Reference Data
Use the Reference Data component to manage SWIFT reference data
as described in Managing reference data.
To display the Reference Data component, select Reference Data from
the navigation pane.
Legend:
- 1
- Toolbar buttons that you can use to work with reference data records.
- 2
- Filter buttons and a filter field to restrict the records that are displayed in the list of reference data records.
- 3
- List of reference data records (in this case bank data). For a new record or a record with pending changes, the new or changed information is displayed greyed out.
- 4
- A field that indicates the number of displayed records, the total number that meet the current filter criteria, and the total number viewable by the user. In addition, the number of the first displayed record is shown. This number can be changed to navigate to another record.
- 5
- Buttons to navigate through the pages of the list of reference data records.
- 6
- The number of displayed records can be changed between 20, 50 and 100.
Use the toolbar buttons to manage reference data:
Icon | Name | Description |
---|---|---|
New | Depending on the selected reference data list,
create a new:
|
|
Edit | Edit the selected reference data record. | |
Delete | Delete a reference data record. | |
Approve | Approve or reject modifications of reference data. | |
Reject | ||
Undo | Undo rejected modifications of reference data. |
The reference data lists use icons to give more information about
the record displayed. Table 1 shows the symbols
when the user can perform the follow-on action, e.g. approve or reject
the pending change. If the user cannot perform the action the corresponding
symbol is greyed out.
Icon | Description |
---|---|
The reference data record has pending changes and needs approval. | |
The pending changes of the reference data record have been rejected. | |
The pending deletion of the reference data record needs approval. | |
The pending deletion of the reference data record has been rejected. | |
The Reference Data Utility (RDU) was used to import reference data after this record was changed or deleted. |