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Semarchy xDM from Semarchy
An intelligent data hub that unifies master data, reference data, metadata, and data quality capabilities. For fund managers, it provides golden record creation, data governance workflows, and compliance tracking to ensure accurate client, product, and investment data.
Product analysis by function
Data Quality & Governance Tools for Data Management
Software that monitors, measures, and improves data quality through validation rules, exception handling, lineage tracking, and governance workflows to ensure accurate and reliable information.
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Data Quality Monitoring
(9 Yes /9 Known /12 Possible features)
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Automated Data Validation Runs predefined validation rules to identify errors or inconsistencies in imported or generated data. |
Semarchy xDM includes data quality management with automated validation rules to ensure golden record creation and accurate data. | |
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Real-Time Data Quality Dashboard Provides a live, visual overview of data quality metrics such as error rates and completeness. |
Semarchy gDM provides dashboards for tracking data quality metrics in real time as part of its monitoring suite. | |
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Error Rate Tracks the percentage of data records containing validation errors. |
No information available | |
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Completeness Score Measures how many of the required data fields are populated and valid. |
No information available | |
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Duplicate Detection Identifies and alerts on instances of duplicate data records. |
Semarchy xDM identifies and merges duplicates during golden record creation, supporting duplicate detection. | |
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Data Consistency Checks Ensures internal data consistency by cross-verifying related fields or records. |
Data consistency checks are part of Semarchy's core validation and matching logic for unified/curated data. | |
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Anomaly Detection Detects unusual patterns in data that might indicate errors or fraud. |
Anomaly detection, both rule-based and AI-driven, is supported within Semarchy's data quality features. | |
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Outlier Identification Flags data points that differ significantly from established patterns or averages. |
Statistical outlier identification is available in profiling and advanced rule-set configuration. | |
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Customizable Quality Metrics Allows users to define and track bespoke data quality metrics. |
Users can define custom data quality metrics as part of Semarchy's configurable rule engine. | |
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Data Profiling Generates summaries, statistics, and key characteristics about datasets to inform quality improvement. |
Data profiling—the system builds statistics, summaries, and identifies issues at load-time and ongoing. | |
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Automated Notifications Sends alerts to users or administrators when data quality thresholds are breached. |
Can trigger notifications on rule violations or threshold breaches via integrated workflow engine. | |
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Frequency of Data Quality Assessment Specifies how often data quality checks are performed. |
No information available |
Validation & Exception Handling
(8 Yes /8 Known /11 Possible features)
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Custom Validation Rule Engine Supports the creation of tailored validation rules for different data entities and workflows. |
Custom validation rules are a fundamental capability with a visual designer for advanced rule creation. | |
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Rule Library Includes a library of standard financial and regulatory data validation rules. |
Semarchy ships with a library of best-practice and regulatory validation rules ranging from generic to industry-specific. | |
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Rule Complexity Support Maximum number of conditions per validation rule. |
No information available | |
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Bulk Exception Capture Identifies and logs groups of related exceptions in a single batch process. |
Bulk/batch exception logging is supported as part of data processing and error management. | |
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Exception Workflow Routing Routes exceptions to relevant personnel or teams based on predefined criteria. |
Workflow routing for exceptions is configurable for data stewards and teams in Semarchy. | |
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Audit Trail for Exceptions Maintains a record of exception investigations, actions taken, and outcomes. |
Audit trails for data changes and exception handling are built-in and fully queryable. | |
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Automated Exception Resolution Suggestions Recommends possible fixes for certain event types based on historical data. |
Resolution suggestions can be automated via rule scripting and workflow based on historic data patterns. | |
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SLA Tracking for Exception Resolution Monitors and reports adherence to service-level agreements for resolving exceptions. |
No information available | |
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Exception Closure Time Average time taken to close data exceptions. |
No information available | |
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Role-Based Exception Approval Requires specified roles or hierarchies to approve exception resolutions. |
Role-based approval for exception and data changes is configurable through workflow designer. | |
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Exception Severity Classification Allows categorization of exceptions by criticality, informing prioritization and reporting. |
Exception severity classification is part of exception management and reporting. |
Data Lineage & Traceability
