Use this resource to configure the Reference 360 organization with settings, such as the approval mode for Business Stewards, approval implementation mode, and the rule validation mode in Reference 360.
Note: To use the configuration resource, you must be assigned the Informatica Intelligent Cloud ServicesReference 360 Administrator role.
Approval mode configuration
The approval mode determines whether approval is required for changes to code values and value mappings, and whether direct import is enabled.
The following table describes the supported approval modes for users assigned the Business Steward role:
Approval Mode
Description
DIRECT_PUBLISH_AND_APPROVAL
- Can choose to send their changes for approval or publish their drafts.
- Can directly import code values and value mappings.
DIRECT_PUBLISH
- Must publish their drafts.
- Can directly import code values and value mappings.
APPROVAL
- Must send their changes for approval.
- Can't directly import code values and value mappings.
Approval implementation mode
The approval implementation mode determines whether the Workflow Inbox and multi-step approval workflows are enabled.
Note: Before you update the approval implementation mode, resolve all tasks and close all draft code lists. Existing tasks and draft code lists will be discarded. After you update the approval implementation mode to PLATFORM, you cannot revert back to the RDM approval implementation mode.
The following table describes the supported approval implementation modes:
Approval Implementation Mode
Description
RDM
Enables the Tasks interface and uses a pre-defined one-step approval workflow. The default approval implementation mode is RDM.
PLATFORM
Enables the Workflow Inbox interface and multi-step approval workflows.
Rule validation mode
The rule validation mode determines the type of rules that you can configure for attributes in a code list.
The following table describes the rule validation modes:
Rule Validation Mode
Description
RDM
Allows configuring the legacy rules in Reference 360.
PLATFORM
Allows configuring the basic rule associations based on the enhanced data validation framework.
Note: After you change the rule validation mode to PLATFORM, you cannot revert back to the RDM rule validation mode.
Get approval mode configuration
Retrieves the approval mode configuration.
GET request
To get the approval mode configuration, submit a GET request with the following URI:
/rdm-service/external/v1/configuration/approval
GET response
The response contains the approval mode.
The following table describes the field:
Field
Description
mode
Approval modes. The following modes are available:
- DIRECT_PUBLISH_AND_APPROVAL
- DIRECT_PUBLISH
- APPROVAL
GET example
To retrieve the approval mode, you might use the following request:
GET https://use4-mdm.dm-us.informaticacloud.com/rdm-service/external/v1/configuration/approval HTTP/1.1 Accept: application/json IDS-SESSION-ID: XXXXXXXXXXXXXXXXXXXXXX
The following sample response shows the approval mode:
HTTP/1.1 200 OK Content-Type: application/json;charset=UTF-8 Content-Length: 31
{ "mode" : "DIRECT_PUBLISH" }
Update approval mode configuration
Updates the approval mode configuration.
PUT request
To update the approval mode configuration, submit a PUT request with the following URI and specify the approval mode:
The response contains the approval implementation mode.
The following table describes the field:
Field
Description
mode
Approval implementation mode. The following modes are available:
- RDM. Enables the Tasks interface and uses a pre-defined one-step approval workflow.
- PLATFORM. Enables the Workflow Inbox interface and multi-step approval workflows.
GET example
To retrieve the approval implementation mode, you might use the following request:
GET https://use4-mdm.dm-us.informaticacloud.com/rdm-service/external/v1/configuration/approvalImplementation HTTP/1.1 Accept: application/json IDS-SESSION-ID: XXXXXXXXXXXXXXXXXXXXXX
The following sample response shows the approval implementation mode:
HTTP/1.1 200 OK Content-Type: application/json;charset=UTF-8 Content-Length: 20
{ "mode":"RDM" }
Update approval implementation mode
Updates the approval implementation mode.
Note: Before you update the approval implementation mode, resolve all tasks and close all draft code lists. Existing tasks and draft code lists will be discarded. After you update the approval implementation mode to PLATFORM, you cannot revert back to the RDM approval implementation mode.
PUT request
To update the approval implementation mode, submit a PUT request with the following URI and specify the approval implementation mode: