System and Workflow Integrations
Overview
ITAS is a comprehensive system developed to manage trading, accounting and risk activities but more often than not, our customers will need to use other services or software, either on-premise or cloud-based. Traditional integrations with bespoke development can be both costly and difficult, as knowledge of both sides is required to be successful.
Over a number of years, we have worked on building up a comprehensive framework that allows ITAS to integrate in a wide variety of scenarios typically presented by our customers. Through ITAS Services we are confident that almost every challenge can be met either through in-house development or bespoke workflow scripting. This schematic provides an overview of how the various services on offer can combine to provide solutions to suit most use cases.
The ITAS Integration White Paper provides background to our strategy and here we have a number of case studies highlighting projects undertaken by our team.
In the article Middleware and Integration Platforms we discuss in-house strategies and the Data Processing Service highlights areas that can be incorporated into bespoke workflows that can be managed within ITAS.
Data Management
Most corporate strategies will involve some degree of data flow to and from ITAS. The following compares the three API-based components on offer to Enterprise and Premium subscribers:
ITAS API (Enterprise) | Data Query/Modify Services (Enterprise) | OData Server (Enterprise/Premium) |
| REST endpoints specific to pre-defined workflows | Dynamic GraphQL query-based requests allowing custom response shape | Dynamic protocol-driven data requests |
| Online APIARY provides definitions for URL, parameters and shape of the response | ITAS Data Catalog provided as an on-premise library for building queries | Provides metadata, a machine-readable description of the Data Model of the APIs, which enables the creation of powerful generic client proxies and tools |
| Suited to workflows where in/out data is specific to processes, e.g. cash management | Useful when needing more flexibility with the selection of data properties to be extracted, the context of the data and with customising data flows between integrated systems | More about self-service than the others; useful for people who would normally push data from ITAS Reports to Excel for further manipulation/analysis and for simple integrations where more guidance is required for the underlying ITAS Data Model |
Contents of System and Workflow Integrations
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Test Folder
Recent examples of workflows generated for ITAS clients
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SnapLogic iPaas
SnapLogic Integration Platform-as-a-Service
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Middleware and Integration Platforms (1)
ITAS Integration strategies through ITAS (Subscription) Services
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Use Identity Server to Generate Tokens
Describes how the Identity Server API can be used to generate bearer tokens