive fields is a platform option for PII and privacy compliance. | |
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Change Logging Logs all alterations to reports, analytics, and underlying data. |
Logs all changes to the analytics layer, underlying data and reports; supports auditing. | |
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GDPR and Data Privacy Support Features to ensure compliance with data privacy regulations. |
GDPR/privacy compliance features available and regularly updated as per EU/US standards. |
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 collaboration is supported at all license levels. | |
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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 project workspaces are supported for teams, both for dashboarding and data management. | |
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In-application Comments and Discussion Ability to annotate reports or dashboards for collaborative review. |
In-application comments/discussion are embedded in dashboards as collaboration features. | |
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Task Assignments and Notifications Feature for assigning analytical review or approvals to specific users. |
Task assignment and notification features included in workflow modules. | |
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User Management APIs APIs to integrate or synchronize user access with other bank systems (e.g., Active Directory). |
User Management APIs available for directory synchronization (Active Directory, etc.). | |
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Single Sign-On (SSO) Support Integrates with corporate authentication systems for streamlined access. |
SSO (Single Sign-On) integration is standard for enterprise clients. |
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. |
Cloud solution offers elastic scalability for compute and storage; adjusts resources based on load. | |
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Distributed Processing Supports parallel, distributed computation for large data workloads. |
Distributed/parallel processing with cluster and multi-node support available for large data. | |
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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 (at rest and in-transit) available as standard for cloud and on-premises. | |
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Multi-factor Authentication (MFA) Supports two-step verification and other MFA protocols. |
Multi-factor authentication is supported in enterprise edition and cloud setup. | |
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Activity Monitoring & Alerts Logs user activities and sends alerts on potentially suspicious actions. |
Supports user monitoring, alerting and security event logging out-of-the-box. | |
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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. |
Holds SOC 2 and similar compliance certifications; detailed in compliance documentation. |
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. |
Cloud, on-premises, and hybrid deployments all supported according to product page. | |
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Integration with Existing BI Tools Supports interoperability with established business intelligence platforms. |
Integrates with major BI tools including Tableau, Power BI, etc., per technical documentation. | |
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Custom Connectors Supplies or supports development of connectors to legacy or niche banking systems. |
Custom connector development toolkits are available for legacy and niche banking platforms. | |
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Open API Support Provides APIs for programmatic access to functions and analytics. |
Open API support through REST/SOAP APIs for programmatic access to data and analytics. | |
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Containerization Support Compatible with Docker/Kubernetes-style deployments for portability. |
Containerized deployments (Docker, Kubernetes) supported for advanced IT requirements. | |
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Automated Upgrade Mechanisms Allows seamless updates with minimal user disruption. |
Automated update and patching system available, especially for cloud customers. |
Support, Training & Documentation
(5 Yes /5 Known /6 Possible features)
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24/7 Customer Support Availability Around-the-clock technical assistance for banks. |
24/7 global customer support is referenced in all product service descriptions. | |
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Dedicated Account Manager Appoints a dedicated representative for large or strategic clients. |
No information available | |
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Comprehensive User Documentation Rich, regularly updated manuals and knowledge bases. |
Extensive official documentation and regular updates, as cited in knowledgebase and support portal. | |
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Online Training Modules On-demand video or interactive training for bank staff. |
Online video courses and interactive training modules provided through MicroStrategy Education. | |
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User Community Forum Active user community/support forum for product knowledge sharing. |
Strong user community and open forums hosted and referenced on vendor's website. | |
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Custom Training Workshops Tailored, live training sessions delivered by vendor experts. |
Custom live training also available via professional services per MicroStrategy training page. |
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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. |
MicroStrategy supports connecting to multiple databases, files, REST APIs, and cloud applications, as shown in their technical documentation and product integrations list. | |
