iKindi Smart Data

The whole process view, and the tools to drive the process

Each application supporting the investment management process has its own "agenda" for data input and storage. Problems come up when you try to move data from application to application because there is no unified view of the entire process. Keeping disparate databases in sync becomes a mounting chore. Armies are assembled at month-end to find errors and scrub data after the fact.

iKindi's Smart Data solution gives you a way to create clean data from the outset - from the point at which you:

• capture a trade and set it up
• set up a security or
• create or update an account.
• Move and enrich data across the trading, settlement and reconciliation process while maintaining its integrity.

The iKindi approach - tools to "keep it clean"

We approach the problem with a set of tools that validate, transform and enrich data at each point in the investment management process.

iKindi's Smart Data rules set contains validation templates by securities type. The templates, rules sets and our unique methodology ensure data formats, content, default fields, required fields and editable values permissioning are valid and enforced.

Critically, we also ensure that all data exceptions are managed - feeding back into the validation and enrichment process chain. Validation exceptions are notified, managed in iKindi's Exceptions Management environment and resolved by modifications made by your business experts to the rules driving the Smart Data process.

A thin deployment

It's important to note that iKindi Smart Data is a thin deployment. We don't introduce another database that has to stay in sync. Instead, we add value to the data source investments you've already made. Your data enters clean, and stays clean as it moves across your firm.