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Erwin Data Intelligence Suite from Erwin by Quest
A comprehensive platform that combines data governance, business glossary, data literacy, and data quality capabilities. Fund managers benefit from regulatory compliance mapping, automated data lineage, and impact analysis to support investment operations.
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. |
Erwin Data Intelligence Suite offers automated data validation and data quality management features as described in platform documentation. | |
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Real-Time Data Quality Dashboard Provides a live, visual overview of data quality metrics such as error rates and completeness. |
Erwin features dashboards for real-time visibility into data quality metrics. | |
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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. |
Duplicate detection is built into Erwin's data quality assessment tools. | |
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Data Consistency Checks Ensures internal data consistency by cross-verifying related fields or records. |
Data consistency checks are part of Erwin's configurable validation capabilities. | |
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Anomaly Detection Detects unusual patterns in data that might indicate errors or fraud. |
Anomaly detection is cited as part of the platform's advanced data quality features. | |
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Outlier Identification Flags data points that differ significantly from established patterns or averages. |
Outlier identification is supported within the suite's profiling and analysis modules. | |
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Customizable Quality Metrics Allows users to define and track bespoke data quality metrics. |
Customizable quality metrics are available as part of Erwin's flexible data governance framework. | |
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Data Profiling Generates summaries, statistics, and key characteristics about datasets to inform quality improvement. |
Data profiling is a core feature, enabling summaries and statistics for quality improvement. | |
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Automated Notifications Sends alerts to users or administrators when data quality thresholds are breached. |
Automated notifications for data threshold breaches are provided, configurable by the user. | |
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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 rule engine is available; users can define tailored business validation rules. | |
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Rule Library Includes a library of standard financial and regulatory data validation rules. |
Standard rule libraries covering regulatory and financial standards are included. | |
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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 supported; can group related exceptions for analysis. | |
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Exception Workflow Routing Routes exceptions to relevant personnel or teams based on predefined criteria. |
Exception workflow routing is configurable; exceptions can be routed based on rules. | |
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Audit Trail for Exceptions Maintains a record of exception investigations, actions taken, and outcomes. |
Audit trail for exceptions maintained throughout the resolution workflow. | |
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Automated Exception Resolution Suggestions Recommends possible fixes for certain event types based on historical data. |
Automated exception resolution suggestions are supported using pattern analysis and historical data. | |
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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 exception approval supported per Erwin's governance workflow features. | |
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Exception Severity Classification Allows categorization of exceptions by criticality, informing prioritization and reporting. |
Exception severity classification is implemented for prioritization. |
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. |
Automated, end-to-end lineage visualization is a core feature of Erwin Data Intelligence Suite. | |
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Field-Level Lineage Tracking Captures lineage at the individual data element level. |
Field-level lineage tracking is supported, enabling granular traceability. | |
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Data Transformation Logging Records all transformation steps applied to data as it moves between systems. |
All transformation steps are logged, as part of the platform's lineage tracing. | |
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Source System Documentation Catalogues originating systems for all ingested data points. |
Source system documentation available for all ingested data points. | |
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Version History Maintains records of data versions and changes over time. |
Version history for metadata and data records is maintained. | |
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Lineage Query Functionality Allows users to query lineage information by data field or process. |
Lineage can be queried by data field or process. | |
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Lineage Reporting Export Exports lineage maps and details in standard report formats. |
Lineage maps can be exported in various report formats. | |
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Automated Data Dependency Analysis Identifies and highlights interdependencies between datasets and processes. |
Automated data dependency analysis disclosed as part of impact analysis functions. | |
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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. |
Impact analysis for changes in data and lineage included. |
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 definition engine is core to Erwin's governance suite. | |
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Data Steward Assignment Assigns ownership of specific data domains or fields to designated stewards. |
Steward assignment available for governance and ownership tracking. | |
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Role-Based Access Control (RBAC) Restricts data access based on user roles and responsibilities. |
