iLevel Lite
iLevel is a cloud-based portfolio management platform.
Features
| Feature Name | Supported | Notes |
|---|---|---|
| Capture deletes | check | CASH_TRANSACTION_TYPE, CURRENCY, DATA_ITEM_CATEGORY, DOCUMENT_FOLDER, ENTITY_GROUP, SCENARIO, SEGMENT, USERS, VALUATION_DATAITEM, VALUATION_ITERATION, and VALUATION_STATIC_DETAL tables. |
| History mode | ||
| Custom data | ||
| Data blocking | check | |
| Column hashing | check | |
| Re-sync | check | |
| API configurable | check | API configuration |
| Priority-first sync | ||
| Fivetran data models | ||
| Private networking | ||
| Authorization via API | check |
Supported deployment models
We support the SaaS and Hybrid deployment models for the connector.
You must have an Enterprise or Business Critical plan to use the Hybrid Deployment model.
Setup guide
Follow our step-by-step iLevel setup guide to connect iLevel with your destination using Fivetran connectors.
Sync overview
To capture new records, we incrementally sync the following tables:
CASH_TRANSACTIONDATA_ITEMDEALDOCUMENTENTITY_ASSETENTITY_FUNDPERIODIC_DATASECURITY
We re-import the following tables and their child tables during every sync to capture updates and deletes:
CASH_TRANSACTION_TYPECURRENCYDATA_ITEM_CATEGORYDOCUMENT_FOLDERENTITY_GROUPSCENARIOSEGMENTUSERSVALUATION_DATAITEMVALUATION_ITERATIONVALUATION_STATIC_DETAL
Schema information
This schema applies to all iLevel connectors.
Explore iLevel schema ERD