Rivvit-EDM

Enterprise data management for financial services

Consolidate and standardize data from any source into a single location

Rivvit-EDM offers a proprietary Enterprise Data Management (EDM) framework and rules engine that collects, stores, and cleans raw data from disparate data sources to create standardized data sets needed for distribution to downstream systems and data consumers. With this configurable framework, we can set up new integrations in a matter of days versus weeks or months it takes to write custom ETL processes.

Continuous data ingestion from any source

Within Rivvit, an ingestion database stores and archives raw and cleansed versions of your data sets.  Once it is cleansed, standardized data is formatted and distributed to Rivvit’s Investment Data Warehouse (Rivvit-IDW) or your other destination systems in their required formats.

Entity resolution: foundation for a single source of truth

Whether you are looking to create a master data source for your legal entities, accounts, portfolios, issuers, deals, securities, investors, customers, or other data domains, a master identifier ensures proper relational integrity across data sets.  Rivvit’s matching engine resolves your source system identifiers to a master Rivvit identifier. This critical step removes dependencies on any source system and provides flexibility for adding or removing source systems as your business evolves.

Entity resolution: foundation for a single source of truth

Whether you are looking to create a master data source for your legal entities, accounts, portfolios, issuers, deals, securities, investors, customers, or other data domains, a master identifier ensures proper relational integrity across data sets.  Rivvit’s matching engine resolves your source system identifiers to a master Rivvit identifier. This critical step removes dependencies on any source system and provides flexibility for adding or removing source systems as your business evolves.

Source-to-target value pairing drives consistency

It’s likely that many of your source systems contain overlapping data fields, each with unique naming conventions. When combining data from multiple source systems, a source-agnostic enterprise convention is critical to ensure consistency in downstream reporting. Rivvit-EDM translates inconsistent values from your source systems to standardized conventions, giving you consistent reporting and analysis for fast business decisions.

Imagine a simple pie chart summarizing your AUM by Coupon Type.  When summarizing your portfolio based on the source system conventions, the codes are difficult to decipher and create the need for further data massaging to understand true exposure.  By adopting an enterprise convention using Rivvit-EDM, the process is completely automated without the need for manual intervention.

Data source hierarchy builds trust

Rivvit-EDM provides a configurable framework that allows clients to dictate the source of truth for every data field in Rivvit-IDW.  Whether you have two or 1000 source systems with overlapping data elements, a robust hierarchy with an infinite number of source levels is applied to every field to create your gold copy records based on your preferred sources of truth.

Data source hierarchy builds trust

Rivvit-EDM provides a configurable framework that allows clients to dictate the source of truth for every data field in Rivvit-IDW.  Whether you have two or 1000 source systems with overlapping data elements, a robust hierarchy with an infinite number of source levels is applied to every field to create your gold copy records based on your preferred sources of truth.

Delivering data to the people and systems that need it most

Now that the difficult work is done, your clean, standardized data can be sent to downstream systems and consumers.  Whether you use Rivvit-IDW or your own data warehouse, or need to streamline a data flow, Rivvit-EDM serves as a middle layer for system-to-system integrations.

Learn how an asset manager used Rivvit to automate the daily ingestion of 20+ files to deliver an enterprise view of data across 28 funds, 46 share classes, and 100+ SMAs.

Ready to see Rivvit in action? We’d love to give you a tour. Let’s connect.