(9 Yes /9 Known /10 Possible features)
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End-to-End Lineage Visualization Displays comprehensive maps showing how data flows from source to report. |
Comprehensive end-to-end lineage visualization is a selling point feature for Semarchy xDM. | |
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Field-Level Lineage Tracking Captures lineage at the individual data element level. |
Field-level lineage tracking is supported for all mastered and governed attributes. | |
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Data Transformation Logging Records all transformation steps applied to data as it moves between systems. |
All transformation steps and mappings are logged in Semarchy metadata for traceability. | |
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Source System Documentation Catalogues originating systems for all ingested data points. |
Origins/sources of imported and mastered data are automatically catalogued. | |
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Version History Maintains records of data versions and changes over time. |
Versioning of master records and audit of changes are core governance features. | |
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Lineage Query Functionality Allows users to query lineage information by data field or process. |
Users can query lineage information directly via UI and API. | |
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Lineage Reporting Export Exports lineage maps and details in standard report formats. |
Lineage maps and data flows can be exported to standard formats. | |
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Automated Data Dependency Analysis Identifies and highlights interdependencies between datasets and processes. |
Automated data dependency analysis is available through relationship modeling. | |
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Lineage Update Frequency Frequency at which lineage maps are refreshed to reflect new data flows. |
No information available | |
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Change Impact Analysis Assesses downstream implications of changes in source or process. |
Change impact analysis is supported via relationship mapping and workflow triggers. |
Data Governance & Policy Management
(10 Yes /10 Known /10 Possible features)
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Policy Definition Engine Enables creation and enforcement of custom data policies at field, entity, and process levels. |
Policy engine is configurable to enforce data policies throughout mastering and stewardship. | |
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Data Steward Assignment Assigns ownership of specific data domains or fields to designated stewards. |
Data stewards can be assigned to domains, records, or fields in Semarchy. | |
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Role-Based Access Control (RBAC) Restricts data access based on user roles and responsibilities. |
RBAC is built in, with granular user/group permissions throughout workflows and data domains. | |
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Automated Policy Compliance Checks Monitors ongoing adherence to internal and regulatory governance requirements. |
Automated checks for policy compliance and regulatory adherence are part of data stewardship. | |
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Data Retention Scheduling Defines automated retention and destruction windows for different types of data. |
Data retention automation is configurable based on data type or policy in Semarchy. | |
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Data Classification Management Supports classification of data based on sensitivity, privacy, and regulatory criteria. |
Supports classification schemes for sensitivity, privacy, and compliance use cases. | |
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Data Masking Automatically obscures sensitive information in test, reporting, or user-specific contexts. |
Data masking is available for test, report, or interface display use cases. | |
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PII & Confidential Data Tracking Identifies and monitors personally identifiable and confidential data for compliance. |
Supports PII/confidentiality marking and monitoring for data compliance. | |
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Approval Workflow Automation Automates governance approvals for policy changes, data requests, and updates. |
Approval workflow automation is a core feature for data governance and change management. | |
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Policy Applicability Audit Logs Maintains logs of which data records or events were governed by which policies at all times. |
Audit logs show which policies were applied to each data event/change. |
Reporting & Analytics
(8 Yes /8 Known /9 Possible features)
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Pre-Built Data Quality Reports Includes standard reports on completeness, accuracy, timeliness, and other core metrics. |
Standard reports for completeness, timeliness, validity and more are part of supplied dashboards. | |
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Custom Report Builder Empowers users to design bespoke reports and dashboards tailored to fund-specific needs. |
Custom report builder is included for users to design dashboards or export analytics. | |
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Export to Multiple Formats Enables report exports to CSV, PDF, XLSX, and integration with BI platforms. |
Data can be exported in standard formats (CSV, Excel, PDF) and via integration. | |
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Report Scheduling Automates report generation and delivery on a scheduled basis. |
Can automate and schedule recurring reports/deliveries. | |
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KPI Definition & Tracking Allows organizations to create, monitor, and alert on custom KPIs related to data management. |
User-defined KPIs can be established and monitored for all key quality and compliance objectives. | |
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Visualization Tools Provides graphical representations (charts, graphs, heat maps) for data quality and governance trends. |
