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- Search for entities and analyze their characteristics and assignments
- Create custom workflows for specific groups of entities
- View, edit, create, and verify historical entity information
- View, edit, and create benchmark, peer group, and disclosure assignments
- View source-specific financial data including holdings, transactions, and performance
- View third-party analytics and ratings
- Override exceptions
- Release exceptions
- View and edit overrides
- Authorize overrides
- Reject overrides
- Autid Audit the manual changes applied to entities
- Audit the manual changes applied to exceptions
- Create entities based on templates (policies)
- Attach documents or comments to entities
- Remove documents or comments from entities
- Generate reports of reference data and the associated audit information
- Compare history records
- Monitor Job Events Status
- Compare many funds for a single date
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