Page Comparison

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.

...

1. From the Setup workspace, click Data Strategies in the left navigation.
   You see the Data Strategy workspace with the list of available data strategies.
2. Click Create New.
   You see the Data Strategy wizard with the Definition page as the default.
3. In the ID text box, enter a unique identifier. If you leave this option blank, the system assigns a unique identifier.
4. In the Name text box, enter a name for the data strategy.
5. In the Description text box, optionally enter a description of the data strategy.
6. The Data Type field defaults to Price.
7. The Gold Copy field defaults to the composite source selected during setup.

8. Click Advanced Options to view the Advanced Options dialog box. Select all that apply and then click Save. Options include: 

   OptionDescription Apply trade volume to source rule logic When active, this feature uses the validated source, price type and exchange that has the most volume instead of the highest in the hierarchy Month End Processing Only - Bypass WIP Process. This feature bypasses the posting prices to the PRICE_WP table when a price is composited. Use underlying Security's price. Don't create demandWhen activated, this assumes that the data strategy is leveraging a price from the underlying enrichment and does not create a demand for the parent holding. Create demand for specified effective date This feature creates vendor-level demand for both the submitted effective date and evaluated date rule on the price source hierarchies.This data strategy will override other data strategies when there is a conflict in result of the security criteria logic This designates this data strategy as the trumping data strategy in case of conflict. Include underlying securities when creating demand. This feature creates demand for any underlying securities when demand is submitted for the data strategy.

   See 

9. Set the Enabled check box (default) to indicate the data strategy is enabled for use. Or, clear the check box to disable use.
10. Click the Vendor Data Expiration drop down and optionally select a date rule to block stale vendor data from composite use.
11. Click Next.
    You see the Criteria page.

...

Define Vendor Data Expiration 

In the Vendor Data Expiration page you can define the date rule for all vendor data sources. here Here you can override the Vendor Date Expiration entered in the Sources page. r

1. For the Vendor Source listed, select the corresponding Date Rule from the drop-down list. Options include: 

Apply Enrichments

...