Auto Generate FDR (Reconciliation) Scenarios

You are viewing documentation for Data Trust v7.6 (latest).
Looking for the previous version? View v2024.06 documentation →

Data Trust › Scenario Studio › Scenario Builder

Auto Generate FDR Scenarios

Automatically generate FDR scenarios by importing a column-mapping spreadsheet.

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 Scenarios

Figure 1: Auto Generate FDR Scenarios

This step involves interacting with the Auto Generate FDR Scenarios within the Auto Generate FDR Scenarios workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.

Figure 2: Click on New Import button

This step involves clicking the Click on New Import button within the Auto Generate FDR Scenarios workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.

Figure 3: Proceed to mapping page

The Reconciliation widget maps source fields to target fields for comparison. Use Smart Mapping to automatically propose column matches, then manually adjust any fields that were incorrectly paired before saving.

Figure 4: Click on Propose Map button

The Reconciliation widget maps source fields to target fields for comparison. Use Smart Mapping to automatically propose column matches, then manually adjust any fields that were incorrectly paired before saving.

Figure 5: Select Required Mappings

The Reconciliation widget maps source fields to target fields for comparison. Use Smart Mapping to automatically propose column matches, then manually adjust any fields that were incorrectly paired before saving.

Figure 6: Downloaded Mapping

The Reconciliation widget maps source fields to target fields for comparison. Use Smart Mapping to automatically propose column matches, then manually adjust any fields that were incorrectly paired before saving.

Figure 7: Auto FDR created successfully

This step involves interacting with the Auto FDR created successfully within the Auto Generate FDR Scenarios workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.