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.
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, apply 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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- Select a rule from the Source Rule drop-down list.
You see the source hierarchy rules displayed in the space below. - Click Next.
You see the Enrichments Define Vendor Date Expiration page.
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. rThe Define Vendor Expiration page displays a list of the unique vendor sources of all the source rules used in the sources tab. By default it would be the vendor expiration rule selected or null if it’s not selected. User can override default rule for a particular source and save this as a DS override
- For the Vendor Source listed, select the corresponding Date Rule from the drop-down list. Options include :the default vendor expiration rule selected and Null.
Apply Enrichments
In the Enrichments page you can select pre-configured enrichments to be applied to the data strategy that you are creating.
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