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. In this workspace you can edit and view gold copy definitions.

Define Gold Copies

You can define gold copies to composite securities/Legal entities data. You must associate each gold copy to a defined source interface instance, such as EAGLE PACE.

To define gold copies:

1. In the Setup workspace, in the left navigation, click Gold Copies.
   You see the Gold Copies workspace with the list of available gold copies.

2. Click Create New.
   You see the Create 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. In the Source field, select a source from the drop-down list.

6. Click Default Gold Copy to assign this as your default gold copy. 
   NOTE: Each data type can only have one unique gold copy set as the default gold copy.

7. In the Data Type field, select the data type from the drop-down list.

8. 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.