•  Introducing Reference 360
  •  Key concepts
    •  System reference data
    •  Reference data sets
    •  Code lists
    •  Code values
    •  Crosswalks
    •  Hierarchies
    •  Attributes
    •  Business IDs
    •  Batch Jobs
    •  Workflows
    •  Versions
    •  Comparisons
    •  History
    •  Relationships
    •  Data quality rule associations
    •  Search
    •  Internal IDs and aliases
  •  My Services page
  •  Home page
  •  Explore page
  •  Customize the brand
  •  Keyboard shortcuts
•  Getting started with Reference 360
  •  Users, groups, and roles
    •  Reference 360 roles
    •  Stakeholder roles
    •  Guidelines for assigning roles
    •  Guidelines for restricting access to assets
    •  Creating an Informatica Intelligent Cloud Services user
    •  Creating a user group
  •  SAML single sign-on
    •  SAML single sign-on requirements
    •  Single sign-on restrictions
    •  User management with SAML single sign-on
    •  SAML single sign-on configuration for Informatica Intelligent Cloud Services
    •  Configuring provider settings and mapping attributes
    •  Downloading the service provider metadata
  •  Reference data configuration process
  •  Migrate Reference 360 assets
    •  Guidelines to import an existing asset
    •  Migrating reference data assets
•  Manage system reference data
  •  Adding values to system reference data
  •  Editing values of system reference data
  •  Deleting values of system reference data
•  Manage reference data sets
  •  Creating reference data sets
    •  Step 1. Create a reference data set
    •  Step 2. Define a reference data set
    •  Step 3. Assign stakeholders
    •  Step 4. View the history of a reference data set
  •  Deleting reference data sets
    •  Considerations for deleting reference data sets
•  Manage code lists
  •  Creating code lists
    •  Step 1. Create a code list
    •  Step 2. Define the structure, attributes, and display settings of code lists
    •  Step 3. Assign stakeholders
  •  Viewing the history feed of a code list
  •  Viewing code lists at a point in time
  •  Deleting code lists
    •  Considerations for deleting code lists
•  Manage code values
  •  Adding code values
    •  Rules and guidelines for adding code values with dependent reference data attributes
  •  Creating child code values
  •  Editing code values
  •  Viewing history of a code value
  •  Cloning code values
  •  Moving code values
  •  Exporting code values
  •  Deleting code values
    •  Considerations for deleting code values
•  Manage crosswalks
  •  Step 1. Create a crosswalk
  •  Step 2. Configure value mappings
  •  Step 3. Assign stakeholders
  •  Viewing history of a crosswalk
  •  Exporting value mappings of crosswalks
  •  Deleting crosswalks
    •  Considerations for deleting crosswalks
•  Import data
  •  Import code lists and crosswalks
  •  Import related code values into a hierarchy
  •  Rules and guidelines to import data
  •  Import process
    •  Step 1. Upload a file
    •  Step 2. Map fields
    •  Step 3. Preview and import data
  •  Field mapping
•  Manage hierarchies
  •  Creating hierarchy models
    •  Step 1. Create a hierarchy
    •  Step 2. Define the hierarchy model
    •  Step 3. Assign stakeholders
  •  Creating hierarchies
  •  Viewing the history of a hierarchy
  •  Viewing hierarchies at a point in time
  •  Exporting hierarchies
  •  Deleting hierarchies
•  Manage attributes
  •  Deleting attributes
    •  Considerations for deleting attributes
  •  Basic rule associations
    •  Guidelines for basic rule associations
    •  Add basic rule associations
    •  Changing the execution order of basic rule associations
  •  Advanced rule associations
    •  Rules and guidelines for advanced rule associations
    •  Add advanced rule associations
    •  Redeploying advanced rule associations
  •  Configuring display attributes
•  Manage workflows
  •  Configuring workflows
  •  Reviewing tasks
•  Manage jobs
  •  Defining reference data import jobs
    •  Reference data import process
    •  Prerequisites for importing reference data
    •  Rules and guidelines for reference data import jobs
    •  Import reference data
  •  Defining reference data export jobs
    •  Prerequisites for exporting reference data
    •  Rules and guidelines for reference data export jobs
    •  Export types
    •  Export reference data
  •  Monitoring jobs
    •  My jobs page
    •  Viewing specific job details
    •  Creating a job schedule
    •  Modifying and rerunning reference data import and export jobs
    •  System-generated jobs
    •  Stopping reference data import and file import jobs
  •  Monitoring reference data import jobs
    •  Extract
    •  Transform
    •  Load
    •  Index for Search
  •  Monitoring the reference data export jobs
    •  Stage
    •  Extract
  •  Monitoring Reference 360 Draft jobs
    •  Commit Changelist
    •  History, Publish Events
    •  Index for Search
    •  Generate Tokens
•  Reference 360 REST API
  •  Session IDs
  •  Asset IDs
  •  Resources
  •  configuration
    •  Get approval mode configuration
    •  Update approval mode configuration
    •  Get approval implementation mode
    •  Update approval implementation mode
  •  model version 1
  •  model version 2
  •  model version 3
    •  Export model
    •  Import model for adding new assets and updating existing assets
    •  Import model for adding new assets
    •  Get job details of an import model job
  •  import version 1
    •  Import code values
    •  Import value mappings
    •  Import hierarchy relationships
    •  Get import job status
    •  Get failed import job report
  •  import version 2
    •  Import code values
    •  Import value mappings
    •  Import hierarchy relationships
  •  import version 3
    •  Import code values (v3)
    •  Import crosswalk values (v3)
    •  Import hierarchy relationships (v3)
    •  Get import job status (v3)
    •  Get failed import job report (v3)
  •  export version 1
    •  Export code values to a CSV file
    •  Export code values to JSON format
    •  Export value mappings to a CSV file
    •  Export value mappings to JSON format
