Introduction to Reference Data Center

Course Outline

Getting Started

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

Overview for Business Analysts & Administrators

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

RDC for Business Analysts

  1. Business Analyst Course Objectives
  2. Vendor-Supplied, Manually-Supplied, and Gold Copy Record Field Attributes Search
  3. Creating and Saving Searches
  4. Editing Equity Reference Data
  5. Editing Equity Reference Data Challenge
  6. Editing Debt Reference Data & Additional Exceptions Generated by their Resolution
  7. Security Setup and Reference Data Changes Reporting
  8. Updating Variable Rate Debt Reference Data Challenge
  9. Manually Creating Security Reference Data

RDC for Administrators

  1. Administrator Course Objectives
  2. Components' Best Practices
  3. Data Strategy - Theory and Navigation
  4. Data Governance
  5. Data Strategy Component - Fields and Field Attributes
  6. Data Strategy - Overview and Terminology
  7. Data Strategy Component - Field Groups
  8. Data Strategy Component - Sources
  9. Data Strategy Component - Enrichments
  10. Data Strategy Component - Validations
  11. Combining Components
  12. Creating & Manually Submitting a Data Strategy
  13. Resolving Securities in Conflict
  14. Viewing Impacted Securities' Gold Copy Records


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

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


 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