Ability for clients to configure Loading of tables into Data Warehouse using variable based approach
Clients using the Investment Analytics Platform (IAP) for Performance have a need to store historical performance data in the SimCorp Data Warehouse for reporting and downstream publication. To support this, version 26.01 introduces new functionality that makes importing data from IAP APIs easier and more customizable.
With this release, you can:
Create and execute multiple configurations for API-based fact tables tailored to your reporting needs.
Leverage new standard fact tables added to the IMW model for seamless integration of IAP data.
This enhancement gives you greater flexibility and control over how performance data flows into your Data Warehouse.
Benefits
Greater Flexibility: Ability to easily configure Data Warehouse loads to extract the relevant IAP data based on different parameters available in the APIs
Standardization of Integration: Complexity of constructing ETL logic from IAP APIs is now managed as part of the Data Warehouse Investment Management Warehouse(IMW) model.
Historical Data Management: Simplifies storing and versioning of historical IAP performance data for accurate client reporting and downstream publication.
Caption: New Menu for configuring Table Imports for API Based tables in DWH Manager
Caption: Clients can define multiple configurations for extracting different data sets from tables based on APIs, eg different date sets for daily vs month-end requirements. Configuration names are customisable
Caption: Each configuration has a set of variables attached to it which allows the client to flexibly control what data is extracted from the APIs by adding values for the available variables. These variables are linked to the parameters available on the underlying API
Caption: Each configuration appears as a separate item that can be executed as part of a load plan and can be executed independently or at the same time
Caption: New standard tables have been added to SimCorp IMW model to capture Single-Day figures from IAP
Subscription based licensing
Snowflake Data Warehouse
Sales module dependency
Data Warehouse Manager/IAP
Ability for clients to execute Data Warehouse Processes using API
As of version 26.01, clients using the Snowflake Data Warehouse now have access to the REST API Led – Cloud Data Warehouse Service, a modernized, HTTP-based execution layer designed specifically for Data Warehouse workloads. This new framework replaces the legacy Reporting Data Jobs Service, facilitating a cloud-friendly, scalable approach to orchestration and control of warehouse processes.
Benefits
Built on industry-standard HTTP/REST within the SimCorp API Gateway framework, this service enables direct invocation of Data Warehouse processes without reliance on traditional batch jobs.
With expanded endpoint coverage and REST-driven execution, users can now run multiple Data Warehouses in parallel without spawning additional services. This allows for more efficient scaling for Data Warehouse processes.
The service can also be executed via command line, enabling seamless integration into enterprise scheduling and DataOps automation tools, making orchestration repeatable, scriptable, and CI-friendly.
This module makes it possible to expose Data Format Setups as well as their integration with Direct Filters through Web API endpoints, using standard technologies like JSON and HTTPS. This allows external systems to exchange data with SimCorp Dimension in a structured format.
In addition to a set of predefined endpoints that accept flat data structures, users can also define custom endpoints with tailored JSON models based on individual Data Format Setups—offering flexibility for more specific integration needs.
The module is built on SimCorp’s WebAPI framework, which handles authorization and other core functions. To use it, the required infrastructure must be in place within your SimCorp Dimension environment.
Benefits
Extends the range of windows available via API endpoints in a configurable way.
Enable external systems to trigger filter import operations via API.
Optimize data governance by exposing only selected fields through publishable definitions.
Definition of Dynamic Endpoint with configurable JSON contract via Data Format Setup.
Subscription based licensing
Foundations
Sales module dependency
Filter Tool Box
Data Extraction API
This module makes it possible to directly expose Extraction Definitions, Extraction Setups, and Extract Exporters as Web API endpoints, using standard technologies like JSON and HTTPS. This allows external systems to retrieve structured data from SimCorp Dimension in a consistent and secure format.
The module is built on SimCorp’s WebAPI framework, which handles authorization and other core functionalities. To use it, the required infrastructure must be configured within your SimCorp Dimension environment.
Benefits
Enable easy data access by exposing Extraction Definitions, Setups, and Exporters through standardized Web API endpoints.
Leverage SimCorp’s modern WebAPI framework for scalable, authorized data exchange across systems.
Subscription based licensing
IMS Data Domain API + Foundations
Sales module dependency
IMS Data Domain API
Release 25.07 Data Management
Data Warehouse connectivity via Managed Identity – Azure-hosted clients
In anticipation of a mandatory change to Snowflake authentication protocols (Snowflake documentation here), the SimCorp Data Warehouse offers clients who host SimCorp Dimension on Azure the option to authenticate to Snowflake using an External OAuth service hosted in Azure. From June 2026, usernames and passwords for service user type (which the Data Warehouse currently uses to authenticate) will no longer be supported by Snowflake. The External OAuth functionality offers a more secure method for authenticating with Snowflake, which does not rely on the storage of credentials in Azure Keyvault. Access to the OAuth Service uses the Azure Managed Identity of the machine hosting the Reporting Data Jobs Service in SimCorp Dimension.
Benefits
Enhanced security: By using External OAuth authentication, credentials are no longer stored in Azure Key vault, reducing the risk of credential leakage or misuse.