Role-based access control (RBAC) supported with customizable roles. | |
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Automated Policy Compliance Checks Monitors ongoing adherence to internal and regulatory governance requirements. |
Automated policy compliance checks operate within regulatory and internal policy frameworks. | |
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Data Retention Scheduling Defines automated retention and destruction windows for different types of data. |
Data retention scheduling is configurable for regulatory and organizational compliance. | |
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Data Classification Management Supports classification of data based on sensitivity, privacy, and regulatory criteria. |
Data classification management available for privacy and regulatory sorting. | |
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Data Masking Automatically obscures sensitive information in test, reporting, or user-specific contexts. |
Data masking is supported for sensitive and PII data contexts. | |
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PII & Confidential Data Tracking Identifies and monitors personally identifiable and confidential data for compliance. |
PII & confidential data tracking built into compliance management. | |
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Approval Workflow Automation Automates governance approvals for policy changes, data requests, and updates. |
Approval workflow automation for policy/data changes part of governance platform. | |
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Policy Applicability Audit Logs Maintains logs of which data records or events were governed by which policies at all times. |
Policy applicability audit logs available for compliance evidence. |
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. |
Pre-built data quality reports are standard with the analytics package. | |
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Custom Report Builder Empowers users to design bespoke reports and dashboards tailored to fund-specific needs. |
Custom report builder supported with flexible dashboard options. | |
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Export to Multiple Formats Enables report exports to CSV, PDF, XLSX, and integration with BI platforms. |
Export to CSV, PDF, XLSX, and integrations supported for BI/reporting. | |
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Report Scheduling Automates report generation and delivery on a scheduled basis. |
Report scheduling feature allows automated periodic reporting. | |
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KPI Definition & Tracking Allows organizations to create, monitor, and alert on custom KPIs related to data management. |
KPI definition and tracking is available for all tracked governance and quality metrics. | |
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Visualization Tools Provides graphical representations (charts, graphs, heat maps) for data quality and governance trends. |
Visualization tools built-in for dashboards and analytics. | |
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Longitudinal Analysis Tracks and displays improvement or degradation of data quality over time. |
Longitudinal analysis of data quality supported via dashboards and trending. | |
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Automated Insights & Recommendations System-generated suggestions based on detected patterns or anomalies in quality metrics. |
Automated insight and recommendations are generated from pattern detection. | |
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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 connectivity is part of Erwin integration suite (REST, SOAP supported). | |
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Connector Library Provides pre-built connectors for popular fund administration, trading, and regulatory systems. |
Connector library includes many pre-built integrations for core finance/tools. | |
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File Format Support Accepts and outputs data in multiple formats (CSV, XML, JSON, Excel, etc.). |
File format support covers CSV, XML, Excel, JSON, and more. | |
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Automated Data Import/Export Supports unattended scheduled or trigger-driven data transfers. |
Automated data import/export scheduling available. | |
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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/event driven notifications can be set up for real-time alerts. | |
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Authentication Protocol Flexibility Supports diverse authentication protocols for secure integration (OAuth, SAML, LDAP). |
Multiple authentication protocols supported (OAuth, SAML, LDAP). | |
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Integration Monitoring Monitors integration health and alerts for failures or slowdowns. |
Integration health monitored and alerts set up for failures/slowdowns. | |
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Bi-Directional Data Flow Allows both reading from and writing to external sources. |
Bi-directional data flow supported with integrations. |
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 support built-in for distributed/cloud deployments. | |
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Elastic Scaling Dynamically allocates resources based on system load. |
Elastic scaling enabled in cloud and hybrid cloud deployments. | |
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High Availability Ensures system is available and operational with minimal downtime. |
High availability is a design principle, with support for failover. | |
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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. |
Supports enterprise public/private cloud deployments with scalability. |
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 encryption at rest conforming to enterprise security standards. | |
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Data Encryption In Transit Encrypts all data transmissions between systems, users, and applications. |
Data encryption in transit (TLS/SSL) required by the platform. | |
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Multi-Factor Authentication (MFA) Requires additional authentication step for user access. |
Multi-factor authentication (MFA) available for user and admin roles. | |
