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.
NOTE: 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 remaining tables in every sync to capture updates and deletes.
Schema information
This schema applies to all iLevel connectors.
Explore iLevel schema ERD