Reg-Track taxonomy mapping

You can map the Reg-Track taxonomy to field values in IBM OpenPages®.

You map values by downloading, modifying, and then uploading the Reg-Track taxonomy mapping file. The mapping file is a CSV text file.

For example, the Reg-Track taxonomy includes countries and regions. You might want to group the countries into different regions or create additional regions. Suppose that the values that you want to use are in the RCM-Shared:CustomGeo field. You can map the Reg-Track countries to the values of the RCM-Shared:CustomGeo field. The field that you use must be an enumerated string field. Add the RCM-Shared:CustomGeo field to the Reg-Track Regulatory Event object type and then modify the taxonomy mapping file.

Note: The following figure shows a excerpt of rows from the taxonomy mapping file to illustrate the example. This figure is not a representation of the entire file.

Lines from the regtrack_taxonomy_map.csv file are shown in Microsoft Excel. For selected countries, column F contains the RCM-Shared field group; column G the CustomGeo field, and column H contains the value Caribbean. — Figure 1. Example of mapping Reg-Track countries to a field value in OpenPages

You do not need to map all Reg-Track values to field values in OpenPages. If you do not map all values in the OpenPages fields to a Reg-Track value, those fields will not get values automatically when the Reg-Track data is imported.

You can map multiple Reg-Track values to the same OpenPages field value.

You can also map a single Reg-Track value to multiple OpenPages field values. For example, suppose that you want to map the Reg-Track value ABS to Derivatives and Asset Backed Securities in OpenPages. Copy the ABS row. In one of the rows, type Derivatives in column H. In the other ABS row, type Asset Backed Securities in column H.