Intelligence / BI datasets
Your data in your own tools, with your own permissions
Structured datasets for external analysis, exported under the caller’s entitlements rather than through a service account that sees everything.
The usual BI integration is a credential with full read access. That is a permanent hole in an otherwise careful access model.
Discuss a BI connectionDoes BI access bypass our access controls?
No. Exports run with the caller’s own permissions — no elevation, no service account with broader reach than the person using it. An analyst who cannot see a portal in the interface cannot pull its data through a dataset either.
Scoped exports
How data leaves the platform
- 01
Datasets are defined, not raw tables
Documented structures over the 88 primary entities, so a schema change underneath does not silently break your dashboards.
- 02
The caller’s permissions apply
Entitlement first, role second, exactly as in the interface. A dataset is not a privileged channel.
- 03
Encrypted fields stay protected
Where a field is encrypted and masked in the interface, the dataset respects that. Export is not a decryption route.
- 04
Access is audited
Pulls are recorded like sensitive reads. Who extracted what, when, is a question with an answer.
For your data team
Practical answers before integration
These are the questions a data engineer asks in the first thirty minutes, and vague answers to them cost weeks later.
Raw tables or defined datasets?
Defined and documented, insulated from internal schema changes
Do we get a full-access key?
No. Exports carry the caller’s own permissions
What about encrypted fields?
Masking and protection are preserved in the export
Is extraction audited?
Yes — treated as a sensitive read
Entitlement
BI datasets, off until bought
Can we export while leaving?
Yes — this is also the working path for portability
What this is not
It is a scoped export mechanism, not a real-time replication product.
Not streaming replication
If you need change-data-capture into a warehouse continuously, say so — the honest answer today is that this is dataset export, not a stream.
Modelling is your work
We provide documented structures. Fitting them to your warehouse model is your team’s project.
Permissions cut both ways
Scoped exports mean an analyst may legitimately be unable to build the dashboard they were asked for. That is access control working, and it will occasionally be inconvenient.