  •  export version 2
    •  Export code values to a CSV file
    •  Export code values to JSON format
    •  Export value mappings to a CSV file
    •  Export value mappings to JSON format
    •  Export hierarchies to a CSV file
    •  Export hierarchies to JSON format
  •  export version 3
    •  Export code lists at a point in time to JSON format
    •  Export code lists at a point in time to CSV format
    •  Export value mappings at a point in time to JSON format
    •  Export value mappings at a point in time to CSV format
    •  Export incoming crosswalk mappings to CSV format
    •  Export outgoing crosswalk mappings to CSV format
    •  Export value mappings to CSV format with display attributes in the header
    •  Export value mappings to CSV format with codelist names in the header
    •  Filter criteria for export version 2 and 3
  •  export version 4
    •  Export code lists at point in time to JSON format (v4)
    •  Export code lists at point in time to CSV format (v4)
    •  Export value mappings at point in time to JSON format (v4)
    •  Export value mappings at point in time to CSV format (v4)
    •  Export incoming crosswalk mappings (v4)
    •  Export outgoing crosswalk mappings (v4)
    •  Export value mappings to CSV format with display attributes in the header (v4)
    •  Export value mappings to CSV format with code list names in CSV header (v4)
    •  Export hierarchies to a CSV file (v4)
    •  Export hierarchies to JSON format (v4)
  •  audit trail (v1)
    •  Get history of specified assets by time range
  •  audit trail (v2)
    •  Get history of specified assets by time range (v2)
  •  rds
    •  Get reference data sets
    •  Get reference data set details
    •  Get history of a reference data set by time range
    •  Get code lists
  •  rds (v2)
    •  Get reference data sets (v2)
    •  Get reference data set details (v2)
    •  Get history of a reference data set by time range (v2)
    •  Get code lists (v2)
  •  codelists version 1
    •  Get code list details (v1)
    •  Get history of a code list by time range (v1)
    •  Enable auto-generation of Code field values for a code list (v1)
    •  Get the status of a code list if it's enabled with auto-generation of Code field values (v1)
    •  Get code value details (v1)
    •  Get history of code values of a code list (v1)
    •  Move a code value (v1)
    •  Create a code value (v1)
    •  Update a code value (v1)
    •  Delete code values (v1)
    •  Search code values (v1)
    •  Export a subset of code values in a hierarchical code list (v1)
    •  Get history of code value hierarchies by time range (v1)
    •  Get crosswalks for a code list (v1)
    •  Get latest modified code values by time range (v1)
    •  Get modified code value relationships in hierarchy by time range (v1)
    •  Get modified code lists by time range (v1)
  •  codelists version 2
    •  Unlock a code list (v2)
    •  Create a code value (v2)
    •  Update a code value (v2)
    •  Move a code value (v2)
    •  Delete code values (v2)
    •  Get code value details (v2)
    •  Get latest modified code values by time range (v2)
    •  Get modified code value relationships in hierarchy by time range (v2)
    •  Get modified code lists by time range (v2)
    •  Get code list details (v2)
    •  Get history of a code list by time range (v2)
    •  Get crosswalks for a code list (v2)
    •  Get latest modified code values by time range (v2)
    •  Get history of code value hierarchies by time range (v2)
    •  Get history of code values of a code list (v2)
    •  Search code values (v2)
    •  Export code value hierarchy to JSON format (v2)
    •  Update cursor settings of the subset of code values (v2)
  •  codelists version 3
    •  Unlock a code list (v3)
  •  crosswalks
    •  Unlock a crosswalk
    •  Get crosswalk details
    •  Get history of a crosswalk by time range
    •  Get value mappings for a code value
    •  Get history of value mappings of a crosswalk by time range
    •  Delete value mappings of a crosswalk
    •  Delete duplicate mappings of a crosswalk
    •  Get job details of a crosswalk cleanser job
  •  crosswalks v2
    •  Unlock a crosswalk (v2)
    •  Get crosswalk details (v2)
    •  Get value mappings for a code value (v3)
    •  Delete duplicate mappings of a crosswalk (v2)
    •  Get job details of a crosswalk cleanser job (v2)
  •  crosswalk v3
    •  Get history of a crosswalk by time range (v3)
    •  Get value mappings for a code value (v3)
    •  Delete value mappings of a crosswalk by mapped source and target code values (v3)
  •  hierarchies
    •  Get hierarchies
    •  Get hierarchy details
    •  Get hierarchy model relationships
    •  Get history of a hierarchy by time range
    •  Get history of hierarchy relationships by time range
  •  hierarchies v2
    •  Get hierarchy details (v2)
    •  Get hierarchy model relationships (v2)
    •  Get history of a hierarchy by time range (v2)
    •  Get history of hierarchy relationships by time range (v2)
  •  asset optimization modelling
    •  Enable the asset optimization option
    •  Get asset modeling job status
  •  alias generation
    •  Generate aliases for reference data assets
    •  Get alias generation job status
  •  enums
    •  Get system reference data values
    •  Add system reference data values
    •  Update system reference data values
    •  Delete system reference data values
  •  Using REST APIs to import and export
    •  REST APIs for import and export
    •  Filter criteria
    •  Importing code values
    •  Importing value mappings
    •  Exporting code values
    •  Exporting filtered code values
    •  Exporting value mappings
  •  Using REST APIs to manage hierarchies
    •  REST APIs to manage hierarchies
    •  Managing hierarchies
•  Glossary
  •  Glossary of Terms
    •  attribute
    •  code list
    •  code value
    •  crosswalk
    •  dependent code list
    •  dependent reference data set
    •  hierarchical code lists
    •  hierarchical reference data set
    •  hierarchy
    •  hierarchy model
    •  reference data set
    •  value mapping

