RDM provides the flexibility and workflow functionality needed to create a company-wide Reference Data Management environment that is not only secure and powerful, but also easy to use. Say goodbye to manually maintained Excel spreadsheets shared through email with no governance.
For each data record, the user can easily view and navigate to parent and child records in each hierarchy defined for a particular entity. Complex, multi-level hierarchies can be created in the data model. The types of supported hierarchies include balanced, unbalanced, and recursive.
RDM enables users to view, modify, add, and delete individual data records. Such operations must pass through predefined workflow transitions and a series of steps in an approval workflow, each of which ensures the proper maintenance of key company data records. Access to each entity and individual data record is controlled by configurable permissions, which are commonly based on security roles. Using attributes obtained from the company directory and the actual data, even stricter access rules can be established.
Within an entity, a user can use filtering and search capabilities to narrow the list of data records to work with. In addition to a simple filter option that is part of each entity table, the RDM application offers advanced filter criteria using logical operators and order by conditions. Some operations can also be performed in bulk mode on the entire selection.
A full history is maintained for each data record in the application. The screens show both the data history and the associated audit information, including a timestamp and user name.
When adding or editing records, it is essential to ensure high quality of the data. In addition to standard validation rules, such as referential integrity and format, the system can leverage the data quality engine for complex validations and data enrichment.
Lookups are also used as a part of data management. Their purpose is to search for input values in a dictionary table or parent table and write corresponding values from the dictionary file to the output.
Changes performed to reference data can be distributed to underlying, related back-end systems in online mode via the MDC interface, which has the ability to publish changes—typically to an enterprise service bus or message-oriented middleware.
The RDM application allows users to synchronize, create, update, manage, and monitor reference data that is used across the entire organization. Typical use cases include maintenance of shared reference data, data warehouse dimensional tables, cross-system translation tables, or data quality exception rules.
The application is capable of both obtaining the data from external systems and publishing the data to the external systems, using either the JDBC API or exporting full data extracts in flat file formats. External applications can also query and update data using the web service interface.
All aspects of the record managing process are fully configurable, including the number of steps in the workflow, permissions, and actions to be performed. Different workflows can be used for different entities.
RDM provides full role-based security, with the option to leverage organizational structure to provide even stricter access control based on the employee’s role or department. RDM can also leverage your existing LDAP and Single Sign-On solution.
RDM maintains a history of all modifications made in the RDM application, including creation, changes, and deletions. Auditing also records information about who performed an action and when, along with which entity was affected.
The RDM application uses a modern web interface with minimal requirements on the client machine—all that is necessary is a web browser.