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Vulnerability Scanning Regularly scans system for known security vulnerabilities. |
Regular vulnerability scanning is cited in Erwin's security documentation. | |
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Intrusion Detection & Monitoring Monitors for unexpected or unauthorized activity in real-time. |
Intrusion detection and monitoring is offered for enterprise cloud setups. | |
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Granular Access Rights Grants or restricts user access at very fine levels of data and function. |
Granular access rights can be assigned at data element and function levels. | |
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Data Breach Notification Automation Automatically alerts stakeholders in case of suspected data breach. |
Automated breach notification is built into compliance workflows. | |
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GDPR/CCPA Support Provides controls and documentation to facilitate compliance with major privacy laws. |
GDPR/CCPA and other regulatory support documented and enabled. | |
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Security Audit Logging Meticulously records all security-relevant events and access attempts. |
Security audit logging is baked into the platform to meet enterprise/compliance standards. |
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. |
Modern, responsive web UI is showcased in product literature and demos. | |
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Role-Based Dashboards Customizes interface and workflows based on user role. |
Role-based dashboards are configurable for users, stewards, and admins. | |
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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 reduce IT dependency for audits and validations. | |
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Contextual Help and Guidance Inline tool-tips, documentation, and training aids. |
Inline help, documentation, and user guidance is embedded throughout the UI. | |
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Mobile Accessibility Enables core workflows and monitoring on mobile devices. |
Mobile accessibility enabled for dashboards and monitoring workflows. | |
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Workflow Customization Allows drag-and-drop or configurable business workflow design. |
Workflow customization is possible using drag-and-drop or configuration settings. | |
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Localization & Language Support Available in multiple languages to serve global teams. |
Localization and language support is available for global teams. | |
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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 tracking available for governance/data quality tasks. | |
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In-App Messaging & Notifications Enables direct communication within the platform regarding data issues and workflows. |
In-app notifications and some messaging capabilities available. | |
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Collaborative Issue Resolution Allows multiple users to work jointly on resolving complex exceptions or quality problems. |
Collaborative issue resolution is supported within the shared governance workflows. | |
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Activity Feed or Audit Trail Shows actions taken by all users for transparency and accountability. |
Activity feed/audit trail for user actions and changes is available. | |
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Workflow Automation Automates process steps such as reviews, approvals, and escalation. |
Workflow automation for reviews/approvals is documented as part of platform capability. | |
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Commenting on Data Records Users can leave notes or discussion threads attached to specific data items. |
Commenting and notes on data records possible, aiding collaboration. | |
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Approval Chains Configurable multi-step approval flows for significant governance or data changes. |
Configurable approval chains are part of workflow automation. | |
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Workflow Analytics Reports on efficiency, bottlenecks, and SLA adherence of governance workflows. |
Workflow analytics for process optimization included in governance reporting. |
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 logging system integrated for traceability/compliance. | |
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Change Log Detail Captures before/after values for all governed data changes. |
Change log with before/after values for governed data maintained. | |
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Automated Compliance Reporting Generates standard compliance documents and evidence packs. |
Automated compliance reports and evidence packs are available. | |
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Regulatory Framework Templates Includes templates mapped to major regulations (e.g., SEC, ESMA, GDPR, AIFMD). |
Regulatory framework templates mapped to major regulations included. | |
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Integration with External Audit Tools Enables export and API connectivity to third-party audit or compliance systems. |
Integration with external audit tools via APIs and exports documented. | |
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Configurable Retention of Audit Data Allows custom specification of how long to store audit trails, by data type or jurisdiction. |
Configurable audit data retention periods supported, per regulatory requirements. | |
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Audit Query Interface Provides advanced querying of all audit records by time, user, or event. |
Audit query interface allows advanced cross-filtering of audit records. | |
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Compliance Checklist Automation Runs scheduled or manual checklists to provide compliance evidence. |
Compliance checklist automation is possible via scheduled/triggered processes. | |
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User Certification Workflows Collects necessary user signoffs and certifications on data and controls. |
User certification workflows part of approval and compliance flow. |
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