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  1. Preface
  2. Introducing Reference 360
  3. Getting started with Reference 360
  4. Manage system reference data
  5. Manage reference data sets
  6. Manage code lists
  7. Manage code values
  8. Manage crosswalks
  9. Import data
  10. Manage hierarchies
  11. Manage attributes
  12. Manage workflows
  13. Manage jobs
  14. Reference 360 REST API
  15. Glossary

Reference 360

Reference 360

configuration

configuration

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
.
To use the configuration resource, you must be assigned the
Informatica Intelligent Cloud Services
Reference 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.
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.
After you change the rule validation mode to
PLATFORM
, you cannot revert back to the
RDM
rule validation mode.

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