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Datactics Data Quality Excellence from Datactics
A purpose-built solution for fund managers that includes data quality measurement, entity resolution, and regulatory compliance capabilities. Features include LEI matching, ISIN/CUSIP validation, and client data cleansing to support KYC, AML, and MiFID II compliance.
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.
More Data Quality & Governance Tools
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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. |
Marketing materials and documentation confirm extensive rules-driven validation of fund data, which supports automated data validation for errors and inconsistencies. | |
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Real-Time Data Quality Dashboard Provides a live, visual overview of data quality metrics such as error rates and completeness. |
Product overview references live dashboards monitoring data quality metrics (including completeness and error rates) for regulatory and operational use. | |
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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. |
Entity resolution and deduplication are specifically included to cleanse and rationalize client data. | |
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Data Consistency Checks Ensures internal data consistency by cross-verifying related fields or records. |
Cross-field and cross-record consistency checks are standard practice for regulatory and operations data quality. | |
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Anomaly Detection Detects unusual patterns in data that might indicate errors or fraud. |
Marketing info notes anomaly and outlier detection as part of fraud, error, and quality monitoring. | |
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Outlier Identification Flags data points that differ significantly from established patterns or averages. |
Product supports outlier detection as an analytical and compliance tool. | |
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Customizable Quality Metrics Allows users to define and track bespoke data quality metrics. |
Platform is designed for bespoke metric and business rule definition based on client and regulatory needs. | |
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Data Profiling Generates summaries, statistics, and key characteristics about datasets to inform quality improvement. |
Data profiling, summarization, and statistics are described as key functionality on Datactics' product pages. | |
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Automated Notifications Sends alerts to users or administrators when data quality thresholds are breached. |
Thresholds and alerts for data issues (automated notifications) are referenced in client-facing documentation. | |
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Frequency of Data Quality Assessment Specifies how often data quality checks are performed. |
No information available |
Validation & Exception Handling
(5 Yes /5 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. |
Rule customization is a key strength—vendor highlights flexible rules design for all data entities/workflows. | |
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Rule Library Includes a library of standard financial and regulatory data validation rules. |
Pre-defined libraries for standard validations including ISIN, CUSIP, LEI are included and highlighted. | |
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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 exception capture (batch handling) mentioned for financial data reconciliation and cleansing. | |
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Exception Workflow Routing Routes exceptions to relevant personnel or teams based on predefined criteria. |
Workflow routing for exceptions is described as part of the issue resolution/investigation process. | |
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Audit Trail for Exceptions Maintains a record of exception investigations, actions taken, and outcomes. |
No information available | |
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Automated Exception Resolution Suggestions Recommends possible fixes for certain event types based on historical data. |
No information available | |
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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. |
No information available | |
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Exception Severity Classification Allows categorization of exceptions by criticality, informing prioritization and reporting. |
Severity classification and workflow prioritization are referenced for audit and regulatory response actions. |
Data Lineage & Traceability
(1 Yes /1 Known /10 Possible features)
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End-to-End Lineage Visualization Displays comprehensive maps showing how data flows from source to report. |
No information available | |
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Field-Level Lineage Tracking Captures lineage at the individual data element level. |
No information available | |
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Data Transformation Logging Records all transformation steps applied to data as it moves between systems. |
Platform provides audit and tracing relating to all data transformation steps (core to audit and regulatory use cases). | |
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Source System Documentation Catalogues originating systems for all ingested data points. |
No information available | |
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Version History Maintains records of data versions and changes over time. |
No information available | |
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Lineage Query Functionality Allows users to query lineage information by data field or process. |
No information available | |
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Lineage Reporting Export Exports lineage maps and details in standard report formats. |
No information available | |
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Automated Data Dependency Analysis Identifies and highlights interdependencies between datasets and processes. |
No information available | |
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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. |
No information available |
Data Governance & Policy Management
(7 Yes /7 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. |
Described as providing robust policy definition and enforcement for sensitive and regulated data. | |
