In asset management, reporting has outgrown manual chains and ad-hoc fixes. NeoXam Impress provides a modern reporting architecture that centralizes data, automates calculations, and...
NeoXam Impress API Integration & Data Model Configuration | RESTful Reporting
Custom Reporting Logic, RESTful APIs, and Full Integration Flexibility for Financial Institutions
NeoXam Impress isn’t just a reporting engine. It’s a core component of your enterprise architecture, designed for seamless integration, rule-based customization, and automation at scale.
It delivers a robust API Data Integration framework and flexible Data Model Configuration to power real-time reporting, regulatory filings, and bespoke analytics. Engineered for technical audiences, Impress elevates your reporting software capabilities with RESTful endpoints, customizable data fields, in-platform business logic, and enterprise-grade security.
Why It Matters for IT & Reporting Teams
- Connect Anywhere: Pull or push data through APIs, file transfers, or live queries.
- Automate Everything: Trigger reports automatically from workflows, schedules, or data loads.
- Customize Without Limits: Use your own KPIs, rules, and templates to match business logic.
- Secure & Scalable: Run on-prem or in the cloud with robust security and data governance.
Why Choose NeoXam Impress for Your Reporting API Needs
1. ReportsRESTful API for Data & Report Retrieval
Impress offers a secure, fully documented RESTful API for retrieving data, generating reports, and integrating with external systems.
- Output formats: JSON, XML, CSV, XLS, PDF
- Authentication & role-based access
- Ideal for portals, dashboards, and data services
- Real-time and batch-triggered access
2. Custom Fields, Metrics & Calculations
Don’t settle for off-the-shelf data models. Impress allows you to define and calculate bespoke fields.
- Tailor performance metrics, risk calculations, or regulatory ratios
- Embed your business rules into reports directly
- Adjust report templates without code via UI or Excel/PPT add-ins
- Maintain your internal logic as regulations or strategies evolve
3. Custom Business Rule Integration
Impress lets you go beyond static templates with an embedded rule engine:
- Set validation rules (e.g. missing data flags)
- Trigger formatting or alerts based on thresholds
- Apply regulatory or policy-based checks in real time
- Enhance data quality and auditability within the report lifecycle
4. Real-Time & Scheduled Workflow Automation
Run Impress like a microservice in your pipeline or a job in your schedule:
- Trigger reports after data ingestion or cleansing
- Schedule production runs (daily, weekly, monthly)
- Integrate with orchestration tools like Airflow, Jenkins, or internal schedulers
- Track SLA, status, and error logs via dashboards or API
5. Multi-Channel Output & Embeddable Delivery
Distribute Impress content across all your delivery channels:
- Direct API delivery to portals
- SFTP drop points for file exports
- Email triggers with attachments
- Embedded dashboards via iFrames or Web Components
6. Microsoft Excel & PowerPoint Integration
Use Impress’s Office add-ins to keep design and reporting in sync:
- Build layouts directly in Excel or PPT
- Map data sources without code
- Automate population of branded factsheets or pitchbooks
- Maintain consistent styling with business team control
7. Cloud or On-Prem Deployment – Same Capabilities
Choose your architecture:
- SaaS (hosted on AWS or preferred cloud region)
- On-premise behind your firewall
- Hybrid deployments possible
- All features available in both models
Impress uses the same APIs and capabilities whether hosted in the cloud or locally, ensuring consistency, security, and scalability.
Real-World Use Cases
Embed Live Client Reports in a Portal
Serve latest fund performance, allocations, or regulatory docs directly in a secure, real-time client interface.
Trigger Reports Post-Data Load in CI/CD
Automate production reports after your nightly data pipeline completes.
Build Regulatory Dashboards from Golden Source
Pull consistent data from your DataHub or warehouse and feed it into local and European regulatory templates.
Define Internal KPIs for Client Reports
Add firm-specific metrics like internal IRRs, net flow adjusted returns, or proprietary ESG scores.
Fast Facts for Developers
| Capability | Details |
|---|---|
| API Support | RESTful API, secured & authenticated |
| Output Formats | JSON, XML, XLS, PDF, CSV |
| Custom Fields & Logic | Supported with templates, rules, and data queries |
| Rule Engine | Embedded, configurable, compliance-ready |
| Workflow Automation | Manual, scheduled, or API-triggered |
| Integration | Snowflake, Salesforce, DataHub, FactSet, SQL, SFTP |
| Microsoft Office Support | Excel, PowerPoint with add-ins |
| Deployment | SaaS (AWS) or On-prem |
| Security | Role-based access, audit trails, data encryption |
Can I integrate NeoXam Impress into my portal?
Yes. Use the API to retrieve data or embed interactive widgets using Web Components or iFrames.
Can I add custom fields and formulas?
Absolutely. Define them directly via templates, rules, or Impress’s UI tools. Your unique KPIs and formulas are fully supported.
Is automation possible for scheduled or event-based reporting?
Yes. You can automate workflows through API triggers or time-based scheduling, with full control over dependencies and notifications.
Does Impress support multiple languages and jurisdictions?
Yes. Impress is designed for global use—multi-language outputs, jurisdictional formatting, and large-scale regulatory reporting are all supported.
What kind of integrations are supported out-of-the-box?
Impress connects with Snowflake, Salesforce, DataHub, FactSet, and leading fund administrators like CACEIS or Northern Trust.
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Ready to Integrate Your Reporting?
NeoXam Impress was built to plug into your infrastructure, scale with your reporting needs, and empower your technical team to automate and evolve. Whether you're building digital portals, meeting regulatory demands, or serving thousands of clients at once, Impress has the architecture and openness to keep up.