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Before you use Reference Data Center, you must enable the security tabs you wish to use in the Edit Security workspace. The Edit Security workspace maintains additional composited security information, such as Analytics, Variable Rates, and Ratings, as well as optional non-composited security information. You must enable tabs for all the types of security detail data you wish to use with any one of your data strategies.
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The list below describes several important system settings that customize application and engine behavior.
- Setting 21. Enables/disables code values translations during the compositing.
- Setting 36. Specifies the field ID of the entity name.
- Setting 37. Specifies the field ID of the issue name.
- Setting 38. Specifies the field ID of the issuer name
- Setting 39. Specifies the maximum number of days to include historical securities reference data in the security summary results. Default is 30 days.
- Setting 1000. Specifies the field IDs of the fields displayed for securities in the middle pane of the Securities Data workspace. For example: 370;Issue Name:371;Investment Type:368;Currency:369;Primary Asset ID:374;Data Strategy:409;Exchange:410;Needs Authorization:412;Composite Date:413;Processing Security Type:414;Composite Exceptions.
- Setting 1001. Specifies the field IDs of the fields used as filters in the top pane of the Securities Data workspace.
- Setting 1006. Specifies the field IDs of the fields displayed during a security lookup using Logic builder.
- Setting 1007. The processing security types (PSTs) to exclude from the security summary query results. Default is SWLEAC,SWLEIF,SWLXEQ,SWLEDB.
- Setting 1009. Indicates whether to allow case insensitivity or case sensitivity when using search filters for security summary results. Options include:
– 1 (Default). Indicates case insensitive filters.
– 0. Indicates case sensitive filters. - Setting 1010. Specifies the days of history offset used to default the Start Date on the History tab of the Manage Exceptions workspace, to filter the display of historical records.
NOTE: You can view a list of all available field IDs with field names when you edit any filter options requiring the selection of field IDs.