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Data Steward Assignment Assigns ownership of specific data domains or fields to designated stewards. |
Ownership and stewardship assignment capabilities referenced for regulatory accountability. | |
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Role-Based Access Control (RBAC) Restricts data access based on user roles and responsibilities. |
Solutions support role-based access to sensitive datasets and controls. | |
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Automated Policy Compliance Checks Monitors ongoing adherence to internal and regulatory governance requirements. |
No information available | |
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Data Retention Scheduling Defines automated retention and destruction windows for different types of data. |
Retention and destruction policies configurable for regulatory compliance. | |
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Data Classification Management Supports classification of data based on sensitivity, privacy, and regulatory criteria. |
Datactics platform supports classification of sensitive, PII, and regulatory fields. | |
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Data Masking Automatically obscures sensitive information in test, reporting, or user-specific contexts. |
Automatic masking/anonymization mentioned as key for test and regulatory environments. | |
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PII & Confidential Data Tracking Identifies and monitors personally identifiable and confidential data for compliance. |
Explicit mention of PII/confidential data tracking in AML, KYC, and compliance toolkits. | |
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Approval Workflow Automation Automates governance approvals for policy changes, data requests, and updates. |
No information available | |
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Policy Applicability Audit Logs Maintains logs of which data records or events were governed by which policies at all times. |
No information available |
Reporting & Analytics
(5 Yes /5 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 data quality reports for completeness, accuracy, and timeliness are referenced. | |
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Custom Report Builder Empowers users to design bespoke reports and dashboards tailored to fund-specific needs. |
Custom report design is advertised as available for fund-specific and regulatory workflows. | |
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Export to Multiple Formats Enables report exports to CSV, PDF, XLSX, and integration with BI platforms. |
Export options covering CSV, Excel, and other formats are mentioned for reporting output. | |
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Report Scheduling Automates report generation and delivery on a scheduled basis. |
Automated and scheduled reporting features referenced for compliance and operations. | |
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KPI Definition & Tracking Allows organizations to create, monitor, and alert on custom KPIs related to data management. |
No information available | |
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Visualization Tools Provides graphical representations (charts, graphs, heat maps) for data quality and governance trends. |
Reporting and dashboard visuals (charts, graphs) are included in product screenshots. | |
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Longitudinal Analysis Tracks and displays improvement or degradation of data quality over time. |
No information available | |
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Automated Insights & Recommendations System-generated suggestions based on detected patterns or anomalies in quality metrics. |
No information available | |
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Trend Analysis Report Frequency Specifies how frequently system can generate trending analytics. |
No information available |
Integration & Interoperability
(5 Yes /5 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 with REST support is explicitly referenced in product interoperability statements. | |
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Connector Library Provides pre-built connectors for popular fund administration, trading, and regulatory systems. |
Connector libraries for common financial and regulatory systems listed in integration guides. | |
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File Format Support Accepts and outputs data in multiple formats (CSV, XML, JSON, Excel, etc.). |
Multi-format import and export support detailed in data onboarding and export process documentation. | |
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Automated Data Import/Export Supports unattended scheduled or trigger-driven data transfers. |
Supports scheduled and trigger-driven data transfers, indicated as standard for data pipeline automation. | |
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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. |
No information available | |
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Authentication Protocol Flexibility Supports diverse authentication protocols for secure integration (OAuth, SAML, LDAP). |
No information available | |
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Integration Monitoring Monitors integration health and alerts for failures or slowdowns. |
No information available | |
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Bi-Directional Data Flow Allows both reading from and writing to external sources. |
Bi-directional data flows, supporting both data ingest and push to external systems, are described in integration documentation. |
Scalability & Performance
(1 Yes /1 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. |
No information available | |
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Elastic Scaling Dynamically allocates resources based on system load. |
No information available | |
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High Availability Ensures system is available and operational with minimal downtime. |
No information available | |
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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. |
Solution is available on scalable cloud infrastructure options—cloud deployment is a common implementation model. |
Security & Privacy
(5 Yes /5 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. |
Platform explicitly references encryption at rest for all client data (compliance-oriented feature). | |
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Data Encryption In Transit Encrypts all data transmissions between systems, users, and applications. |
End-to-end encryption in transit is a stated security feature, as expected for regulatory compliance environments. | |