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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.* No mention of native out-of-the-box core banking system (e.g., Temenos, Finacle, FIS) connectors in public documentation or solution briefs. | |
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Real-Time Data Synchronization Support for real-time data updates and streaming ingestion. |
Real-time data streaming and direct data update support advertised for event-driven dashboards and notifications. | |
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ETL/ELT Support Built-in Extract, Transform, Load/Extract, Load, Transform processes for preparing data. |
ETL/ELT capabilities are included via native tools as well as third-party connectors (e.g., Informatica, Talend, DataStage integrations). | |
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Data Blending Allow combining data from multiple sources for unified analysis. |
Product allows joining and blending data from multiple sources within dashboards, as per analytics workbook and documentation. | |
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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. |
MicroStrategy supports SDKs and custom connectors/extensions, as detailed in the developer documentation. | |
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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. |
Scheduling for data refresh is a core feature for both datasets and report generation workflows. | |
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On-premises and Cloud Connectivity Supports both on-premises and cloud-hosted data connections. |
MicroStrategy can be deployed both on-premises and in public/private clouds as demonstrated in deployment documentation. |
Data Governance & Security
(9 Yes /9 Known /11 Possible features)
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Role-Based Access Control (RBAC) Allow fine-grained user access management based on roles. |
Role-based access control is detailed in the platform's user admin guide. | |
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Data Encryption at Rest/In Transit Encrypts all sensitive data during storage and transmission. |
Encryption at rest and in transit is described in the product's security whitepapers. | |
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Audit Logging Records all user activity for compliance and traceability. |
Audit logging is mentioned as part of governance and compliance features. | |
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GDPR/CCPA Compliance Built-in features to comply with privacy regulations. |
GDPR/CCPA support mentioned in compliance documentation, with data governance controls available. | |
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Data Lineage Tracking Ability to trace the origin and transformation history of data. |
Data lineage and transformation tracking described in MicroStrategy governance features. | |
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PII Data Masking Automatically masks sensitive personally identifiable information. |
Supports PII masking and redaction as part of data governance suite. | |
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Single Sign-On (SSO) Integration with enterprise authentication (e.g., SAML, LDAP, Active Directory). |
Single sign-on with SAML, LDAP, and Active Directory is a supported authentication method. | |
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Multi-factor Authentication (MFA) Requires extra layer of security for platform access. |
Multi-factor authentication supported through integration with external identity providers. | |
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Retention Policy Management Automated controls for enforcing data retention/deletion policies. |
No information available | |
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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. |
Automated compliance reporting is available through configurable report templates. |
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 highlighted as a product core capability on the product page. | |
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Ad Hoc Reporting Ability for users to create custom reports on demand. |
End users can create ad hoc queries and visualizations. | |
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Scheduled & Automated Reporting Support for automatic, timed report generation and delivery. |
Automated and scheduled reporting workflows included per feature documentation. | |
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Interactive Dashboards Customizable dashboards with interactive filters and drill-downs. |
Interactive dashboards with filtering, drill-downs, and customization available. | |
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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 available for branch and performance analytics modules. | |
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KPI Tracking Preset and custom banking KPIs (e.g., NIM, RoE, LCR). |
Banking KPIs (incl. NIM, RoE, etc.) are configurable and available as out-of-the-box templates. | |
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Drill-through Analysis Ability to click through summary data down to transaction detail. |
Drill-through from summary to transaction/detail is a key analytics feature. | |
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Embedded Analytics Can embed reports/charts in other banking applications or portals. |
Can embed dashboards and charts in external portals via iframes, SDK or web components. | |
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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. |
Product supports conditional alerting for KPIs and event notifications. |
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. |
Data scientists can connect Python notebooks, per developer extensions. | |
