Introduction to Reference Data Center

Course Outline

RDC for Administrators

  1. Administrator Course Objectives
  2. Data Strategy - Theory and Navigation
  3. Data Governance
  4. Data Strategy Components - Fields and Field Attributes
  5. Data Strategy Components - Field Groups
  6. Data Strategy Components - Sources
  7. Data Strategy Components - Enrichments
  8. Data Strategy Components - Validations
  9. Data Strategy Components - Combined into a Data Strategy
  10. Data Strategy Components - Components Best Practices
  11. Creating and Manually Submitting a Data Strategy
  12. Resolving Securities in Conflict
  13. Viewing Ending Release Statuses and Gold Copy Records

Wrap-Up

  1. Assessment
  2. Milestone
  3. Documentation Links
  4. Survey

RDC for Business Analysts

  1. End User (Business Analyst) Course Objectives
  2. Searching for Field Attributes
  3. Creating and Saving Searches
  4. Editing Equity Reference Data
  5. Updating Equity Reference Data Challenge
  6. Resolving Exceptions Generated from Changed Data
  7. Security Setup and Data Changes Reporting
  8. Updating Variable Rate Debt Reference Data Challenge
  9. Manually Adding Security Reference Data

Overview for Business Analysts & Administrators

  1. Industry Challenges, RDC Defined, and RDC Benefits
  2. Terminology, Workflow Storage, and Gold Copy Record Creation

Getting Started

  1. Congratulations, let's get you started!
  2. Before you get started
  3. Instructor Introduction
  4. Training Collateral

About the Course

The Reference Data Center class provides participants with the general knowledge related to meeting the industry-wide need for reliable reference data to support multiple clients and business lines, to meet the ever-evolving demands to obtain current, representative, accessible data in an effective manner, and to provide unique rules-based data validation. 

By the end of this course participants should be able to:

  • Describe RDC and how it benefits Eagle’s clients
  • Describe the RDC workflow
  • Describe how reference data is stored in the Eagle Warehouse
  • Configure and Describe:
    • How Fields, Field Groups, Source Hierarchies, Validations, and Enrichments combine to create Data Strategies
    • How Data Strategies composite vendor-supplied & manually input reference data into Gold Copy Records
    • How Security reference data Defaults & Overrides are applied
    • Full Release & Partial Release statuses
  • Use Reporting functionality to audit & extract reference data

 Recommendation(s): 

 It is recommended to complete the ‘Data Model Data Management’ eLearning course before taking this training.  

About the Instructors

Michael Sowsy

Michael Sowsy, Senior Training Consultant

Started at Eagle: 2008

Started in Industry: 1984

Areas of Expertise:

  • Accounting
  • Data Management