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Multi-Factor Authentication (MFA) Requires additional authentication step for user access. |
Multi-factor authentication supported for client and admin user access. | |
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Vulnerability Scanning Regularly scans system for known security vulnerabilities. |
No information available | |
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Intrusion Detection & Monitoring Monitors for unexpected or unauthorized activity in real-time. |
No information available | |
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Granular Access Rights Grants or restricts user access at very fine levels of data and function. |
No information available | |
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Data Breach Notification Automation Automatically alerts stakeholders in case of suspected data breach. |
No information available | |
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GDPR/CCPA Support Provides controls and documentation to facilitate compliance with major privacy laws. |
Designed for GDPR, MiFID II, and other major regulatory regimes; cited in product marketing and case studies. | |
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Security Audit Logging Meticulously records all security-relevant events and access attempts. |
Security-relevant audit logging is referenced for investigations, regulatory, and IT admin use. |
User Experience & Usability
(2 Yes /2 Known /8 Possible features)
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Modern Web UI Presents a responsive, easy-to-navigate web interface. |
Screenshots and product videos show a modern, responsive web UI compatible with current browsers. | |
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Role-Based Dashboards Customizes interface and workflows based on user role. |
No information available | |
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Self-Service Data Quality Tools Allows users to define validations, launch audits, and resolve issues without IT dependency. |
Self-service data quality tools, including user-defined data checks and audits, are part of Datactics's value proposition. | |
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Contextual Help and Guidance Inline tool-tips, documentation, and training aids. |
No information available | |
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Mobile Accessibility Enables core workflows and monitoring on mobile devices. |
No information available | |
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Workflow Customization Allows drag-and-drop or configurable business workflow design. |
No information available | |
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Localization & Language Support Available in multiple languages to serve global teams. |
No information available | |
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Accessibility Compliance Meets standards (such as WCAG) for accessibility to all users. |
No information available |
Collaboration & Workflow
(1 Yes /1 Known /8 Possible features)
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Task Assignment & Tracking Assigns data governance or quality tasks to specific users and tracks completion. |
No information available | |
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In-App Messaging & Notifications Enables direct communication within the platform regarding data issues and workflows. |
No information available | |
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Collaborative Issue Resolution Allows multiple users to work jointly on resolving complex exceptions or quality problems. |
No information available | |
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Activity Feed or Audit Trail Shows actions taken by all users for transparency and accountability. |
Platform audit trail tracks all actions for transparency necessary for regulatory environments. | |
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Workflow Automation Automates process steps such as reviews, approvals, and escalation. |
No information available | |
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Commenting on Data Records Users can leave notes or discussion threads attached to specific data items. |
No information available | |
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Approval Chains Configurable multi-step approval flows for significant governance or data changes. |
No information available | |
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Workflow Analytics Reports on efficiency, bottlenecks, and SLA adherence of governance workflows. |
No information available |
Audit & Compliance
(4 Yes /4 Known /9 Possible features)
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Comprehensive Audit Logging Systematically records all user actions, changes, and governance events. |
Comprehensive audit logging referenced under compliance, security, and reporting features. | |
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Change Log Detail Captures before/after values for all governed data changes. |
No information available | |
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Automated Compliance Reporting Generates standard compliance documents and evidence packs. |
Automated compliance and regulatory reporting cited as a feature for MiFID II and similar regimes. | |
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Regulatory Framework Templates Includes templates mapped to major regulations (e.g., SEC, ESMA, GDPR, AIFMD). |
No information available | |
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Integration with External Audit Tools Enables export and API connectivity to third-party audit or compliance systems. |
APIs and export support enable integration with downstream or third-party audit systems. | |
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Configurable Retention of Audit Data Allows custom specification of how long to store audit trails, by data type or jurisdiction. |
No information available | |
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Audit Query Interface Provides advanced querying of all audit records by time, user, or event. |
No information available | |
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Compliance Checklist Automation Runs scheduled or manual checklists to provide compliance evidence. |
Automated scheduled checklists and evidence packs referenced for audit and regulatory processes. | |
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User Certification Workflows Collects necessary user signoffs and certifications on data and controls. |
No information available |
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