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Technical architecture documentation for Ethical Capital systems
1 System Architecture Documentation
1.1 Overview
Comprehensive technical architecture documentation for Ethical Capital’s systems, APIs, and infrastructure.
1.2 Architecture Documentation
1.2.1 API Data Flow Architecture
Comprehensive mapping of data sources, transformation pipelines, and API endpoints for the ECIC Static Reporting Center.
1.2.2 Modular API Architecture
High-level architecture documentation for modular API design and implementation patterns.
1.3 System Components
1.3.1 Data Layer
- Hooks Data Lake: Primary analytical database (DuckDB)
- LACRM CRM: Client relationship management system
- Google Workspace: Communication and document collaboration
- Altruist: Custody platform (manual integration)
1.3.2 API Layer
- Authentication: Google SSO with role-based access
- Data APIs: Real-time and batch data endpoints
- Caching: Redis-based performance optimization
- Security: Multi-level data classification
1.3.3 Presentation Layer
- Quarto Dashboards: Interactive reporting interfaces
- Observable JS: Data visualization components
- Mobile-Responsive: Cross-platform compatibility
1.4 Integration Architecture
1.4.1 Data Flow
graph TB
A[LACRM API] --> E[Data Processing Layer]
B[Google Workspace] --> E
C[Hooks DuckDB] --> E
D[Altruist Manual] --> E
E --> F[Unified API Gateway]
F --> G[Dashboard Consumption]
F --> H[Report Generation]
F --> I[Compliance Monitoring]1.4.2 Security Architecture
- Level 1: Public aggregated data
- Level 2: Internal operational metrics
- Level 3: Restricted client data
- Level 4: Confidential regulatory information
- Level 5: Executive materials
1.5 Performance Requirements
1.5.1 Response Time Targets
- Executive Dashboard: <2 seconds initial load
- Detailed Reports: <10 seconds for complex analysis
- Real-time Alerts: <1 second for critical notifications
1.5.2 Scalability Planning
- Current: 48 clients, ~$50M AUM
- Year 1: 100 clients, $100M AUM
- Year 5: 500 clients, $500M AUM
1.6 Implementation Phases
1.6.1 Phase 1: Foundation (Weeks 1-4)
- Authentication framework
- Executive dashboard APIs
- LACRM integration
- DuckDB connection layer
1.6.2 Phase 2: Core Reporting (Weeks 5-8)
- Regulatory compliance APIs
- Client analytics endpoints
- Google Workspace integration
- Performance optimization
1.6.3 Phase 3: Advanced Features (Weeks 9-12)
- Strategic intelligence APIs
- Advanced vendor integrations
- Market data integration
- Alternative custody solutions
1.7 Compliance Integration
1.7.1 SEC Requirements
- Books and records compliance
- Audit trail maintenance
- Data retention policies
- Privacy controls
1.7.2 Data Quality
- Consistency validation
- Error handling and monitoring
- Performance tracking
- Security auditing
Technical Contact: development team Architecture Reviews: Monthly technical review meetings Documentation Updates: After major system changes