Data Integration High Level Summary

The Data Integration process consists of the following high-level steps.

1. Configure periods under Actions and then Period Mappings.
2. Create a target application (except for Reconciliation Compliance balances).
3. Create an integration in Data Integration.
4. Run the integration in Data Integration.

   For more information about using Data Integration, see Integrating Account Reconciliation Data in Administering Data Integration.

Note:

When using Data Integration, you do not need to execute the data load in Account Reconciliation. The data load is done in Data Integration instead. However, when loading balances, the data load must be executed in Account Reconciliation.

Note:

For Transaction Matching, you need to recreate the application in Data Integration when you take the following actions:

• The Match Type ID changes
• The data source ID changes
• The data source attribute ID changes
• A data source attribute is added or removed.

Create a data load definition if you want to use it multiple times. This also gives you the option to select the type of data load you want to execute (Full Refresh, Snapshot, Merge). See Defining and Saving a Data Load Definition. To run a data load, Executing a Data Load and Viewing Results.