RDM provides the flexibility and workflow functionality needed to create a company-wideReference 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 eachhierarchy defined for a particular entity. Complex, multi-level hierarchies can be created in thedata 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 passthrough predefined workflow transitions and a series of steps in an approval workflow, each of whichensures the proper maintenance of key company data records. Access to each entity and individualdata 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 rulescan be established.
Within an entity, a user can use filtering and search capabilities to narrow the list of data recordsto work with. In addition to a simple filter option that is part of each entity table, the RDMapplication offers advanced filter criteria using logical operators and order by conditions. Someoperations 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 datahistory andthe 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 tostandardvalidation rules, such as referential integrity and format, the system can leverage the data qualityengine forcomplex validations and data enrichment.
Lookups are also used as a part of data management. Their purpose is to search for input values in adictionarytable 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 inonline modevia the MDC interface, which has the ability to publish changes—typically to an enterprise servicebus ormessage-oriented middleware.
The RDM application allows users to synchronize, create, update, manage, and monitor reference datathat is used across the entire organization. Typical use cases include maintenanceof sharedreference data, data warehouse dimensional tables, cross-system translation tables, or data qualityexception rules.
The application is capable of both obtaining the data from external systems andpublishing the datato the external systems, using either the JDBC API or exporting full data extracts inflat fileformats. External applications can also query and update data using the web service interface.
All aspects of the record managing process are fully configurable, including thenumber of steps inthe workflow, permissions, and actions to be performed. Different workflows can be used fordifferent entities.
RDM provides full role-based security, with the option to leverage organizationalstructure toprovide even stricter access control based on the employee’s role or department. RDM can alsoleverage your existing LDAP and Single Sign-On solution.
RDM maintains a history of all modifications made in the RDM application, includingcreation,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 theclient machine—all that is necessary is a web browser.