Manage Validations

You can use the Setup workspace in Reference Data Center to create validations that raise errors and warning messages. Validations ensure the quality of your composited data. You can only assign validations to data strategies when you manage field properties during your data strategy setup.

Create Validations

You can create validations to confirm the legitimacy of the field values used in the composited record.

To create validations for composited fields:

1. From the Setup workspace, click Validations in the left navigation.
   You see the Validations workspace with the list of available validations.
2. Click Create New.
   You see the Creating New Validation dialog box.
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 validation.
5. In the Description text box, optionally enter a description of the validation.
6. Click the Data Type drop down and select the validation data type. To use this validation with fields managed by a given data strategy, you must select a data type that the data strategy manages.
   Options include:
   –  Security
   –  Analytics
   –  Ratings
   –  Variable Rates
7. Click the Error drop down.
   You see the Select Errors dialog box.
8. Click the Center drop down and select RDC.
9. Click the Error Severity drop down and select the severity of the error you wish assigned.
   Options include:
   –  Critical
   –  Warning
10. Click Search.
    You see the list of available error codes used by Reference Data Center for the severity level selected.
11. Select the error code that you wish raised when the validation is true and click OK..
12. Click Define for Tests and use the Logic Builder to define the logic for the validation. For example, to raise an error when field X is empty, the logic is "Field X is null".
13. Set Gold Copy Data if you wish to apply the validation to the composited gold copy field. Or, clear if validations do not apply.
14. Set Vendor Data if you wish to apply the validation to the vendor sourced field. Or, clear if validations do not apply.
15. Set Apply this validation when data is manually entered if you wish to apply the validation to manually entered values. Or, clear if validations do not apply.
16. Click Save.
    You see the refreshed list of available validations.

View / Edit Validations

You can view and edit field validations.

To edit / view validations for composited fields:

1. From the Setup workspace, click Validations in the left navigation.
   You see the Validations workspace with the list of available validations.
2. Select the validation you wish to view / edit.
3. Click Edit.
   You see the Editing Validation dialog box.
4. Review the information, make the appropriate changes, and click Save.