Getting Started
This section includes topics like onboarding essentials, security, and initial setup.
52 articles
Onboarding Essentials
Key information and steps to help new users get started, from account setup to accessing the platform efficiently.
Welcome to FundApps!
The FundApps Community
Supported Browsers
Security Best Practices
Just-In-Time (JIT) Access Management
Implementation Overview
Enfusion Implementation
API Upload Integration
Connecting via API
Room-In-A-Name (RIAN) API
FundApps Tasks and Notifications
The Task List
How Does the Fundapps Rule Engine Process Assets?
How We Code and Test Rules
Results Workflow
Understanding Prohibited Characters: A Guide to Ensuring Data Integrity
Issuer Requests
Users
Guides on managing user roles, permissions, and settings to help establish and maintain your team.
Creating, Editing and Managing Users
Roles / Users Privilege Model
User Deletion
Setting User Email Preferences
User Email Restrictions
Audit Trail
How to Stream FundApps’ Audit Logs to Your SIEM
Authentication
Information on security protocols, including login methods, multi-factor authentication, and access management.
User Authentication
Two-Factor Authentication
How to Set Up Single Sign-On (SSO)
Configuring Mandatory Single Sign-On
FundApps SSO Connection - Azure AD
AzureAD SSO Connection: How to Change a Client Secret
FundApps SSO Connection - SAML 2.0
FundApps SSO Connection - Okta
FundApps SSO Connection - ADFS
FundApps SSO Connection - Azure AD SAML 2.0
Portfolio File
Guidance on how to code and upload your portfolio file seamlessly.
Portfolio File Overview
Properties Required to Set Up a Portfolio or Entity
Creating and Editing Companies
Creating Portfolios, Entities and viewing Aggregation
Removing Entities, Portfolios and Umbrellas
CompanyType Properties for Shareholding Disclosure
Rule Assignments to Portfolios
Exemptions That Are Situation-Specific and Confidential
Positions File
Instructions on uploading your positions file, ensuring all required properties are provided.
Introduction to the XML File
InstrumentId, AssetId and IssuerId
Relationship Between Assets and Instruments
Using XSD Schema to Build the XML Positions File
Data Checklist
Supplying Constituent Data for Composites
Stapled Securities
Imported Disclosures
Netting of Positions
Uploading Multiple Files