Data Quality
The Data Quality module is your control centre for monitoring the health of your investment data. It ensures that the data powering your portfolios, analytics, and reports is accurate, complete, and up to date.
Why Data Quality Matters
In investment management, decisions are only as good as the data behind them. Poor data quality leads to:
- Incorrect portfolio valuations
- Inaccurate performance reporting
- Failed reconciliations with custodians
- Compliance and audit risks
- Loss of client trust
Point's Data Quality module gives you the tools to catch and resolve data issues before they impact your operations.
The Data Quality Dashboard
Navigate to Data Quality to see the main dashboard, which shows:
Summary Cards
| Card | Description |
|---|---|
| Open Exceptions | Total number of unresolved data issues |
| Critical Issues | High-priority issues requiring immediate attention |
| Last Refresh | When data was last updated from external sources |
| Reconciliation Status | Overall status of reconciliation runs |
Exception Trend Chart
A chart showing the number of open exceptions over time. A rising trend indicates data quality is deteriorating and needs attention.
In This Section
- Refresh Jobs — scheduled data updates from external sources
- Reconciliation — comparing Point's data against external sources
- Exceptions — managing and resolving data quality issues