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Supports interactive dashboards, real-time analytics, fund and asset trends dashboards, and portfolio analytics directly integrated with Oracle’s data management architecture for fund management.
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Applications that transform complex datasets into intuitive visual representations to facilitate analysis, pattern recognition, and communication of insights to both technical and non-technical stakeholders.
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Multiple Data Source Connectivity Connects to diverse data sources such as SQL databases, flat files, cloud storage, and APIs. |
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Automated Data Refresh Schedules and executes automated updates of datasets from their respective sources. |
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Real-time Data Feed Support Supports live streaming or updates of data for up-to-the-minute visualization. |
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Custom Data Connectors Allows the creation or scripting of user-defined connectors for bespoke data sources. |
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Data Blending Capability to merge and manipulate data from multiple sources in a single view. |
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Data Mapping Facilitates schema mapping and field matching across different data structures. |
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Scheduled Data Imports Ability to schedule regular imports from chosen data sources at defined intervals. |
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Batch Data Processing Processes large volumes of data in batches for efficiency. |
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Change Data Capture (CDC) Detects and synchronizes only data changes, enhancing efficiency in updating visualizations. |
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API Integration Integrates directly with external APIs (e.g., Bloomberg, Reuters) to fetch up-to-date financial data. |
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Data Quality Checks Automated checking of imported data for completeness and format issues. |
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Drag-and-Drop Interface Enables users to create or modify visualizations without programming. |
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Customizable Dashboards Users can tailor dashboards to their roles or preferences. |
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Role-Based Access Control Allows defining different access rights for various users or groups. |
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Responsive Design Optimizes visualizations across devices, including mobile and web. |
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Multi-language Support Supports users operating in different languages. |
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Keyboard Navigation Offers keyboard-based controls for improved accessibility. |
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Screen Reader Support Ensures compatibility with assistive technologies for visually impaired users. |
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Pre-built Templates Provides ready-made templates for common visualization needs. |
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Contextual Help & Tooltips In-app guidance and tooltips to assist users in using features. |
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User Customization Save Slots Stores and retrieves personalizations for future sessions. |
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Dark Mode Supports color schemes suitable for low-light environments. |
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Wide Range of Chart Types Supports charts like line, bar, pie, area, scatter, heatmap, treemap, and more. |
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Time Series Visualization Specialized tools for showing trends, seasonality, and anomalies in time-based data. |
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Interactive Filters & Slicers Users can filter or slice data dynamically within visualizations. |
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Drill-down and Drill-through Allows users to explore data by clicking through deeper levels of detail. |
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Custom Chart Creation Ability to script or define new, user-specific chart types. |
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Geospatial Maps Visualize geographic data with map overlays and customizable regions. |
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Conditional Formatting Dynamic styling of visual elements based on value thresholds. |
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Annotation and Commenting Add notes or comments directly onto charts for context. |
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Storyboarding/Presentation Mode Tools to sequentially present visualizations as a narrative. |
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Hierarchical Visualizations Supports tree, sunburst, or network diagrams for hierarchical data. |
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Dashboard Embedding Allows embedding dashboards in external applications or sites via iframe or API. |
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Real-time Collaboration Multiple users can work together on the same dashboard or report simultaneously. |
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Commenting & Discussion Threads Enables inline discussions and feedback on reported data or visuals. |
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Scheduled Sharing Automatically delivers reports or dashboards to designated recipients at set times. |
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One-click Export Export charts and dashboards to PDF, Excel, PPT, or image formats. |
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Public Links Allows sharing of live dashboards with external stakeholders via secure URLs. |
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Version History Track, review, and revert to earlier versions of dashboards or datasets. |
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Embedded Collaboration Tools Built-in chat, notifications, or tasks assigned within the platform. |
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Access and Audit Logs Tracks user access and actions for security and compliance. |
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Approval Workflows Facilitates workflow for peer review and management sign-off. |
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Annotation Sharing Annotations and markups can be shared and viewed by authorized users. |
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Integration with Collaboration Suites Integrates with platforms like Microsoft Teams, Slack, or Google Workspace. |
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Data Encryption at Rest and in Transit Encrypts stored and transmitted data to prevent unauthorized access. |
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User Authentication (SSO, MFA) Supports Single Sign-On and Multi-Factor Authentication. |
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Granular Permissions Access rights can be set at dataset, visualization, and user level. |
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Audit Trails Logs all access and changes made to data and dashboards. |
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Data Masking Masks sensitive data fields as per user or group policies. |
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Compliance Certifications Certified for industry standards (e.g. SOC 2, GDPR, CCPA, ISO 27001). |
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Data Residency Options Allows choice of data center location to meet jurisdictional requirements. |
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Automated Data Retention Policies Automates purging or archiving as per legal or regulatory schedules. |
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Secure API Access APIs require secure tokens/keys for integration. |
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Intrusion Detection Monitors for and alerts on suspicious activity. |
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Secure Sharing Controls Share controls include expiration, password protection, and access revocation. |
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Concurrent User Support Maximum number of users that can use the platform simultaneously without degradation. |
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Dashboard Load Time Time taken to fully load a complex dashboard. |
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Maximum Data Volume Handled The upper limit of data (rows, size) that can be managed effectively. |
