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- In the Name text box, enter a name for the enrichment.
- In the Description text box, optionally enter a description of the enrichment
- The Data Type field defaults to Price.
- Enter the Start Date. this is the date on which the enrichment will be applied.
- Optionally, enter the End date. This determines the last effective date will be applied to.
- Click Next.
You see the Details the Details page.
Specify the Enrichment Details
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- Click Define for Security Selection Criteria and use the Logic Builder to define the security filter that defines the subset of securities processed by the data strategy.
- Enter the Fixed Price for the enrichment. This is the price you want applied by the enrichment in the field.You see the Details page.
Define the Details
In the Sources page you can select a pre-defined source hierarchy rule.
- 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 Field Group page.
Select the Field Groups
In the Fields page you can select a field group that contains your intended composite field. RDC uses field groups which is the reason why a group is chosen even one there is only one composite field.
To select field groups for the data strategy:
- Select the Field Groups from the drop-down list.
You see the field group details displayed in the space below. - To require that a field group be Authorization Required, click the corresponding checkbox.
- Click Next.
You see the Enrichments pageOptionally, select the Price Level that you want applied to securities by the enrichment. - Optionally, enter any Price Level Comments you may have in the space provided.