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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
(8 Yes /8 Known /10 Possible features)
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In-platform Commenting Users can comment/tag colleagues on reports/dashboards. |
In-dashboard commenting and tagging are part of collaborative analytics suite. | |
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Role-based Content Sharing Granular controls for sharing analytics content with specific users/groups. |
Role-based content sharing is a feature of workspace-based sharing. | |
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Version Control Track versions and changes to dashboards or data models. |
Version control for dashboards and data models is provided (content history/audit logs). | |
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Notification System Alerts users with updates or shared content. |
Notification system notifies users of report delivery, collaboration, data refresh, etc. | |
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Export/Publish to External Channels Publish insights/reports to email, portals, or business apps. |
Can distribute to email, portals, and external apps. | |
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Collaboration Workspace Shared spaces for cross-team analytics project work. |
Workspaces allow collaboration and shared projects among teams. | |
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Audit Trail on Shared Assets Tracks who accesses or modifies shared analytics assets. |
Audit trails on shared assets are provided through content management and access logs. | |
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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. |
No information available | |
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Integration with Corporate Communication Tools Slack, Teams, or email integration for sharing notifications. |
Integration with Microsoft Teams, Slack, and email is documented for notifications and collaborative alerts. |
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. |
Elastic scaling is achieved via cloud-native deployment using AWS, Azure, or Google Cloud Platform. | |
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Cloud-native Architecture Built to run natively on cloud platforms for maximum scale. |
Platform offers cloud-native deployment architectures. | |
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High Availability Redundancy and failover support for mission-critical analytics. |
High availability described in whitepapers; leverages cloud and clustering for redundancy. | |
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Data Partitioning Support for dividing data sets for distributed processing. |
Supports partitioning for distributed compute, as detailed in technical specs. | |
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Multi-tenancy Single platform instance supports multiple organizations/business units securely. |
Multi-tenancy offered, supports multiple secure environments in one deployment. | |
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Distributed Computing Support Harnesses cluster computing for faster processing. |
Distributed computing enabled for compute-intensive workloads in large-scale deployments. | |
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Workload Isolation Separates analytic workloads (e.g., test vs. production). |
Enables workload isolation for production, staging, and testing. |
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. |
No-code and low-code analytics authoring widely promoted in product marketing and documentation. | |
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Mobile Accessibility Analytics accessible on mobile devices (responsive web or app). |
Mobile app is available; dashboards are responsive for mobile access. | |
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Customizable Dashboards Users can tailor dashboards to their preferences. |
Dashboards are user-customizable as a prominent selling point. | |
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Personalized Analytics Platform adapts to users’ roles, preferences, or historical behavior. |
User-level personalization (recommendations, layouts) supported, especially for business users. | |
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Onboarding & Guided Tutorials In-app guidance and training to speed up user adoption. |
In-app guided onboarding and training wizards are available. | |
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Accessibility Compliance (WCAG) Meets standards for users with disabilities. |
States compliance with WCAG accessibility standards in product documentation. | |
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Multi-language Support Platform available in user’s preferred language. |
Supports multiple UI languages (documentation includes English, Spanish, French, others). | |
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Feedback/Support Widgets In-platform mechanism to contact support or send feedback. |
Feedback and support widgets are embedded in the platform interface. | |
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Custom Theme Support Ability to configure platform colors, fonts, and layout. |
Custom themes/styles supported via admin and developer interfaces. | |
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User Satisfaction Score Aggregate user feedback regarding usability. |
No information available |
Deployment & IT Management
(7 Yes /7 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. |
Automatic updates available for cloud deployment; manual for on-premises per admin guidance. | |
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Containerization Support Deployable using containers (e.g., Docker, Kubernetes). |
Supports containerized deployment via Docker and Kubernetes. | |
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API Access for Administration Admin controls can be automated via API. |
