Configuring the Wolters Kluwer import

Configure the import of Wolters Kluwer data into IBM OpenPages® with Watson™.

Before you begin

To connect to Wolters Kluwer, you need all of the following items:
  • A TLS/SSL certificate from Wolters Kluwer. For more information, see Importing a certificate from Wolters Kluwer to the local truststore.
  • Get the following URLs and Feed Manager API parameters from Wolters Kluwer:
    • The authentication URL for the Wolters Kluwer API
    • The API URL for regulatory change updates.
    • The API URL for regulatory library updates.
    • Your Wolters Kluwer Client ID.
    • Your Wolters Kluwer Client Secret.
    • Your username and password for the Wolters Kluwer API.
    • The docSourceName parameter.
    • The sourceSystemCode parameter.
    • The transformCode parameter.

Before you import, ensure that System Admin Mode is disabled. To disable System Admin Mode, click Administration menu > Disable System Admin Mode.

About this task

To do this task, you need the SOX > Administration > WK Feed application permission.

By default, OpenPages imports new data only, and only for the past five days. You can change this default behavior. For more information, see Data import settings for Wolters Kluwer feeds.

Procedure

  1. Click Primary menu icon to open the Primary menu.
  2. Click Regulatory Compliance > WK Regulatory Events.
  3. Click Configure.
  4. Configure the import:
    • Type the URLs and API parameters that were provided to you by Wolters Kluwer.
    • Daily Scheduled Import: If you want to schedule the import, select a time. OpenPages imports the data each day. This field is optional.

      Select a time that is later than when Wolters Kluwer delivers its feeds. Contact Wolters Kluwer for information about when feeds are delivered.

    • Wolters Kluwer Administrators: Use this field to select the users to notify if the import has errors or if the Wolters Kluwer taxonomy changes. This field is optional.
    • Process Regulatory Events: Click to map Wolters Kluwer regulatory events to WK Regulatory Events in OpenPages..
    • Process Regulatory Library Objects: Click to map Wolters Kluwer library objects to Mandates, Sub-Mandates, and Requirements in OpenPages.
  5. Optional: If you want to customize how the Wolters Kluwer taxonomy is mapped to OpenPages fields, see Wolters Kluwer taxonomy mapping.
  6. If you want to import data from Wolters Kluwer now, click Start Import. Otherwise, click Done.

What to do next

To see the progress of an import, go to Administration menu > Solution Configuration > Scheduler. click the Wolters Kluwer job, and click the Executions tab. Click a process to view the log.