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_TRANSACTION
DATA_ITEM
DEAL
DOCUMENT
ENTITY_ASSET
ENTITY_FUND
PERIODIC_DATA
SECURITY
We re-import the following tables and their child tables during every sync to capture updates and deletes:
CASH_TRANSACTION_TYPE
CURRENCY
DATA_ITEM_CATEGORY
DOCUMENT_FOLDER
ENTITY_GROUP
SCENARIO
SEGMENT
USERS
VALUATION_DATAITEM
VALUATION_ITERATION
VALUATION_STATIC_DETAL
Schema information
This schema applies to all iLevel connectors.
Explore iLevel schema ERD