Future-proof compliance: The new method aligns with Snowflake’s upcoming authentication requirements, ensuring continued access and support beyond June 2026.
Integration with Azure: Leveraging Azure’s Managed Identity for authentication simplifies access management and enhances integration with existing Azure-hosted infrastructure.
Schema Connections Window in Data Warehouse with new Authorization Method for External OAuth. Clients Specify the UID Managed Identity Client and Object ID to be used to authenticate with the OAuth Service.
Subscription based licensing
Data Warehouse Manager
Sales module dependency
Snowflake Extension for Data Warehouse
Azure Blob Storage authorization via Azure Managed Identity
Clients hosting SimCorp Dimension on Azure now have the option to authorize Azure Blob Storage using Azure Managed Identity instead of an access key. The Azure Managed Identity is used to obtain an access token via Microsoft Entra ID (formerly Azure Active Directory) authorization, enabling secure access to the required Blob Storage container.
Benefits
Improved aecurity: Eliminates the need to store and manage access keys, reducing the risk of accidental exposure or misuse of credentials.
Simplified access management: Authorization is handled automatically through Azure’s identity platform (Microsoft Entra ID), streamlining permissions and reducing administrative overhead.
Seamless integration with Azure Services: Managed identities are natively supported across Azure, enabling secure and consistent access to Blob Storage and other resources without additional configuration.
Schema Connections Window in Data Warehouse with Managed Identity specified as method of Authorization for Storage. The Managed Identity to be used is saved as a parameter in the CNF.ini file in the SimCorp Dimension Netroot Directory.
Subscription based licensing
Data Warehouse Manager
Sales module dependency
Snowflake Extension for Data Warehouse
Snowflake Authentication via Key Pair
In anticipation of a mandatory change to Snowflake authentication protocols (Snowflake documentation here), the SimCorp Data Warehouse offers clients the ability to authenticate to Snowflake using the Key Pair authentication method. From June 2026, username and password (which the Data Warehouse currently uses to authenticate) will no longer be supported. The new functionality allows clients to generate a private key which is encrypted and saved into the SimCorp Database. This private key is then paired with a public key which is assigned to the user in Snowflake.
Benefits
Enhanced Security: Key Pair authentication eliminates the need for usernames and passwords, reducing the risk of credential theft and unauthorized access. The use of encrypted private keys stored securely in the SimCorp Database ensures a more robust authentication mechanism.
Future-Proof Compliance: By adopting Key Pair authentication ahead of the June 2026 deadline, clients ensure compliance with Snowflake’s upcoming mandatory authentication protocol changes, avoiding disruptions to data access and operations.
Simplified Configuration: Key Pair offers a more simplified flow for replacing Username and Password than using an OAuth service.
Schema Connections Window in Data Warehouse with new Authorisation Method for Private Key. Upon saving the configuration, the private key is encrypted and saved to the SimCorp Database. The public key can be retrieved from the Schema Creation Script.
Subscription based licensing
Data Warehouse Manager
Sales module dependency
Snowflake Extension for Data Warehouse
AWS S3 Bucket for Data Warehouse Storage
Clients now have the option of using an AWS S3 Bucket for exchange of data between SimCorp Dimension and Snowflake. Prior to this version, only Azure Blob storage was supported. Authorization to the S3 bucket is with access key only.
Benefits
Increased flexibility: Clients can now choose between AWS S3 and Azure Blob Storage, enabling them to align data exchange processes with their preferred cloud infrastructure or existing cloud strategy.
Broader cloud compatibility: Supporting AWS S3 expands integration capabilities, making it easier for organizations already using AWS services to incorporate SimCorp Dimension and Snowflake into their workflows.
Schema Connections Window in Data Warehouse with S3 bucket selected as the Storage Provider. Authentication to the S3 bucket is with an access key.
Subscription based licensing
Data Warehouse Manager
Sales module dependency
Snowflake Extension for Data Warehouse
Cross Cloud Access to AWS hosted Snowflake and S3 Bucket
SaaS clients who are hosting SimCorp Dimension on Azure now have the option of integrating the SimCorp Data Warehouse with a Snowflake Account and Storage Solution (S3) hosted on AWS. In this configuration, Azure Managed Identity can be used to retrieve tokens from an Azure-based OAuth service, which grants access to both Snowflake and AWS S3 bucket. In the case of the latter, the token for accessing the S3 bucket is retrieved from an AWS-hosted security token service.
Benefits
Client-controlled storage compliance: Clients can manage their own AWS S3 storage, aligning data handling with internal security policies and regulatory requirements.
Seamless AWS integration: SaaS clients with existing AWS infrastructure can now integrate the SimCorp Data Warehouse while SCD is still hosted on Azure.
Secure and centralized authentication: By leveraging Azure Managed Identity and OAuth, clients benefit from a centralized, token-based authentication mechanism that securely grants access to both Snowflake and AWS S3 without managing separate credentials.
Data Warehouse cross-cloud architecture.
Schema Connection window in Data Warehouse Manager with Azure Managed Identity used to access a Snowflake account and S3 Bucket hosted on AWS.
