Mapping Reg-Track taxonomy values to OpenPages field values

You can map values in the Reg-Track taxonomy to values in IBM OpenPages®. You define the mappings by editing the taxonomy mapping file.

Before you begin

  • Each field group that you want to use is associated with the Reg-Track Regulatory Event object type.
  • Each field that you want to use is an enumerated string field. The values that you want to use in the mapping file must be available in the enumerated string field.

About this task

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

When you edit the taxonomy mapping file, use a text editor that supports UTF-8. Multibyte characters are not supported in the taxonomy mapping file.

Procedure

  1. Click Primary menu Primary menu icon.
  2. Click Regulatory Compliance > Reg-Track Regulatory Events.
  3. Click Configure.
  4. Click Download the latest mapping file (.csv) and save the file.
  5. Create a backup of the regtrack_taxonomy_map.csv file.
  6. Open the regtrack_taxonomy_map.csv file.
    Figure 1. Example of the taxonomy file in Microsoft Excel
    The regtrack_taxonomy_map.csv file is shown in Microsoft Excel.
  7. In column E, locate the Reg-Track value that you want to map to a field value in OpenPages.
  8. For each value that you want to map, enter the following information:
    • In column F, type the field group.
    • In column G, type the field name.
    • In column H, type the field value.

    The Reg-Track value in column E will be mapped to the value in column H.

    Note: Do not edit the values in columns A to E.
  9. Save the file as a CSV text file.
  10. Return to OpenPages.
  11. On the Reg-Track Regulatory Events page, click Configure.
  12. Click Upload.

Results

The taxonomy mapping file is uploaded. The next time that you import data from Reg-Track, your taxonomy mappings are applied to the incoming regulatory events.