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Introduction

Sophisticated clients users of Canopy Analytics (e.g. Corporates, Large Family Offices, Hedge Funds etc.) have complex requirements. The standard Canopy offering is often not enough for their purpose and they need a complete Data Eco-System to be able to efficiently operate and serve all their various stakeholders. In addition they need the ability to directly work with their own data and incorporate it in various work flow processes.

Canopy Data Eco-System has the following charactertistics

• Complete Canopy Toolkit: The entire toolkit of Canopy is included in this package for unlimited flexiblity.
• Database Access: Customers get full and direct access (read and write) to their database (a segregated database with only that particular customer's data is created for that purpose). Customers can download all the information as required, but also connect other applications (e.g. a BI tool like Tableau) to the database directly.
• Data Integrity: Canopy data upload and cleaning processes maintain the data integrity at the point of upload and on an on-going basis.
• Security: The database is secure, encrypted at rest and only accessible from authorized computers in the client's office

Data

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Warehouse Wire Diagram

There are two main parts to process, namely:

• Data Input and Cleansing
• Data Analytics and Output

Possible Use Cases

All sorts of reports and analysis is possible. For example

• Liquidity and Cashflows
• Assets and Loans
• Every single transaction with all your banks across all your entities / geographies
• Hedging and hedge effectiveness
• Reports for Management / Investors

Accessing the Analytics Dashboards

The dashboards can be accessed from https://analytics.canopy.cloud using the credentials provided

Retrieving Raw Transaction Information

If required, the underlying raw transaction information can easily be retrieved. There are a few ways of doing so and any (or all of them) can be used 

• Canopy Visualizer: Go to Reports → Transactions 
• Using Canopy OpenAPIs: Postman document on Canopy OpenAPIs is here. Also
  • Excel Front End: This is a user friendly implementation of the Canopy OpenAPIs. It can be freely downloaded and uses the same credentials as the Canopy Visualizer. Download the latest version. Login and go to the Get Transactions tab and press the Get Transactions button
  • Sample Code: Sample code for using APIs with Python is here
• Connect to the Database directly: Get the Canopy team to provide you with credentials and other security measures

Some Sample dashboards and some other useful links are attached below