API-based administration is available for automation and scripting purposes. | |
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Backup & Disaster Recovery Automated backups and recovery testing features. |
Backup and disaster recovery frameworks detailed in the admin manual. | |
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Custom Domain & Branding Banks can apply their logo, business domain, and UI colors. |
Supports custom domains, branding, and white-labeling options. | |
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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. |
Separate environments for development, staging, production are supported. | |
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Automated User Provisioning Integrates with HR or IT systems for onboarding/offboarding. |
Automated user provisioning via SAML/SCIM and integration with IT directories. | |
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Change Management Tools Integrated tools for managing platform changes and rollback. |
No information available |
Integration & Extensibility
(6 Yes /6 Known /10 Possible features)
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Open APIs Well-documented APIs for pushing/pulling data and metadata. |
Product offers comprehensive, well-documented open APIs (REST, Java, Python). | |
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SDKs and Developer Tools Software development kits in major programming languages. |
SDKs for Java, Python, and .NET are available for developers. | |
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Marketplace for Add-ons Ecosystem for third-party or in-house extensions. |
No information available | |
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Web Hooks/Event Triggers Can respond to platform or data events for integration. |
Webhooks/event triggers supported (BI event system, per developer FAQs). | |
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Custom Widget Support Ability to add bespoke visual components to dashboards. |
Custom widgets/components supported via SDK and embedding. | |
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Integration with BI/Analytics Standards Support for OData, JDBC, ODBC, or other analytics standards. |
Supports industry-standard BI/Analytics connectors (ODBC, JDBC, OData). | |
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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. |
Data federation is supported; can query across disparate sources in a unified way. |
Compliance & Regulatory Support
(1 Yes /1 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. |
No information available | |
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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. |
No information available | |
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Localization (Jurisdiction Support) Ability to adapt to various legal/accounting frameworks. |
No information available | |
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e-Signature Support Digitally sign regulatory reports as per local frameworks. |
No information available | |
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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. |
No information available | |
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Data Residency Controls Configure where banking data is stored/processed geographically. |
Allows configuration of geographic data residency for compliance. | |
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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. |
24/7 support available for enterprise edition clients. | |
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Dedicated Banking CSM Customer Success Manager specialized in banking analytics. |
Dedicated financial services CSMs available per services catalog. | |
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Vendor Response Time Average time to first contact from support. |
No information available | |
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Certified Training Programs Official learning tracks for business and technical users. |
Certified training programs offered via MicroStrategy Education and partner programs. | |
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On-Demand Knowledge Base Extensive, searchable database of help articles and FAQs. |
On-demand searchable knowledge base is available online. | |
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Community Forums User-to-user forums for troubleshooting and ideas. |
Active community forums provided for self-serve support and ideas. | |
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Implementation Accelerators Templates/frameworks to speed initial implementation. |
Implementation accelerators/templates are available for common financial analytics use cases. | |
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Service Management Portal Online management of support tickets and SLAs. |
Service portal available to manage tickets, monitor SLAs, and track support. | |
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Third-party Implementation Partner Ecosystem Availability of certified partners for platform rollout. |
Partner network for solution deployment is listed on MicroStrategy’s partner directory. | |
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Account Health Reviews Regular check-ins and performance reviews by the vendor. |
Account health reviews (business reviews, adoption analysis) included for enterprise clients. |
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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 |
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Custom Data Connectors Ability to create or configure custom connectors to proprietary systems. |
. | No information available |
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Data Blending & Merging Combines data from multiple sources into unified visualizations. |
. | No information available |
