Documentation Index
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Overview
Data Sharing via S3 provides businesses with automated transfer of user financial data to their designated Amazon S3 buckets. This service operates on configurable schedules, ensuring businesses receive timely updates without manual intervention.
Process Explanation
-
Data Sharing Scheduled: The business configures a data sharing schedule based on their requirements (e.g., daily, weekly).
-
Cron Triggered: At the scheduled interval, a cron job is automatically triggered to initiate the data sharing process.
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Fetch All Users of Business: The system retrieves a list of all users associated with the business.
-
Extract All Available Data: For each user, the system extracts all available financial data including analytics and FI (Financial Information) data (as per business requirement)
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Send to Business’s S3 Bucket: The extracted data is transferred to the business’s designated S3 bucket.
S3 File Structure
File Structure Explanation
The data is organized in the S3 bucket using a hierarchical folder structure:
| Level | Description |
|---|
| bucket_name | The S3 bucket name shared by the business |
| date | Date folder for organizing data by transfer date |
| user_id | Individual folder for each user’s data |
| ANALYTICS | Analytics data file containing analytics for all FI types |
| FI_DATA | Raw financial data file containing all FI types data |
Example Path
s3-data-bucket/
└── 2024-12-24/
└── user_12345/
├── ANALYTICS
└── FI_DATA
dataType field identifies the file type, and the payload key (analytics or fiData) contains one key per FI type present for that user.
ANALYTICS
Contains processed analytics output for all FI types linked to the user.
{
"referenceId": "<string>",
"dataDate": "2026-04-22",
"dataType": "ANALYTICS",
"analytics": {
"MUTUAL_FUNDS": { ... },
"EQUITIES": { ... },
"ETF": { ... },
"DEPOSIT": { ... }
}
}
| Field | Type | Description |
|---|
referenceId | string | Unique identifier for this data push event |
dataDate | string (yyyy-MM-dd) | Date for which this data was generated |
dataType | string | Always "ANALYTICS" for this file |
analytics | object | Map of FI type → analytics payload; only FI types with available data are included |
FI_DATA
Contains raw financial data for all FI types linked to the user.
{
"referenceId": "<string>",
"dataDate": "2026-04-22",
"dataType": "FI_DATA",
"fiData": {
"MUTUAL_FUNDS": { ... },
"EQUITIES": { ... },
"ETF": { ... },
"DEPOSIT": { ... }
}
}
| Field | Type | Description |
|---|
referenceId | string | Unique identifier for this data push event |
dataDate | string (yyyy-MM-dd) | Date for which this data was generated |
dataType | string | Always "FI_DATA" for this file |
fiData | object | Map of FI type → raw FI payload; only FI types with available data are included |
Configuration Requirements
S3 Bucket Setup
The data sharing service requires cross-account access between our system and your S3 bucket. This involves configuration on both sides:
On Your Side (Business S3 Account)
- S3 Bucket ARN: Share your S3 bucket ARN with us
- Bucket Policy: Add our IAM role to your S3 bucket policy to grant write access
Example bucket policy structure:
{
"Version": "2012-10-17",
"Statement": [{
"Effect": "Allow",
"Principal": {
"AWS": "<IAM_ROLE_ARN_PROVIDED_BY_US>"
},
"Action": ["s3:PutObject"],
"Resource": "arn:aws:s3:::your-bucket-name/*"
}]
}
On Our Side
- IAM Role: We configure an IAM role with access to your S3 bucket ARN and share the role ARN with you for bucket policy configuration
- We Provide - IAM Role ARN (to be added in your bucket policy)
- You Provide - S3 Bucket ARN