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Horizontal Scalability Capability to add more servers or resources to accommodate demand. |
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In-memory Processing Uses RAM for faster data queries and visualization updates. |
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Caching Mechanism Stores frequently accessed data for rapid visualization reloading. |
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Optimized Query Execution Efficient algorithms for minimizing data retrieval and rendering times. |
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Asynchronous Data Processing Processes large calculations or queries in background threads. |
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Failover and Redundancy Automatic recovery and backup mechanisms in case of interruptions. |
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Elastic Resource Allocation Dynamically assigns resources based on load. |
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Performance Monitoring Tools Monitors and visualizes system performance to detect bottlenecks. |
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Built-in Statistical Functions Offers statistical metrics (mean, median, standard deviation, etc.) as part of visualization. |
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Integration with Analytical Libraries Connects with Python, R, or other statistical/ML libraries. |
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Scenario Analysis Tools Supports ‘what-if’ and scenario modeling directly in dashboards. |
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Forecasting Models Supports ARIMA, exponential smoothing, or similar time series modeling. |
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Custom Formula Editor Allows users to define custom calculations using formulas or code. |
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Regression Analysis Supports building and visualizing regression models. |
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Correlation Analysis Identify and visualize relationships between variables. |
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Anomaly Detection Built-in tools to flag and visualize outlier data points. |
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Clustering Visualization Supports visualization of clusters or segmentations within fund portfolios. |
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Natural Language Query Enables users to ask questions in plain English and get visual answers. |
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Back-testing Framework Tools to run and visualize back-tests of investment strategies. |
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Custom Branding Allows platforms and dashboards to be rebranded with client logos and colors. |
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Plugin and Extension Marketplace Access to a library of add-ons for new features and integrations. |
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Scripting Support Custom scripts (JavaScript, Python, etc.) for creating tailored functionality. |
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API for Programmatic Access RESTful or other APIs for automating or customizing workflows. |
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Custom Visual Component Creation Users/developers can build and add their own chart types. |
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Data Transformation Pipelines Extensible ETL (Extract-Transform-Load) processes for bespoke needs. |
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Custom Alerting Rules Define alerts and notifications based on complex user-defined logic. |
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Multi-tenancy Support Supports creation of segregated environments for different clients or business units. |
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Localization and Internationalization Supports translation and adaptation to local conventions. |
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White-label Embedding Embed visualizations in 3rd-party portals without vendor branding. |
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Workflow Automation Support Trigger actions or workflows from visual transactions or events. |
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Data Cleansing Tools Identify and correct errors, fill blanks, and standardize formats. |
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Data Aggregation Easily group and summarize data at various levels. |
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Calculated Fields Create new fields based on custom equations or logic. |
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Time-series Data Handling Recognizes and handles time-based records efficiently. |
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Data Normalization Standardizes disparate values for improved comparison. |
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Pivot and Unpivot Tools Transforms data orientation for various analysis requirements. |
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Hierarchy Building Create parent-child relationships between data elements. |
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Data Sampling Take representative samples for performance and testing. |
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Automated Join Detection Recommends potential joins between tables based on schema analysis. |
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Transformation Script Library Reusable pre-defined scripts for frequent transformations. |
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Reproducible Data Pipelines Design and execute repeatable data transformation flows. |
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Automated Report Scheduling Schedule reports to be generated and delivered automatically. |
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Report Customization Modify the layout, branding, and content of generated reports. |
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Multi-format Exports Supports exporting to multiple formats like PDF, Excel, CSV, PPT. |
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Parameterized Reports Allows users to input parameters and receive tailored reports. |
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Bursting Distributes personalized sections of a report to corresponding recipients. |
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Interactive Reporting Reports support drill-down, filtering, and dynamic exploration after distribution. |
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Compliance-friendly Report Archiving Archived reports conform to industry retention and audit requirements. |
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Extensive Visualization Export Exports entire dashboards or specific visualizations with retaining interactivity (HTML, SVG). |
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On-demand Report Generation Authorized users can create reports instantly as needed. |
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Distributed Notification Integration Automatically notifies recipients via email, SMS, or messaging apps when new reports are available. |
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Report Scheduling Conflict Resolution Automated handling of overlapping report generation and distribution schedules. |
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Comprehensive Documentation Complete user and developer guides, API references, and release notes. |
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In-app Tutorials Step-by-step tutorials available within the platform. |
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24/7 Support Round-the-clock technical support for global teams. |
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Active User Community Access to a vibrant ecosystem of users for advice and resource sharing. |
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Professional Training Formal training sessions, webinars, or certifications for users and admins. |
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Knowledge Base/FAQs Repository of frequently asked questions and best practices. |
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Custom Support Packages Tiered or bespoke support offerings depending on organization needs. |
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Regular Feature Updates Consistent new feature rollouts and maintenance updates. |
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Bug Tracking and Feedback Mechanisms Channels for submitting bugs, feature requests, and getting status updates. |
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Multi-channel Support Access Reach help via chat, phone, email, and ticketing systems. |
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Service Level Agreements (SLAs) Defined response and resolution times for support issues. |
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