Integration Team Knowledge Base
Integration Team is responsible for integrating external Vendor system data into RightCapital, including:
- Securities & Insurance Data - Portfolio positions, holdings, and insurance policies from custodians and brokers
- CRM Data - Household and client information from Vendor systems
- SSO - Single sign-on integration allowing advisors to seamlessly access RightCapital from Vendor platforms
Quick Navigation
Section titled “Quick Navigation”| Purpose | Document |
|---|---|
| New to Integration Team | [Onboarding Guide](getting-started/onboarding/ |
| Understand the big picture | [Overview](getting-started/overview/ |
| Technical architecture | [Architecture](getting-started/architecture/ |
| Handle Data Issues | [Data Issues Guide](operations/data-issues/ |
| Vendor operations | [Vendor Management](operations/vendor-management/ |
Integration Types
Section titled “Integration Types”| Type | Description | Data Flow | Details |
|---|---|---|---|
| API-based | Call Vendor API to fetch data | Retail API → Vendor API → DB | [API Integrations](components/api-integrations/ |
| File-based | Parse files delivered by Vendor | Vendor SFTP → Collector → S3 → Retail API → DB | [File Integrations](components/file-integrations/ |
| SSO | Single sign-on authentication | Vendor → RightCapital (or reverse) | [SSO](components/sso/ |
Key Components
Section titled “Key Components”- [Collector](components/collector/ - Downloads and processes files from Vendor SFTP servers
- [Morningstar](components/morningstar/ - Primary source for Security Master data (prices, fundamentals)
- [Nightly Sync](operations/nightly-sync/ - Scheduled batch process for data synchronization
Key Repositories
Section titled “Key Repositories”| Repository | Purpose |
|---|---|
| Retail API - Integrations | API-based integration logic |
| Collector | File download and processing |
| Morningstar | Security data sync |
| integrations-file-based | File parsing library |
| Admin Center API | Integration management backend |
Quick References
Section titled “Quick References”- Vendor List - All integrated vendors with status
- Glossary - Key terms and concepts
- Code Locations - Where to find things in codebase