Link a Classification Matrix to a Data Strategy

To link a classification matrix to a data strategy, you must first create classification matrix field attributes and then apply the classification matrix field attributes as enrich rule.

 For information on Managing Classification Matrix, see Manage the Classification Matrix section in Metadata Center.

Create Classification Matrix Field Attributes

Here you can create field attribute for each level of the classification matrix.

1. In the setup workspace, in the left navigation, click Metadata>Classification Matrix.
   You see the Classification Matrix workspace with the current list of classification matrices.
2. Select a classification matrix by double-clicking on it.
   You see the Edit Classification Matrix Wizard.
3. Click the Matrix tab to view the Matrix page.
   You see the Matrix page.
4. Create Classification Matrix field attributes for the number of levels defined in the Levels in Matrix field in the Details page. If the classification matrix has three levels then create three classification matrix field attributes for each level.
5. Click Save & Finalize.
   When you view the field properties tab in Direct and Derived fields, you see the levels created.

Apply the Classification Matrix Field Attributes as Enrichment Rule

In the Reference Data Field settings, apply the classification matrix field attributes as enrichment rule. This will apply to all data strategies that have this field.

1. In the Setup workspace, in the left navigation, click Metadata>Reference Data Field Settings.
   You see the Reference data Field Settings workspace with the current list of fields.
2. Double click on the field you would like to edit.
   You see the Edit Field wizard.
3. Select the Enrichment Rule from the drop-down list.
4. Click Save & Close to save your changes.
   

   Note

   If this enrichment is not applied to all instruments, you can remove the enrichment for the data strategies where it is not applicable. To do so, go to Setup>Data Strategies. From the Enrichment drop-down, select the rule that applies.

Run the Data Strategy

After adding the enrichment rule, run the data strategy. This will enrich the field based on the classification matrix.