Description

Provides performance results based on calculation availability and service deliverables.

• Daily Performance - Daily performance statistics and time periods available for entities at total, node, and security level. Results are returned for entitled indices at Total Level.

• Monthly Performance and Risk - Monthly performance statistics and time periods available for entities at total, node, and security level. Results are returned for entitled indices and risk statistics at Total Level.

Client Benefits

• The Performance and Analytics Returns service can be utilized to pull daily and monthly Performance results and monthly risk data on demand.

• User can select effective date, hierarchy, rule type or entities. Entities can include portfolios, breakouts, aggregates, as well as stand alone and preferred indices.

Data Availability

• Based on performance availability.

Note

For additional detail on field formats and codes, please reach out to api-support@statestreet.com or your client service representative.

Description

This endpoint is designed to receive event notifications from CORP and CRD instances of Salesforce, typically triggered by a platform event or change data capture (CDC) mechanism. MuleSoft acts as the middleware that listens for these events and forwards them to this API for downstream processing by Client 360 application.

Client Benefits

This is an internal api which is used to connect Mulesoft with Client 360 application. Not a client service.

Data Availability

• Salesforce events are picked up by Mulesoft Connector in near real time
• Possible events are Account, User , Contact , Oppurtunities, ACV and User.

Legal Entity Search

Description

The MDM Legal Entity Search API is designed to retrieve information about Legal Entities from the golden source for Legal entities. This API is maintained within the corporate Master Data Management system, ensuring that the data is accurate and up-to-date.

Client Hierarachy Search

Description

The MDM Client Hierarchy API is designed to retrieve information about client and customer relationship data along with contracting and servicing entity at a product level. Client hierarchy also includes the legal structure of a client. This API is maintained within the corporate Master Data Management system, ensuring that the data is accurate and up-to-date.

Client Benefits

• Near Real-Time Information: State Street internal applications can retrieve data in near real-time from the golden source, ensuring that users have access to the most current data available.
• Enhanced Data Accuracy: By accessing the golden source, the API ensures that the information retrieved is accurate and reliable, reducing the risk of errors in downstream applications.

Data Availability

• Data Source: The data is retrieved from the Data Lake, which serves as a centralized repository for all relevant information.
• Real-Time Updates: Updates are made to the Data Lake in near real-time, ensuring that the information remains current and reflective of the latest changes.

Description

Provides a range of analytics metrics and aggregations to be used for market liquidity analysis and regulatory reporting purposes of State Street clients.

Client Benefits

• A new convenient way to provide liquidity data to State Street clients through API.
• Increased efficiency and reduced query volumes through reduction of manual and email-based operations
• Flexible method to query liquidity metrics in an ad-hoc manner.
• Different filtering methods with a use of available input parameters.

Data Availability

• Data is updated as per the frameworks' requirements – usually quarterly.
• Data is structured in endpoints to address various liquidity frameworks' requirements.

Description

Investment Risk Analytics ESG (Environmental, Social, Governance) API provides a range of analytics metrics and aggregations to be used for analysis and regulatory reporting purposes of State Street clients.

Client Benefits

• A new convenient way to provide ESG data to State Street clients through API.
• Increased efficiency and reduced query volumes through reduction of manual and email-based operations
• Flexible method to query ESG metrics in an ad-hoc manner.
• Different filtering methods with a use of available input parameters.

Data Availability

• Data is updated as per the frameworks' requirements - usually quarterly.
• Data is structured in endpoints to address various ESG frameworks' requirements.

Description

• The Responsible AI (RAI) Observability Gateway Interface allows users to push LLM conversations used for metrics calculations.
• The GET API '/trace' can be used with traceId to retrieve the contents.

Client Benefits

• These APIs ensure that the clients are complaint with the RAI Governance Requirements.
• These APIs will help the clients take advantage of the LLM Evaluation Services.

Data Availability

• Data is compartmentalized by application and environment.
• Updates in near real-time

Description

Responsible AI Project, provides a governed and centralized mechanism for developers to quickly build, deploy, and manage generative AI applications for business use cases in a responsible manner.

The Management servcies consists of Model Management, Policy Management and Prompt Management.

• Model Management APIs provides centralized access to Large Language model management.

• Policy Management APIs provides information about client's access to Large Language models. It is coupled with model management capabilitities, guardrails for content control, identity management, and role-based access control.

• Prompt Catalog Management API provides centralized access to prompt template management, grounding rules and system prompts.

Client Benefits

• Internal users at State Street can only utilize a common registry for large language model (LLM), Policy Managements and Guardrail Managements.
• This ensures that all model access is regulated and controlled.

Data Availability

• Data is compartmentalized by application and environment.
• Only client level configurations are stored in RAI.

Description

The retrieval service for RAG (Retrieval Augmented Generation) allows users to choose from different retrievers, providing flexibility in techniques based on usage and requirements.

Client Benefits

The benefits of RaaS include:

• Scalability

• Allowing for plug-and-play integration of different strategies

• Efficiency

• Streamlining the process of information extraction and storage for faster data retrieval

• Flexibility, adaptable to various data types and formats.

Data Availability

RaaS ensures that the parsed and chunked data is readily available for future use, maintaining a structured storage system that facilitates quick access and retrieval of information as needed.

Description

Rag (Retrieval Augmented Generation) as a Service provides the user with the ability to create a knowledge base and manage data sources to efficiently handle their data. It also offers the necessary strategies to leverage RAG (Retrieval-Augmented Generation) as a service.

Client Benefits

Benefits include:

• Efficient data management

• Enhanced decision-making

• Scalability

• Time-saving automation and improved accuracy

Data Availability

Rag as a Service ensures high availability of your data, allowing for seamless access and retrieval at any time. It supports a wide range of data sources and formats, ensuring compatibility and flexibility in managing diverse datasets.

Description

Rag as a Service (RaaS) provides the capability to extract information from data by following a systematic flow of document upload, parsing, and chunking, breaking down documents into smaller pieces for efficient storage and future use. It employs various parsing and chunking strategies that can be easily integrated and customized as per user requirements.

Client Benefits

The benefits of RaaS include:

• Scalability

• Allowing for plug-and-play integration of different strategies

• Efficiency

• Streamlining the process of information extraction and storage for faster data retrieval

• Flexibility, adaptable to various data types and formats.

Data Availability

RaaS ensures that the parsed and chunked data is readily available for future use, maintaining a structured storage system that facilitates quick access and retrieval of information as needed.