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Reference data configuration process

To define and use the reference data, ensure that you follow the steps in the configuration process.

The following image shows the steps in the reference data configuration process:

The following table lists the steps involved in the reference data configuration process:

Step	Sub-steps	Reference Content
Step 1. Create assets	Create a reference data set Review and update the Enterprise code list or create a custom code list	Creating reference data sets Code lists or Creating code lists
Step 2. Model the code list	Use the predefined attributes or create custom attributes Configure basic or advanced rules for the code list attributes Configure approval workflow for the code list	Attributes or Custom attributes Basic rule associations or Advanced rule associations Configuring workflows
Step 3. Onboard data	Add code values or import code values	Adding code values Import process or Defining reference data import jobs
Step 4. Define one-to-one relationship between code values	Create a crosswalk Create value mappings	Step 1. Create a crosswalk Step 2. Configure value mappings
Step 5. Define systematic structure of relationships between code lists	Create a hierarchy model Define relationships between code lists	Creating hierarchy models Creating hierarchies
Step 6. Consume data	Export code lists and crosswalks	Defining reference data export jobs
Step 7. Monitor jobs (optional)	Monitor jobs	Monitoring jobs