Why It Matters: Appian is a powerful analytical tool, but their outputs are only as good as the data they use. This workflow automates the data-refresh process, ensuring models are always running on the most current data available, which increases accuracy and reduces the risk of manual data-entry errors.
How It Works: Investment teams develop complex fund models in Excel, which are then uploaded into the Appian platform. To keep these models from becoming stale, this workflow establishes an automated data pipeline. On a scheduled basis, it pulls the latest property and fund data directly from Cherre Data Warehouse and delivers it to Appian.
Key Data & Transformations:
Data Sources: Excel Fund Models, Cherre Data Warehouse.
Key Data: Property and Fund data.
Detailed Transformations:
Scheduled Data Push: The primary transformation is the scheduled extraction of data from the warehouse and its delivery into the Appian environment, allowing for the programmatic update of the Excel-based models.
End Result: The models within Appian are programmatically updated with the latest information. This ensures their analytical outputs are always timely and reliable, supporting quantitative investment strategies.