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For additional information on managing workspace searches, navigating in Eagle, and using the ribbon, see CommonUI.


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The Ribbon

The workspace ribbon provides you with a set of tools that are organized under two tabs in the Reference Data Center.  

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The Workspace
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The workspace is the main work area in the Reference Data Center where data is displayed or edited. In the workspace, you can review securities, and exceptions, create and delete securities, audit manual changes to securities, attach documents and comments to securities, generate reports, and edit overrides.

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  • Field. Displays the name of the composite field in error.
  • Source. Displays the vendor source of the field in error.
  • Error Code. Displays the error code of the validation error.
  • Status. Displays the status of the error.
  • Severity. Displays the severity level of the exception. Options include:
    –  Warning
    –  Critical
  • Error. Describes the validation error.
  • Resolution. Explains how to resolve the error.
  • Business Description. Describes what caused the error.

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The Edit Security Window
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When you drill down on a specific security or exception record, the Reference Data Center displays the Edit Security window with the Security Details tab selected. Options include:

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  • Analytics tab. Displays security analytics based on the Analytics data strategy governing the security.
  • Variable Rates tab. Displays variable rates based on the Variable Rates data strategy governing the security.
  • Ratings tab. Displays security ratings based on the Ratings data strategy governing the security.
  • Vendor History tab. Displays vendor history based on the Vendor History data strategy governing the security.
  • Corporate Actions tab. Displays corporate actions if specified in the Security data strategy governing the security. Note you can view and edit this information, however, it is not part of the full Reference Data Center workflow. That is, you cannot override and release an exception or authorize and reject an override.
  • Final Factor tab. Displays factors if specified in the Security data strategy governing the security. Note you can view and edit this information, however, it is not part of the full Reference Data Center workflow. That is, you cannot override and release an exception or authorize and reject an override.
  • Schedules tab. Displays call and put schedules if specified in the Security data strategy governing the security. Note you can view and edit this information, however, it is not part of the full Reference Data Center workflow. That is, you cannot override and release an exception or authorize and reject an override.
  • SMF Earnings Time Period tab. Displays earnings time periods for scheduled changes to a security. Note you can view this information, however, it is not part of the full Reference Data Center workflow


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The Monitor Workspace

The Monitor workspace displays the Automation Center workspace, allowing you to monitor Event Type equal to Reference Data Center events. You can monitor jobs/events status for any job you wish to select. The information displays below the results in several panes:

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