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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 |
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On-premises Data Integration Supports secure integration with local, on-premises databases. |
. | No information available |
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Data Import/Export Formats Allows import/export in multiple formats (CSV, Excel, JSON, XML, etc.) |
. | No information available |
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Data Pre-processing Capabilities Offers built-in tools for filtering, cleansing, or preprocessing imported data. |
. | No information available |
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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)
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Variety of Visualizations Support for charts, graphs, maps, tables, gauges, and custom visuals. |
. | No information available |
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Custom Visualization Development Ability to design and build custom visual components. |
. | No information available |
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Drag-and-drop Designer Offers drag-and-drop functionality for building dashboards easily. |
. | No information available |
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Dashboard Templates Availability of configurable templates for insurance metrics and workflows. |
. | No information available |
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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 |
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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)
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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 |
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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 |
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Maximum Number of Active Alerts Limit on simultaneously configured automated alerts. |
. | No information available |
Advanced Analytics & Insights
(0 Yes /0 Known /8 Possible features)
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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
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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 |
|
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 |
|
Data Transformation Functions Pre-built operations for joining, pivoting, aggregating, and formatting data. |
. | No information available |
|
Calculated Columns/Fields Allows users to create new fields based on formulas or logic. |
. | No information available |
|
Self-service Data Modeling Enables users to define relationships and hierarchies without IT involvement. |
. | No information available |
|
Data Lineage Tracking Tracks data flows and transformations from source to report. |
. | No information available |
|
Data Quality Indicators Displays data validity, freshness, and completeness to the end-user. |
. | No information available |
|
Ingestion Throughput Maximum volume of data that can be ingested per hour. |
. | No information available |
|
Undo/Redo Data Changes Support for rolling back or reapplying data preparation steps. |
. | No information available |
|
Data Retention Settings Ability to set policies for how long data is stored within the tool. |
. | No information available |
|
Metadata Management Tools for managing data dictionaries, tagging, and field descriptions. |
. | No information available |
Analytics & Reporting Capabilities
(0 Yes /0 Known /11 Possible features)
|
Wide Range of Visualization Types Variety of chart types, maps, and custom visualization options. |
. | No information available |
|
Ad Hoc Query/Analysis Users can construct and modify queries on the fly without IT help. |
. | No information available |
|
Automated Insights/Recommendations Tool proactively surfaces trends and anomalies. |
. | No information available |
|
Drill-down/Drill-through Ability to navigate from summary-level data to granular transaction details. |
. | No information available |
|
Time Series Analysis Specialized support for analyzing trends over time. |
. | No information available |
|
Comparative Analysis Easily compare multiple data sets, cohorts, or time periods. |
. | No information available |
|
Pivot Tables Dynamic summarization and reorganization of data in table form. |
. | No information available |
|
Scheduled Reports Ability to automate report generation and distribution at set intervals. |
. | No information available |
|
Maximum Report Size The limit on the number of rows or fields that can be included in a report. |
. | No information available |
|
Export Formats Supported Variety of available formats for exporting reports, such as PDF, Excel, CSV. |
. | No information available |
|
Geospatial/Map Analytics Support for spatial data and map-based visualization. |
. | No information available |
Collaboration & Sharing
(0 Yes /0 Known /9 Possible features)
|
Report & Dashboard Sharing Users can share their work directly with others inside or outside the organization. |
. | No information available |
|
Annotations & Comments Ability to add context and notes directly onto reports and visuals. |
. | No information available |
|
Real-time Collaboration Multiple users can edit, comment, or build dashboards simultaneously. |
. | No information available |
|
Publish to Web/Embed Reports or dashboards can be embedded in other web applications or portals. |
. | No information available |
|
Version Control Track changes and manage multiple versions of reports or dashboards. |
. | No information available |
|
Email Distribution Automated or ad hoc distribution of reports via email. |
. | No information available |
|
User Activity Logs Tracks viewing, editing, and sharing activity for collaboration oversight. |
. | No information available |
|
Approval Workflows Built-in processes for reviewing and approving analytics outputs. |
. | No information available |
|
