Body of Knowledge : The Basics of Reference Data Analysis

Created and last modified by pieter on Oct 23, 2014


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Further reading

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We refer to to the admin guide's section on Assets, Attributes and (Complex) Relations for the functionality.

Having the operating model set, we can perform the import of the sample spreadsheet, attached here. For more help on importing we refer to:

 

 

Example 2

 

Code Name

Type, Category Etc. (If Any)

Code

Description

Data Stewards

OBSOLETE_FLG

Record

INVESTMNT_TYP_CD

Direct Investments

D3

An equity exposure that qualifies as a community development investment under 12 U.S.C. 24 Investment Act of 1958 (15 U.S.C. 682)

 John Doe

No

SAP3

INVESTMNT_TYP_CD

Fund Investments

F4

Exposures with a long- or short-term applicable external rating in the lowest investment-grade rating category

Sarah Maddington

No

SAP3

INVESTMNT_TYP_CD

Direct

D5

Exposures with a long-term or short-term applicable external rating in the lowest investment-grade rating category

Jodi Grant

No

SAP3

INVESTMNT_TYP_CD

Direct Investments

D2

An equity exposure to the Reviewing Bank.

 Luke Skywalker

No

SAP_3

 

Category classifies Code Value

Column interpretation

Code Name = Code Set

Category = Business Term name

Code = Code Value name

Code Value Description = Code Value Description attribute

Attachments:

image2014-10-17 10:58:55.png (image/png)
basics_of_reference_data_problem_1.xls (application/vnd.ms-excel)
image2014-10-17 13:6:53.png (image/png)
image2014-10-17 13:17:45.png (image/png)