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You can audit the historical changes to data strategies.
To audit changes to data strategies: 1. In
- In the Setup workspace, click Data Strategies in the left navigation.
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- You see the Data Strategies workspace with the list of available strategies.
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- Select the data strategy you wish to audit and click the Audit button.
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- You see the list of historical changes, including the user ID and timestamp associated with the change.
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- Select the historical record and click View Audit Record.
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- You see the Data Strategy Audit Details dialog box.
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- Click Compare Audit to Current to display the difference between the historical and the current field properties. Or, select a second historical record and click Compare Audit Records to display the differences between the two records.
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- Click OK to exit the review.
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You can use the Setup workspace in Reference Data Center to submit data strategies during quality assurance activities to confirm the setup of the strategy. You can manually submit a data strategy in a production environment to re-run a scheduled job. You can also submit the data strategies that govern a specific data type.
To submit data strategies: 1. In
- In the Setup workspace, click Data Strategies in the left navigation.
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- You see the Data Strategy workspace with the list of all available data strategies.
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- Select the data strategy you wish to submit and click Submit and Submit Data Strategy.
- You see the Submit dialog box.
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- Set the Only submit for securities with changes since the last submission check box to restrict processing to only securities that have new data to composite.
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- In the Days to Look Back text box, enter the number of days of recent vendor data you wish used for the composite.
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- Click the Effective Date drop down and select the date you wish securities composited.
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- Click the Gold Copies drop down and select the gold copy you wish composited.
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- Set the Submit the Engine at Log Level check box to override the Default log levels and select a log level from 1 to 10.
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- Click Submit.
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- The data strategy is submitted to the system for compositing of the securities associated with the data strategy.
To submit data strategies governed by a specific data type: 1. In
- In the Setup workspace, click Data Strategies in the left navigation.
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- You see the Data Strategy workspace with the list of all available data strategies.
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- Select the data strategy you wish to submit and click Submit and Submit Data Type (Changes Only).
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- You see the Submit for Data Type dialog box.
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- Click the Data Type drop down and select the data type you wish to composite.
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- Options include:
– Select All
– Security
– Analytics
– Ratings
– Variable Rates
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- In the Days to Look Back text box, enter the number of days of recent vendor data you wish used for the composite.
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- Set the Submit the Engine at Log Level check box to override the Default log levels and select a log level from 1 to 10.
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- Click Submit.
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- All enabled data strategies for the specified data type are submitted for processing.
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- You can use the Monitor workspace in Reference Data Center, without exiting the Reference Data Center, to access the Automation Center for the status of submitted events with Process Type equal to Reference Data Center.
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