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)
|
Encryption In-Transit Protects data transfers from source to tool via strong cryptography. |
. | No information available |
|
Encryption At-Rest Stored data is encrypted to prevent unauthorized access. |
. | No information available |
|
Audit Trails Tracks all user activities for security and compliance reviews. |
. | No information available |
|
Single Sign-On (SSO) Integration Integration with enterprise SSO solutions for authentication. |
. | No information available |
|
SOC 2/ISO 27001 Compliance Certification for industry security best practices. |
. | No information available |
|
Granular Permission Settings Allow custom, fine-grained control over user and group permissions. |
. | No information available |
|
Data Masking Ability to obscure sensitive data within the analytics environment. |
. | No information available |
|
GDPR/CCPA Support Features to help comply with data privacy regulations. |
. | No information available |
|
Password Policy Management Admin controls over password complexity and expiration across accounts. |
. | No information available |
Scalability & Performance
(0 Yes /0 Known /7 Possible features)
|
Concurrent User Support Maximum number of users who can use the product at once without performance degradation. |
. | No information available |
|
Data Volume Handling Total volume of data that the tool can store or process efficiently. |
. | No information available |
|
Average Query Response Time The typical time from request to response for user queries. |
. | No information available |
|
Elastic Cloud Resources Ability to scale compute and storage resources up or down automatically. |
. | No information available |
|
High Availability Built-in redundancy and failover to ensure minimal downtime. |
. | No information available |
|
Disaster Recovery Capabilities for automated backups and restoring operations in event of failure. |
. | No information available |
|
Processing Throughput Maximum rate of data processed per minute. |
. | No information available |
Advanced Analytics & AI
(0 Yes /0 Known /9 Possible features)
|
Pre-built Statistical Functions Range of built-in statistical and mathematical functions (e.g., regression, clustering, forecasting). |
. | No information available |
|
Integration with ML Frameworks Ability to import/export models or call out to platforms like Python/R/TensorFlow. |
. | No information available |
|
Predictive Analytics Workflows Tooling for business users to set up and run predictive models. |
. | No information available |
|
Anomaly Detection Automated identification and flagging of unusual patterns or outliers. |
. | No information available |
|
Natural Language Generation (NLG) Automatic narrative summaries of trends and key findings in simple language. |
. | No information available |
|
Scenario Analysis Simulate and compare alternative business or risk scenarios. |
. | No information available |
|
Custom Script Support Ability to add custom Python, R, or SQL code for advanced analytics. |
. | No information available |
|
Model Versioning Track and compare multiple iterations of predictive models. |
. | No information available |
|
Max Model Size Maximum size of a deployed machine learning model. |
. | No information available |
Deployment & Architecture
(0 Yes /0 Known /8 Possible features)
|
SaaS/Cloud Deployment Available as a cloud-based application delivered over the internet. |
. | No information available |
|
On-premise Deployment Ability to install and operate within customer-controlled infrastructure. |
. | No information available |
|
Hybrid Deployment Supports both on-premise and cloud deployment options in parallel. |
. | No information available |
|
Multi-Tenant Support Ability to serve multiple clients or business units from a single instance. |
. | No information available |
|
API-first Architecture Designed with robust, documented APIs for integration and extension. |
. | No information available |
|
Containerization Support Supports deployment using containers such as Docker or Kubernetes. |
. | No information available |
|
Single Instance Uptime Guaranteed level of uptime for the main analytics environment. |
. | No information available |
|
Disaster Recovery RTO Recovery time objective in minutes for disaster recovery scenarios. |
. | No information available |
Support & Community
(0 Yes /0 Known /7 Possible features)
|
24/7 Customer Support Around-the-clock support via phone, chat, or email. |
. | No information available |
|
Dedicated Account Manager Assigned contact-person for business partnership management. |
. | No information available |
|
In-product Help Embedded context-sensitive help and documentation. |
. | No information available |
|
Online Knowledge Base Public or private web resource for product documentation and best practices. |
. | No information available |
|
User Community Forum An online community where users can ask questions and share tips. |
. | No information available |
|
Training & Certification Formal training tracks and product certification programs. |
. | No information available |
|
Time to Initial Response Guaranteed maximum delay before first contact from support. |
. | No information available |
Cost & Licensing
(0 Yes /0 Known /6 Possible features)
|
Transparent Pricing Clear and accessible information about all product costs. |
. | No information available |
|
Flexible Licensing Options Multiple ways to purchase or license the product (e.g., subscription, per-user, enterprise). |
. | No information available |
|
Tiered Feature Packages Product features bundled into different price points or packages. |
. | No information available |
|
Free Trial Availability Users can evaluate the product without immediate payment. |
. | No information available |
|
Pay-as-you-go Metering Usage-based billing options for flexible scaling. |
. | No information available |
|
Minimum Contract Term Shortest contract commitment available. |
. | No information available |
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