Solution design

Flow steps

• Upon installation, the following 7 data tables will be created in the customer's Snowflake instance to mirror Anduin’s data schema:
  • ANDUIN_IDM_INTEGRATION_CLIENTS
  • ANDUIN_IDM_INTEGRATION_INVESTMENTS
  • ANDUIN_IDM_INTEGRATION_PROFILES
  • ANDUIN_IDM_INTEGRATION_DOCUMENTS
  • ANDUIN_IDM_INTEGRATION_FUNDS
  • ANDUIN_FUNDSUB_INTEGRATION_ORDER_STANDARD
  • ANDUIN_FUNDSUB_INTEGRATION_ORDER_NON_STANDARD
    
    

    CONFIGURATION DEPENDENT: The schema and data tables created will vary based on how the solution is configured. If all options are enabled, up to 7 tables will be generated. Otherwise, only the relevant FundSub or IDM portion will be created, depending on your selections.

• All existing Anduin data will then be pushed to the corresponding Snowflake tables.
• Moving forward, any updates made in Anduin will automatically trigger the corresponding updates in Snowflake

Details of data tables

Configuration

Find the right solution

• Navigate to Browse tab
• Look for Snowflake integration
• Initiate the installation

Install and Configure

1. Introduction

• This is supposed to be a introductory screen. You can name the integration your way and skip to the next step.

2. Authentication

• You need to enter your Snowflake credentials here to proceed.
• You also need to select the specific warehouse and database in your Snowflake so we know the correct destination to push data into

3. Select Anduin and Snowflake object

• IDM configuration
  • Enable the IDM toggle to sync Anduin IDM data.
  • Specify your Anduin IDM firm as the source by entering the Anduin IDM firm ID.
• FundSub configuration
  • Enable the FundSub toggle to sync Anduin FundSub data. All your funds will be automatically configured when this is enabled.
  • Define the subscription status that should trigger a data push to your Snowflake. Multiple statuses are supported.
  • Data Mapping Template: To enable data syncing, you’ll need to select a template that defines which data points are exchanged in the ANDUIN_FUNDSUB_INTEGRATION_ORDER_STANDARD table. You can choose from:
    • Customer Standard Template: Anduin-defined standard data points per organization (currently not yet available).
    • Anduin Default Template (ASA): Universal standard data points used across all customers. If using this option, please confirm with your Implementation Manager that all required ASA fields are mapped to your funds.
    • Custom Template: A reusable, Anduin-built template that works across customer funds. If choosing this option, check with your Implementation Manager to ensure correct mapping and naming.
  • Additional Data Capture: In addition to standard data, we’ll also capture fund-specific fields in a separate table:
    ANDUIN_FUNDSUB_INTEGRATION_ORDER_NON_STANDARD
    • If you do not need to capture non-standard data, no action is required.
    • If you do want to include this data, please work with your Implementation Manager to ensure everything is set up properly.