Core ideas

The Integration Hub unifies Anduin’s existing offerings - FundSub, Investor Data Management (IDM), Data Room, etc. - into a seamless environment. It manages integration configurations, while each underlying app enforces its own rules and permissions. For instance, as a Fund Manager for Acme Fund 1 and Acme Fund 2, you can automate data flows only for the funds you’re permitted to access. In other words, the Integration Hub handles the integration setup, and the individual Anduin apps maintain the integration permissions.

Roles

Anduin objects

To simplify terminology, we refer to each app instance as an Anduin object, essentially a container of investor data:

• A fund in FundSub: contains all subscription information entered by investors.
• A firm in IDM: serves as a centralized repository that manages investment entities, contacts, documents, and investor profile data.
• A data room in Data Room: captures insights and activities related to investor document interactions.

Integration flows can only be set up if you have permission for all related Anduin objects.

• FundSub: Manage permissions via Settings > Integrations in the dashboard.
• IDM & Data Room: TBD.

Integration Hub

The Integration Hub is designed to facilitate automation and data movement across Anduin objects. It’s a workspace where you can select workflows, choose which objects to connect, and configure integration details.

• If you have admin permissions for these objects, you can complete the setup independently.
• Otherwise, you’ll need an admin to grant the required permissions.

This documentation outlines the conceptual framework for the Integration Hub versus other Anduin offerings. For practical guidance, please refer to the "Setup Your First Instance" section.