Charts and visualization tools are part of the analytics dashboard in Semarchy xDM. | |
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Longitudinal Analysis Tracks and displays improvement or degradation of data quality over time. |
Tracks trends in data quality over time through historical reporting. | |
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Automated Insights & Recommendations System-generated suggestions based on detected patterns or anomalies in quality metrics. |
AI-driven and rule-based recommendations surface in the UI as insights from profiling and quality analysis. | |
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Trend Analysis Report Frequency Specifies how frequently system can generate trending analytics. |
No information available |
Integration & Interoperability
(8 Yes /8 Known /9 Possible features)
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API Connectivity Supports inbound and outbound data exchange using REST, SOAP, or other standard APIs. |
API integration is supported for both data input and output using REST and other protocols. | |
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Connector Library Provides pre-built connectors for popular fund administration, trading, and regulatory systems. |
Connector library exists for key fund management and other enterprise applications. | |
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File Format Support Accepts and outputs data in multiple formats (CSV, XML, JSON, Excel, etc.). |
Data can be consumed and exported in CSV, Excel, JSON, XML and more. | |
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Automated Data Import/Export Supports unattended scheduled or trigger-driven data transfers. |
Scheduled and event-driven data imports/exports are natively supported. | |
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Data Synchronization Frequency How often system syncs data with connected platforms. |
No information available | |
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Webhooks & Event Driven Notifications Enables instant notification to other systems when data quality events occur. |
Webhooks and event notifications can be defined to alert or trigger external processes. | |
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Authentication Protocol Flexibility Supports diverse authentication protocols for secure integration (OAuth, SAML, LDAP). |
Authentication protocols include SAML, OAuth, LDAP, increasing integration flexibility. | |
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Integration Monitoring Monitors integration health and alerts for failures or slowdowns. |
Integration and API health can be monitored, with failure alerts built in. | |
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Bi-Directional Data Flow Allows both reading from and writing to external sources. |
Supports bidirectional data flows for sync with external platforms. |
Scalability & Performance
(4 Yes /4 Known /9 Possible features)
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Concurrent User Support Maximum number of users who can access the system simultaneously. |
No information available | |
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Peak Data Volume Capacity Maximum volume of data that can be processed daily without degradation. |
No information available | |
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Processing Latency Average time to process and validate an individual record. |
No information available | |
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Load Balancing Support Automated distribution of processing workload across multiple servers. |
Load balancing and scalable cloud deployment are supported, optimizing for large loads. | |
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Elastic Scaling Dynamically allocates resources based on system load. |
Elastic scaling for cloud and on-prem environments as a major feature. | |
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High Availability Ensures system is available and operational with minimal downtime. |
High availability architectures are supported by Semarchy for enterprise deployments. | |
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Disaster Recovery RPO Maximum allowable data loss in the event of a disaster (Recovery Point Objective). |
No information available | |
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Disaster Recovery RTO Time taken to restore system functionality after a disaster (Recovery Time Objective). |
No information available | |
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Scalable Cloud Deployment Supports deployment on scalable public/private cloud infrastructure. |
Multi-cloud and hybrid cloud scalability are natively supported. |
Security & Privacy
(9 Yes /9 Known /9 Possible features)
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Data Encryption At Rest Uses strong encryption to secure data stored in databases, file systems, or backups. |
Data is encrypted at rest in supported databases and storage according to Semarchy technical docs. | |
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Data Encryption In Transit Encrypts all data transmissions between systems, users, and applications. |
Encryption in transit (e.g., TLS/SSL) is supported for all connections. | |
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Multi-Factor Authentication (MFA) Requires additional authentication step for user access. |
Offers multi-factor authentication through supported IdP integration. | |
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Vulnerability Scanning Regularly scans system for known security vulnerabilities. |
Supports vulnerability scanning including patch management integrations. | |
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Intrusion Detection & Monitoring Monitors for unexpected or unauthorized activity in real-time. |
Monitors for intrusion or abnormal data activity through configured alerts. | |
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Granular Access Rights Grants or restricts user access at very fine levels of data and function. |
RBAC and fine-grained permissions are supported for data and process access. | |
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Data Breach Notification Automation Automatically alerts stakeholders in case of suspected data breach. |
