1. User Guide
  2. Identifying the Critical Data Elements
  3. Viewing Critical Data Elements

5.1 Viewing Critical Data Elements

To view a Critical Data Element, 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.
    The Critical Data Element window is displayed.

    Figure 5-1 Critical Data Element


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

  2. In the Search section, enter the search details and click Search to view the results in the Summary Table.
  3. Enter the required CDE Name.
  4. Select the Status from the drop-down list. The status can be Draft, Pending Approval, or Active.
  5. Enter the Business Term.
  6. To view a CDE, select a CDE Name and click the View icon.
  7. In the Critical Data Elements Details window, you can view the following details:

    Table 5-3 Critical Data Elements Details

    Fields Description
    CDE Name* CDE Name.
    Business Term* Business Term Name.
    Access Level*

    Access level:

    Public

    Confidential

    Restricted
    Data Classification Level*

    Data classification level from the drop-down list:

    Legal

    Financial

    PHI

    PII

    Figure 5-2 Critical Data Elements Details


    This illustration shows the fields under the Details tab.

  8. You can also view the Entity Attribute Details associated with the CDE.
  9. In Summary Table, you can search for a particular CDE from the table.
  10. For example, enter a search keyword Code, the table lists the results with the matching keyword.
  11. To export the summary table into an Excel or CSV file, in the Summary Table, click the Export icon drop-down . This downloads the CDE Summary details.