Manage Gold Copies

You can use the Setup workspace in Reference Data Center to define gold copies to use with data strategies for compositing and maintaining securities data. You can edit and view gold copy definitions.

Define Gold Copies

You can define gold copies for composited securities data. You must associate each gold copy to a defined source interface instance, such as EAGLE PACE.

To define gold copies:

  1. From the Setup workspace, click Gold Copies in the left navigation.
    You see the Gold Copies workspace with the list of available gold copies.
  2. Click Create New.
    You see the Creating New Gold Copy dialog box.
  3. In the Name text box, enter a name for the gold copy.
  4. In the Description text box, optionally enter a description of the gold copy.
  5. Click the Composite Source drop down.
    You see the Select Interfaces dialog box.
  6. Click the Feed Type drop down and select SMF.
  7. Click Search.
    You see the list of available source interfaces for securities gold copies.
  8. Select the source interface you wish to use.
  9. Click Save.
    You see the refreshed list of available gold copies.

View / Edit Gold Copy Definitions

You can view and edit gold copy definitions.

To edit / view gold copy definitions:

  1. From the Setup workspace, click Gold Copies in the left navigation.
    You see the Gold Copies workspace with the list of available definitions.
  2. Select the gold copy definition you wish to view / edit.
  3. Click Edit.
    You see the Editing Gold copy dialog box.
  4.  Review the gold copy definition, make the appropriate changes, and click Save.