Manage Reference Data Units

What is a Reference Data Unit?

A Reference Data Unit (RDU) is a container where similar pieces of information are grouped. It acts like a folder or a box that holds related data. Create RDUs to organize and maintain reference data effectively.

For example, an organization manages country codes from various source systems by creating an RDU to store and manage these codes. Within the RDU, attributes related to country codes, such as country names or ISO codes, are organized and managed. RDUs ensure structured, organized, and easily accessible data for those who need to work with it.

Create Reference Data Units

To add new reference data units in the Reference Data Management module, click on the "+" icon. When creating these units, specific details are required:

Field
Description

Title (Max 255 Characters)

Enter a unique name for each RDU

Description (Max 10,000 Characters)

Describe RDU

Steward

Specify the person responsible for managing the RDU

Delete Reference Data Units

Only Admins can delete the reference data units.

  • Select the reference data units using the checkboxes in the list view page

  • Click on the nine dots menu, and choose the delete reference data unit option

  • Confirm the deletion in a pop-up and finalize the deletion

Update Reference Data Units

Reference Data unit's Title and Description can be updated through the list view and RDU summary page.

  1. Title Update: The name of a reference data unit can be changed to enhance its precision and accuracy.

  2. Description Update: The details of a reference data unit (RDU) can be modified to provide a more precise explanation of its purpose and content.

  3. Steward Update: It lets the person responsible for managing and overseeing a reference data unit change.

Additional Features of Reference Data Units

  1. Open in New Tab: To open a reference data unit in a separate tab, click on the "Open in New Tab" icon.

  2. Download Reference Data Units: You can download the reference data units spreadsheet (CSV) by clicking on the download option at the bottom right corner.

Title and Description can also be edited from the RDU summary page.

Attribute Details

Field
Description

Last Attribute Change

This timestamp shows the most recent updates to the attributes within the reference data unit.

Last Modified Date

The date and time of the latest metadata change are displayed. It includes changes to the Title, Description, and Steward.

Last Modified By

The name of the individual for the most recent metadata change is displayed.

Number of Attributes

It clearly shows the total number of attributes within the reference data unit.

Top Users

  • Steward Position: The Steward is always listed first in the "Top Users" list because they're very important for managing the Reference Data Unit.

  • Ranking Other Users: Users are ranked based on how much they use the Reference Data Unit. The more they use it, like viewing or commenting, the higher they're ranked.

  • Comprehensive User List: To view a comprehensive list of all users and their usage of the Reference Data Unit, click "See All."


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