Manage Sources

Owned by Kavitha Thangaswamy (Unlicensed)
Last updated: Jul 18, 2023 by Pamela Totas (Deactivated)
2 min read

Portfolio Data Center allows you to use the Sources workspace to add and edit sources, feed types and source rules.

A source is any system that either sends data into or receives data from the Eagle's data management solution. You need to create the data source and identify the type of data associated with the data source. A single source can have multiple types of data associated with it. For example, Bloomberg is a source for both Pricing and Security Master data. You need to set up all the vendors as sources in the system before processing the data.

Create Data Sources

In the Create New Source dialog box, you can create vendor source who sends or receives data from the system.

To create data sources:

  1. From the left navigation, click Setup > Metadata > Sources.
    You see the Sources workspace with the available list of data sources.

  2. On the Home tab, click Create New list and select Source.
    You see the Create New Source dialog box.

  3. Type the name of the data source in the Name box.

  4. Type the short name of the data source in the Short Name box.
    You can enter up to 15 characters as short name. The short name identifies the records on the historical database for this data source.

  5. Type the description about the data source in Description box, if required.

  6. Select the Frequency for the data source. Options include: 
    –  Daily
    –  Monthly
    –  Yearly
    This is the frequency in which the vendor source is available.

  7. Click the Assign Data Types list to select the data type (feed type) associated with the source.
    You can select more than one data type for the source. You need to add all the data (feed) types you may receive or export for this particular source.

  8. The added data types gets listed next to the Assign Data Types list. Click Clear All to remove all the data types. Click View All to view all the data types.

  9. Under Set Assignment and Maintenance, click Add list to add business groups who can access the data source. 
    You can add one or more business groups to access the data source. The added business groups gets displayed under Group Name.

  10. Click Set All to Maintainable to provide maintain access of the data source to all the business groups, or from the list that displays, click Maintainable next to the corresponding business groups.

  11. Click Save.
    The system creates the data source and lists it in the Sources workspace.

Edit Data Sources

In the Source workspace, you can edit the existing data sources.

To edit data sources:

  1. From the left navigation, click Setup > Metadata > Sources.
    You see the Sources workspace with the available list of data sources.

  2. Under Views, click Sources.
    By default, you see the Sources workspace.

  3. Select the source you wish to view /edit and click Edit in the Home tab.
    You see the Edit Source dialog box.

  4. Review the information, make the appropriate changes, and click Save.
    You see the refreshed list of all the available data sources.