Refresh Jobs
Refresh Jobs are scheduled processes that pull updated data from external sources into Point. They keep your investment data current by automatically fetching prices, FX rates, positions, and transactions from banks, custodians, and market data providers.
Viewing Refresh Jobs
Navigate to Data Quality → Refresh Jobs to see all configured jobs.
Job List Columns
| Column | Description |
|---|---|
| Job Name | A descriptive name for the job |
| Data Type | What type of data the job fetches (Prices, FX Rates, Positions, Transactions) |
| Source | The external system the job connects to |
| Schedule | When the job runs (e.g., Daily at 18:00 UTC) |
| Last Run | Date and time of the most recent execution |
| Status | Success ✅, Warning ⚠️, Failed ❌, Running 🔄, Pending ⏳ |
| Records Processed | Number of records imported in the last run |
Job Statuses
| Status | Meaning | Action Required |
|---|---|---|
| ✅ Success | Job completed successfully | None |
| ⚠️ Warning | Job completed but with some issues | Review the job log |
| ❌ Failed | Job did not complete | Investigate and resolve |
| 🔄 Running | Job is currently executing | Wait for completion |
| ⏳ Pending | Job is scheduled but hasn't run yet | None |
Running a Job Manually
If you need data updated immediately (e.g., before generating a report):
- Find the job in the list
- Click the Run Now button (▶ icon)
- Confirm the manual run
- The job status will change to 🔄 Running
- Refresh the page to see the updated status
When to Run Manually
Manual runs are useful when:
- You need up-to-date data before a client meeting
- A scheduled run failed and you've resolved the underlying issue
- You've added new data sources and want to do an initial load
Job Logs
To see the detailed log for a specific job run:
- Click on the job name
- Select the Run History tab
- Click on any historical run to see its log
The log shows:
- Start and end time
- Number of records fetched, processed, and rejected
- Any errors or warnings with details
- The data source's response codes
Common Failure Reasons
| Failure Reason | How to Resolve |
|---|---|
| Authentication failure | Check that the API credentials for the data source are still valid |
| Connection timeout | The external source was unavailable — retry later or contact the source |
| Data format error | The source sent data in an unexpected format — contact support |
| Duplicate records | The source sent data that already exists — usually safe to ignore |
| Validation failure | Data failed Point's validation rules — review the specific records in the log |
Configuring New Jobs
To add a new refresh job, contact your administrator or support@pointgroup.io. Setting up a new job requires:
- Access credentials for the data source
- The data format specification
- The desired schedule
- Mapping rules (how the source data maps to Point's data model)