The Reference Data Center is a powerful solution for centralizing and managing security reference data for better accuracy, auditing, and reporting. Before you can use Reference Data Center, you must complete the configuration of the administrators, management, and business users of the system. You can also review and customize the rules and metadata that support the compositing process and customize the user experience for the maintenance of securities data.

To configure Reference Data Center you:

•  Set up new / existing users with Reference Data Center roles and permissions.
•  Migrate security data strategy packaged content for initial use.
•  Set up metadata, including fields, field attributes, code values, data sources, date rules, and source hierarchy rules.
•  Set up data strategies to customize securities compositing.
•  Enable Security Detail tabs to view/maintain securities data.
•  Configure system settings to enable/disable software features.

Access Reference Data Center Setup Workspace

To access the Reference Data Center's Setup workspace:

1.  From any Eagle window, click the Eagle Navigator button.
2.  Enter Reference Data Center in the Start Search text box and click the Reference Data Center link. Or, click All Programs and select Reference Data Center.
   You see the Reference Data Center with the Securities workspace as the default.
3.  Click Setup in the left navigation.
   You see the Setup workspace. Setup options available in the left navigation include:

• Fields. This option allows you to manage field properties, including field validations and override authorizations.
• FieldAttributes. This option allows you to define field attributes, including derived fields for use as data enrichment.
• Inventory of Fields. This option allows you to add fields to the available inventory of fields.
• Sources. This option allows you to add data sources to use as vendor sources or gold copies.
• Codes. This option allows you to add code values to a code category.
• Data Rules. This option allows you to add date rules to calculate relative dates.
• Errors. This option allows you to add error codes and descriptions for use with validations.
• Data Strategies. This option allows you to select the data strategy options that control the types of reference data to release, the vendors to use, and the validations to apply for a composited security.
• Field Groups. This option allows you to define a group of field attributes to use with a data strategy.
• Validations. This option allows you to create validations to inspect field values in the securities composite.
• Gold Copies. This option allows you to define the data sources to use as gold copies for the securities composite.
• FINCAD Functions. This option allows you to manage the library of FINCAD® Analytics Suite functions available for use with the Eagle engines.
• Parameters. This option allows you to define the source arguments used to invoke FINCAD functions and then map results.
• ParameterGroups. This option allows you to define a parameter group to simplify the maintenance of parameters.
• Calculations. This option allows you to customize the Eagle default calculations.
• Rules. This option allows you to create calculation rules that perform calculations under rules-based conditions.
• SecurityTabConfiguration. This option allows you to enable/disable the types of reference data you can for use with your data strategies.
• SystemSettings. This option allows you to configure the behavior of the system application.