12.4 Creating a Data Adjustment

The Action Owner is the Data Adjustment Creator. The Actions are of type Data Adjustment. Therefore, the Data Adjustment grid appears in this section.

Note:

If you have selected the Action Type as Others, then the Adjustments section does not appear.

To create a Data Adjustment, follow these steps:

1. Log in to the application as the Action Owner (Data Adjustment Creator).
2. From Financial Services Data Governance for North America Regulatory Reporting window navigate to Controls.
3. Select a stage table and then click the View Controls icon to view the details.
4. Select a Control that has open Issues from the LHS Menu and then select the Control.
5. Click Issues & Actions.
6. In the Issues for this control, click the required system-generated Issue ID.
   The Actions section is displayed.

   Figure 12-3 Issues & Actions

   
   

   

   
   
7. In the Actions, select the required issue to View More details.
   The Data Adjustments section is displayed.

   Figure 12-4 Issues & Actions

   
   

   

   
   
8. In the Data Adjustments section, click Create.
   The Adjustment Rule Details window is displayed.

   Figure 12-5 Issues & Actions

   
   

   

   
   
9. Depending on the type of adjustment, create a data adjustment.

   For details see, sections:

   • Create a Data Adjustment - DQ Errors based Data Adjustment.
   • Create a Data Adjustment - Business based Adjustment.
   • Create a Data Adjustment - Regulatory Reporting based Adjustment.