Reference Data Center (RDC) for Front-End Users

RDC for Front-End Users
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Reference Data Center (RDC) for Front-End Users

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.

Course Outline

Getting Started

  1. Before you get started
  2. Course Objectives
  3. Industry challenges, RDC Defined, RDC Benefits

Overview of RDC

  1. Terminology, workflow storage and gold copy creation
  2. Search for vendor, manually supplied and gold copy record Field Attributes
  3. Creating and saving searches

RDC In-depth

  1. Editing Equity Reference Data
  2. Editing Equity Reference Data Challenge
  3. Editing Debt Reference Data & Additional Exceptions Generated from their Resolution
  4. Reporting Security Setup and Reference Data Changes
  5. Updating Variable Rate Debt Reference Data Challenge
  6. Manually Creating Security Reference Data

Wrap-Up

  1. Lets take a pause now