Automated notification workflows are part of compliance and data breach protocol. | |
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GDPR/CCPA Support Provides controls and documentation to facilitate compliance with major privacy laws. |
Functionality and documentation for GDPR/CCPA compliance is available, including consent and PII tracking. | |
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Security Audit Logging Meticulously records all security-relevant events and access attempts. |
Audit logs record all user and system security events. |
User Experience & Usability
(7 Yes /7 Known /8 Possible features)
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Modern Web UI Presents a responsive, easy-to-navigate web interface. |
The product features a modern, responsive web interface. | |
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Role-Based Dashboards Customizes interface and workflows based on user role. |
Dashboards and user experiences are customized by user role. | |
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Self-Service Data Quality Tools Allows users to define validations, launch audits, and resolve issues without IT dependency. |
Business users can launch audits and define validations with little/no IT support. | |
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Contextual Help and Guidance Inline tool-tips, documentation, and training aids. |
Contextual help, docs, and in-app help guides are standard in Semarchy UI. | |
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Mobile Accessibility Enables core workflows and monitoring on mobile devices. |
Mobile-optimized UI available for key workflows and approvals. | |
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Workflow Customization Allows drag-and-drop or configurable business workflow design. |
Workflow visual designer allows drag-and-drop customization. | |
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Localization & Language Support Available in multiple languages to serve global teams. |
Supports localization for global clients—multiple languages can be enabled. | |
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Accessibility Compliance Meets standards (such as WCAG) for accessibility to all users. |
No information available |
Collaboration & Workflow
(8 Yes /8 Known /8 Possible features)
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Task Assignment & Tracking Assigns data governance or quality tasks to specific users and tracks completion. |
Task assignment and stewardship tracking are natively supported. | |
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In-App Messaging & Notifications Enables direct communication within the platform regarding data issues and workflows. |
In-app notifications, workflow triggers, and messaging are configurable. | |
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Collaborative Issue Resolution Allows multiple users to work jointly on resolving complex exceptions or quality problems. |
Collaborative workflows with multiple stewards resolving the same data issues. | |
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Activity Feed or Audit Trail Shows actions taken by all users for transparency and accountability. |
Full user activity feeds and audit of all stewardship actions. | |
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Workflow Automation Automates process steps such as reviews, approvals, and escalation. |
Workflow automation is central to governance and stewardship modules. | |
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Commenting on Data Records Users can leave notes or discussion threads attached to specific data items. |
Notes and comments can be attached directly to data records. | |
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Approval Chains Configurable multi-step approval flows for significant governance or data changes. |
Approval chains and multi-level workflows are configurable. | |
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Workflow Analytics Reports on efficiency, bottlenecks, and SLA adherence of governance workflows. |
Reports and visualizations on workflow efficiency are included. |
Audit & Compliance
(9 Yes /9 Known /9 Possible features)
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Comprehensive Audit Logging Systematically records all user actions, changes, and governance events. |
Comprehensive audit logs are included by default. | |
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Change Log Detail Captures before/after values for all governed data changes. |
Captures detailed change logs for all governed data modifications. | |
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Automated Compliance Reporting Generates standard compliance documents and evidence packs. |
Compliance and audit reports can be generated on demand or scheduled. | |
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Regulatory Framework Templates Includes templates mapped to major regulations (e.g., SEC, ESMA, GDPR, AIFMD). |
Templates and mappings for common financial regulations are available. | |
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Integration with External Audit Tools Enables export and API connectivity to third-party audit or compliance systems. |
External audit/connectivity is supported via API and export to audit tools. | |
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Configurable Retention of Audit Data Allows custom specification of how long to store audit trails, by data type or jurisdiction. |
Retention policies for audit data are configurable at field/type/jurisdiction granularity. | |
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Audit Query Interface Provides advanced querying of all audit records by time, user, or event. |
Advanced audit query/filtering is supported in the UI and API. | |
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Compliance Checklist Automation Runs scheduled or manual checklists to provide compliance evidence. |
Compliance checklist automation is available in audit/compliance reporting features. | |
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User Certification Workflows Collects necessary user signoffs and certifications on data and controls. |
User certification workflow for governance/data signoff is available in workflow module. |
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