When you create a data strategy, you select the options that control the types of reference data to release, the vendors to use, and the validations to apply for each gold copy composited security. You can define a series of data strategies for each reference data type, such as security, analytics, and so forth; however, you must not set up two data strategies that process the same security for the same reference data type. You can import Eagle default data strategies when you migrate security data strategies.
Each data strategy identifies the following:
- Securities managed by the data strategy
- Field groups and release levels in the data strategy
- Gold copy sources to release
- Source hierarchy rules for each field
- Validation rules for each field
- Enrichment rules for each field
- Input values, such as default and override values
Create Data Strategies
In the Setup workspace in Reference Data Center to create a data strategy by specifying information about the data strategy, including the name, general description, securities to process, fields to composite, You can set up data strategies in Reference Data Center in the Data Strategy wizard. Here you can define the data strategy, specify the security criteria, select the field groups, define data sources to use, and the enrichments and validations to apply during the securities compositing process. You can also audit the historical changes to data strategiesapply enrichments and select validation rules.
Define the Data Strategy
You can define a data strategy that governs a specific subset of securities, including source hierarchy rules and other information about compositing data for these securities.
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Define Vendor Data Expiration
In the Vendor Data Expiration page you can define the date rule for all vendor data sources. here you can override the Vendor Date Expiration entered in the Sources page.
- For the Vendor Source listed, select the corresponding Date Rule from the drop-down list. Options include:
Apply Enrichments
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