Home Invent Cloud FlexMart

Invent Cloud

FlexMart

The low-code configuration engine that powers the Invent Cloud platform. It serves as the backbone for defining business logic, managing access control, orchestrating dataflows, and generating APIs and workflows — all through declarative configuration.

Key Capabilities

Domain Modeling

Define business entities and their relationships in a structured, reusable schema

Access Control

FlexMart provides a flexible security model that supports RBAC and ReBAC

Dataflow Orchestration

Create declarative data pipelines to ingest, transform, and enrich data

Dynamic API Generation

Instantly expose domain entities through secure APIs

Workflow Automation

Define business workflows using UI editor

GraphQL Query Engine

Query structured data across any schema

SQL via Trino

FlexMart integrates with Trino to enable SQL queries over normalized data

Domain Modeling

Build Complex Models
Supports inheritance and composition, allowing you to create structured hierarchies and combine entities for maximum reusability and flexibility
Structured Relationships
Support for directional relationships with 1:1, 1:N, and M:N cardinality enables accurate modeling of business logic and entity connections
Custom Validation Rules
Set field-level validation rules that adapt based on context to ensure data accuracy, completeness, and compliance throughout your workflows

Access Control

RBAC
Role-based access for core user roles (admin, advisor, associate, investor)
ReBAC
Relationship-based access that dynamically limits access based on ownership or linkage

Example:

An advisor can only view accounts and households they are assigned to

Contextual Authorization Across:

UI Portals
Workflows
APIs
GraphQL engine
SQL (Trino Queries)

Dataflow Orchestration

Multi-Source Connectivity
Connect to APIs, cloud storage, databases, and Trino with no-code setup
In-Flight Data Harmonization
Normalize and enrich incoming data using reusable, declarative business logic
Conditional Flow Chaining
Trigger downstream workflows based on real-time business conditions
Customizable Business Logic
Adapt pipelines to match firm-specific rules, validation, and mappings
Tenant-Level Isolation & Governance
Enforce strict data segregation and policy compliance across tenants

Dynamic API Generation

REST Endpoints for Every Entity
Each modeled entity automatically gets a RESTful API endpoint — letting you access and manage your data securely and consistently
ReBAC & RBAC-aware access enforcement
Access to API endpoints is dynamically controlled based on user roles and relationships — ensuring that every call is authorized and secure
OpenAPI Spec for Developers
Every API is documented with a full OpenAPI (Swagger) spec, enabling quick exploration, testing, and integration in development environments
Custom Endpoint Overrides
Need something special? You can override default behavior with custom handlers — perfect for advanced business rules or edge cases
Query Features Out of the Box
All endpoints support advanced query options by default, making it easy to fetch just the data you need, even in large or complex datasets

Workflow Automation

Define business workflows using
YAML or UI editor

Learn More

Flexible Workflow Steps

Unify and own your data in a cloud-native Datalake & Data Warehouse connected to all your applications

Conditional Logic & Triggers

Use branching conditions, filters, and event-based triggers to define how workflows react to changing inputs, statuses, or external events

Time-Based Controls

Set timeouts, send automated reminders, and define escalation paths to handle delays and ensure timely resolution of tasks

Role-Aware Task Routing

Route tasks intelligently using user roles, relationships, and business rules

Integration with AI agents

Integrate AI agents with wide third-party tools to automate tasks like emails, calendar updates, and messages — while supporting intelligent decision-making at every step

GraphQL Query Engine

Auto-Generated GraphQL Interface
FlexMart automatically generates a GraphQL API based on your domain model, allowing developers to query structured data with precision and flexibility.
Context-Aware Authorization
All GraphQL queries are governed by FlexMart’s RBAC and ReBAC models, ensuring that users only access the data they’re permitted to see
Built for Frontend & Analytics
Deliver real-time data experiences across web and mobile — the GraphQL engine is optimized for UI-driven development and dynamic reporting needs

SQL via Trino

Domain-Driven SQL Views
FlexMart auto-generates Trino views based on your domain schema, making it easy to write clear, consistent queries across normalized data
Row-Level Security by Design
ReBAC rules are enforced within Trino, ensuring that users can only access the data they’re authorized to see — even in direct SQL queries
Analytics-Ready Integrations
Connect instantly to Power BI, Tableau, Superset, or any JDBC-compatible tool — no custom setup required, just plug and query

Flexibility by Design

Multi-tenant support: All logic and data are isolated per tenant, enabling firm-specific configurations
Declarative definitions: YAML-based templates allow full portability and version control
Composable: Entities, dataflows, APIs, and workflows can be reused across modules and tenants

Secure by Default

All execution paths (API, SQL, GraphQL, workflows) pass through FlexMart’s authorization engine
No bypassing – enforcement is universal
Audit trails for workflow decisions
Fine-grained access policies can be defined and are consistently enforced across all interfaces

Developer-Friendly

Fully documented schema and endpoints
Live preview of GraphQL and REST APIs in Console
Git-backed deployment model for YAML configurations
Local dev tools for testing dataflows and workflow logic
Developers can package configurations into reusable bundles for Invent Cloud, making them available to other organizations

Example Use Case

Wealth Management

For a wealth management firm, FlexMart can define:

Entities: Advisor, household, account, asset, transaction
Relationships: Advisor-to-household, account-to-household, rep code mappings
Permissions: Advisor can only view households they manage; compliance sees all
Workflows: Onboarding, transaction review, fee billing
Dataflows: Daily custodial feeds from Schwab and Black Diamond, merged and deduped

Get a Demo

Insurance

Insurance Industry:

Entities: Case, Policy, Annuitant, Case Owner
Relationships: Case-to-IAR, IAR-to-RIA, Case-to-Carrier
Permissions: Only assigned adjusters can view claims; auditors see redacted versions; owners and annuitants access signature tasks
Workflows: Intake form submission, internal review, client signature, carrier submission, NIGO resolution
Dataflows: Real-time sync with policy admin systems, CRM, FireLight, and external KYC/fraud APIs

Get a Demo

Real Estate

For a wealth management firm, FlexMart can define:

Entities: Property, Listing, Agent, Buyer, Seller, Offer, Transaction, Document
Relationships: Agent-to-Listing, Listing-to-Property, Buyer-to-Offer, Seller-to-Property, Transaction-to-Document
Permissions: Agents see only their listings and deals; buyers/sellers access limited transaction data; compliance teams access audit-ready views
Workflows: Listing creation, offer submission, negotiation approvals, contract signing, deal closure
Dataflows: Sync with MLS platforms, title companies, e-signature tools, and property valuation APIs