Skip to content

Role Guides

Welcome to CalcBridge role-based documentation. These guides provide tailored onboarding experiences for different user personas, helping you get productive quickly with the features most relevant to your responsibilities.

Choose Your Role

CLO Analyst

Analyze CLO portfolios, run compliance tests, monitor thresholds, and generate trustee-ready reports.

  • Run automated compliance tests
  • Analyze cushion values
  • Monitor portfolio metrics
  • Generate compliance reports
Portfolio Manager

Manage CLO holdings, track performance, simulate trades, and make informed decisions with what-if scenarios.

  • Create what-if scenarios
  • Simulate buy/sell trades
  • Analyze impact on compliance
  • Track portfolio performance
Risk/Compliance Officer

Monitor regulatory compliance, manage audit trails, investigate breaches, and maintain SOC 2 documentation.

  • Configure threshold alerts
  • Review audit logs
  • Investigate compliance breaches
  • Generate SOC 2 reports
Data Operations Analyst

Manage data ingestion, configure column mappings, ensure data quality, and resolve schema drift issues.

  • Upload and parse Excel files
  • Configure column mappings
  • Validate imported data
  • Handle schema changes
System Administrator

Manage platform infrastructure, user accounts, API keys, and monitor system health and performance.

  • Create and manage tenants
  • Administer user roles
  • Generate API keys
  • Monitor system metrics
Developer/Integrator

Build integrations with the CalcBridge API, automate workflows, and extend platform functionality.

  • Authenticate via JWT/API keys
  • Upload workbooks via API
  • Evaluate formulas programmatically
  • Build custom dashboards

How to Use These Guides

Each role guide follows a consistent structure:

  1. Role Overview - Understand your responsibilities and how CalcBridge supports them
  2. Daily Workflow - A typical day-in-the-life workflow with CalcBridge
  3. Key Features - The features most relevant to your role
  4. Step-by-Step Tutorials - Hands-on guides for common tasks
  5. Tips and Best Practices - Expert advice for getting the most out of CalcBridge

Common Workflows Across Roles

flowchart TB
    subgraph DataOps["Data Operations"]
        A[Upload Excel] --> B[Configure Mappings]
        B --> C[Validate Data]
    end

    subgraph Analysis["Analysis & Testing"]
        D[Run Compliance Tests] --> E[Review Results]
        E --> F[Analyze Cushions]
    end

    subgraph Scenarios["What-If Scenarios"]
        G[Create Scenario] --> H[Simulate Trades]
        H --> I[Compare Impact]
    end

    subgraph Compliance["Compliance & Audit"]
        J[Monitor Alerts] --> K[Investigate Issues]
        K --> L[Generate Reports]
    end

    C --> D
    C --> G
    F --> J
    I --> J

    style DataOps fill:#DBEAFE,stroke:#3B82F6
    style Analysis fill:#DCFCE7,stroke:#22C55E
    style Scenarios fill:#FEF3C7,stroke:#F59E0B
    style Compliance fill:#FEE2E2,stroke:#EF4444

Role Permissions Matrix

Capability CLO Analyst Portfolio Manager Compliance Officer Data Ops Admin Developer
View Workbooks
Upload Data -
Run Compliance Tests -
Create Scenarios - -
Configure Mappings - - -
View Audit Logs - - - -
Manage Users - - - - -
Manage Tenants - - - - -
API Access - - - -

Getting Help

Need assistance?

Select your role above to get started with personalized onboarding.