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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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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 and from the drop-down list, select the type of data strategy you want to create.
   You see the Data Strategy wizard with the

   Definition

   Define page as the default.

   Info
   Depending on the type of data strategy you are creating, the wizard displays only relevant pages.

   
   

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. 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.

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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. The 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

1. For the each Vendor Source listed, select the corresponding Date Rule from the drop-down list. Options include the default vendor expiration rule selected on the Define page and Null. 
2. Click Next.
   You see the Enrichments page.

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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