Link a Classification Matrix to a Data Strategy

Using the Classification wizard, you can assign field attributes to each level of the classification matrix.

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

Create Classification Matrix Field Attributes

1. In the setup workspace, in the left navigation, click 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.

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.

To edit reference data field settings:

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.

Define the Field

In the Reference Data Setting's page, you can define the field.

To define the field:

1. Select the Release level from the drop-down list. Options include:
   –  Released with No Exceptions.
   –  Released for Trading and Back Office.
   –  Released with No Exceptions.
2. Select the Enrichment Rule from the drop-down list.
3. To Composite Nulls, click the corresponding checkbox.
4. To require Authorization Required for this field, click the corresponding checkbox.
5. To Log changes for accounting purposes, click the corresponding checkbox.
6. To store Long description for the field, click the corresponding checkbox.
7. To hide the field, click the Hidden checkbox. The field will not display.
8. To lock the field, click the Locked checkbox. The field will be display-only to users.
9. To make the field required, click the Required checkbox. A red asterisk will display next to the field indicating that is a required field.
10. If this is a Multi-Listed Shared Field, click the corresponding check box.
11. Click Save & Close to save your changes and return to the RDC Configuration workspace or click Next to define the field groups.