Introducing Reference 360

Glossary of Terms

NEW_ASSET_DIALOG

ConceptHierarchicalReferenceDataSets

ConceptDependentReferenceDataSets

ConceptCodeLists

ConceptHierarchicalCodeLists

ConceptDependentCodeLists

ConceptCodeValues

ConceptCrosswalks

ConceptAttributes

REFERENCE_DATA_ATTRIBUTES

REF_BUSINESS_ID

ConceptNotifications

ConceptTasks

ConceptComparisons

ConceptHistory

SEARCH_PAGE

REF_INT_ID_ALIAS

HOME_PAGE

EXPLORE_PAGE

ConceptReference360Roles

ConceptStakeholders

EDIT_SSO_CONFIG_PAGE

SAML_SETUP_PAGE

MIGRATE_REF_ASSETS

GUIDELINES_MIGRATE_REF_ASSETS

CREATE_REFERENCE_DATA_SET

CreateReferenceDataSet

DefineReferenceDataSet

ViewHistoryofReferenceDataSet

MANAGE_CODELIST

CREATE_CODE_LIST

CreateACodeList

DefineCodeList

ATTRIBUTE_NAMES

ViewHistoryofCodeList

DELETE_CODE_LISTS

CreateCodeValues

CreateChildCodeValues

EditCodeValues

ViewHistoryofCodeValue

CutandPasteCodeValues

EXPORT_CODE_VALUES

CREATE_CROSSWALK

CreateACrosswalk

ConfigureValueMappings

ViewHistoryofCrosswalk

DELETE_CROSSWALKS

IMPORT_CODE_LIST_CROSSWALK

IMPORT_PROCESS

CREATE_HIERARCHY

AssignStakeholders

CREATE_HIERCHY

ViewHistoryofHierarchy

ADD_BASIC_RULE_ASSOCIATIONS

ADD_ADV_RULE_ASSOCIATIONS

REDEPLOY_ADV_RULE_ASSN_REF

WORKFLOW_INBOX

ConfigureWorkflows

ReviewTasks

DEFINE_REFERENCE_DATA_IMPORT_JOBS

CREATE_REFERENCE_DATA_IMPORT_JOB

DEFINE_REFERENCE_DATA_EXPORT_JOBS

EXPORT_TYPES

CREATE_REFERENCE_DATA_EXPORT_JOB

MONITORING_JOBS_HYLNK

IMPORTS_PAGE

MODEL_V3

IMPRT_MDL_NEW_EXSTG_API

IMPORT_VERSION_2

IMPORT_CODE_VALUES_v2

IMPORT_VALUE_MAPPINGS_v2

IMPORT_VERSION_3

IMPORT_CODE_VALUES_v3

IMPORT_VALUE_MAPPINGS_v3

EXPORT_CODEVALUES_TO_CSV_FILE_V1

EXPORT_CODELISTS_AT_PIT_TO_JSON_V3

EXPORT_CODELISTS_AT_PIT_TO_CSV_V3

EXPORT_V4

EXPORT_CODELISTS_AT_PIT_TO_JSON_V4

EXPORT_CODELISTS_AT_PIT_TO_CSV_V4

AUDIT_TRAIL_V2

RDS_V2

CODELISTS

SearchCodeValuesAPI

CODELISTS_V2

UNLOCK_CL_VERSION_2

SearchCodeValuesAPI_V2

CODELISTS_V3

UNLOCK_CL_VERSION_3

UNLOCK_CW

CROSSWALKS_V2

HIERARCHIES_V2

ASSET_OPTIMIZATION

ASSET_POPULATION