1. User Guide
  2. Identifying the Critical Data Elements
  3. Creating a Critical Data Element (CDE)

5.2 Creating a Critical Data Element (CDE)

While defining a CDE, the fields that appear are explained as tabulated.

Note:

  1. You must have CDE Creator rights to create a CDE.
  2. You can only create a CDE that are in the Draft status.
  3. Justification entered during rejection is not displayed in draft status.

To create a CDE, follow these steps:

  1. From the Financial Services Data Governance for North America Regulatory Reporting window navigate to Standards and Policies and select Critical Data Element.

    Figure 5-3 Critical Data Elements Summary


    This illustration shows Critical Data Element summary table details. It lists the Critical Data Elements that are critical for a specific business process.

  2. Click the Add icon.
    The Critical Data Element section is displayed.

    Figure 5-4 Critical Data Elements Details


    This illustration shows Critical Data Element Details window with CDE addition information.

  3. Enter the data in the available fields.

    Table 5-4 Critical Data Elements Details

    Fields Description Fields marked in blue asterisk(*) are mandatory
    CDE Name* Provide a name for the CDE
    Access Level*

    Select the access level from the drop-down list:

    • Public
    • Confidential
    • Restricted
    Data Classification Level*

    Select the data classification level from the drop-down list:

    • Legal
    • Financial
    • PHI
    • PII
    Business Term* Select a Business Term from the HierarchyBrowser window.
    Justification* Provide a justification for classifying the Business Term as a CDE

    Note:

    The Entity Name and Attribute Name can only be added if a CDE is in a Draft state.
  4. Click Save and then click Next.
  5. In the Entity Attribute Details section:

    Figure 5-5 Entity Attribute Details Addition


    This illustration shows Entity Attribute Details Addition information.

    1. Click Add. The Entity Attribute Details Addition window is displayed.
    2. Enter the CDE Name.
    3. Click Browse, to select the Entity Name from the Entity Hierarchy Browser and select the Attribute Name from the Attribute Hierarchy Browser.
    4. Click Save.
  6. Additionally, click Edit to review and update the fields and then click Submit and then click OK.