wealth-asset-ontology-starter

You can use a pre-built, governed wealth and asset management ontology to adapt existing entity vocabulary and governance rules instead of manually building from scratch. This provides ready-to-use metric definitions and classification crosswalks for your data.

A governed ontology for asset management data is a structured framework of entity vocabulary, governed metric definitions, classification crosswalks, and governance rules. It enables users to connect portfolio or custody data sources and ask governed questions about the data.

To connect your portfolio data warehouse to a wealth management ontology, link the ontology repository via the Git connector to Ana, then connect your warehouse. You must validate the ontology before using it to ask governed questions about your data.

Yes, you can adapt a prebuilt asset management ontology to fit your specific data requirements. The ontology is designed to be flexible, allowing wealth and asset managers to ensure a fit-for-purpose solution for their unique portfolio and custody data.

Yes, you need Ana to use this prebuilt wealth and asset management ontology. The workflow requires connecting the ontology repository to Ana via the Git connector to validate your data source and begin asking governed questions.

You should use a prebuilt wealth management ontology instead of building manually when you need to quickly establish governed metrics and classification crosswalks for portfolio data. It eliminates the time-consuming task of creating entity vocabulary and governance rules from scratch.