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Data Trust › Scenario Studio › Scenario Builder

Auto Generate FDR using User-Defined Content

Generate FDR scenarios using custom user-defined mapping content.

Overview

The Auto Generate FDR feature creates Full Data Reconciliation scenarios automatically by importing a mapping spreadsheet or by using system-proposed mappings. This eliminates manual scenario configuration for bulk reconciliation setups.

Note: Ensure all required connection profiles are configured in the Administration module before building this scenario.

Prerequisites

• You are logged in to Data Trust with a Pro-User or Admin Pro-User role.
• A mapping file or existing TDR configuration is available for import.

Steps

Path: Data Trust › Scenario Studio › Scenario Builder › Auto Generate FDR using User-Defined Content

Figure 1: Auto Generate FDR Scenarios Option

Navigate to the Scenario Studio module and select the Auto Generate FDR using User-Defined Content option from the left sidebar or main menu. This opens the scenario builder canvas where you will configure the data source connections, transformation rules, and execution settings.

Figure 2: Click on New Import Button

This step involves clicking the Click on New Import Button within the Auto Generate FDR using User-Defined Content workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.

Figure 3: Auto FDR Create Page

The Auto Generate FDR using User-Defined Content create page is the starting point for building a new scenario. Provide a name for the scenario, choose the appropriate folder, and then proceed to configure data sources and execution logic on the canvas.

Figure 4: Click on Download Sample File Button

This step involves clicking the Click on Download Sample File Button within the Auto Generate FDR using User-Defined Content workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.

Figure 5: Sample File

This step involves interacting with the Sample File within the Auto Generate FDR using User-Defined Content workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.

Figure 6: Click on Choose File Button

This step involves clicking the Click on Choose File Button within the Auto Generate FDR using User-Defined Content workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.

Figure 7: Open File popup

The Open File popup dialog exposes all available configuration options for this step. Review each field carefully and fill in the required values before clicking Save or OK to apply the configuration.

Figure 8: File Uploaded

This step involves interacting with the File Uploaded within the Auto Generate FDR using User-Defined Content workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.

Figure 9: Import Successful

This step involves interacting with the Import Successful within the Auto Generate FDR using User-Defined Content workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.