Reference Data

To manage the reference data on the platform, you must go to the Configuration menu and click on Reference data. This section of the platform configuration allows you to create and manage sets of data you can use throughout the platform.

The reference data management is restricted to specific roles. If you do not have access to this part of the platform and need to manage reference data, please contact your administrator.

What is reference data?

The reference data configuration is used in the platform to allow users to provide static data.

Each type of reference data is specific and used in a different part of the platform:

  • FX Static: You can provide a static exchange rate list. The list will be used to:

    • Calculate the equivalent amount to apply on Organization limits.

    • Calculate the equivalent amount to apply on Channel limits.

    • Calculate the equivalent amount to apply on User limits.

    • Calculate the equivalent amount to apply on transactions based on the FX type of the flow.

FX Static: Sample 

{
  "USDCAD": {
    "exchange_rate": "1.31"
  },
  "USDEUR": {
    "exchange_rate": "0.90"
  },
  "CADEUR": {
    "exchange_rate": "0.68"
  }
}

  • CUSTOM_LIST: You can provide several lists of values that will be used in the rules comparator definition.

  • CUSTOM_JSON: You can provide several JSONs of values that will be used in the rules comparator definition.

Reference data list

Reference data list

In the reference data list screen, you can:

  • Filter the list to view a more restricted list of reference data or perform a search.

  • Create a new reference data. For more details on how to create new reference data, please refer to the section: Reference data creation.

  • Reload the table content by clicking on the Refresh button.

By selecting a specific reference data from the list, you can:

  • Display the entire history of the selected reference data. All changes made to the reference data since its creation are listed with the corresponding dates and the identity of the modifier.

  • View the selected reference data details.

  • Edit the information of the selected reference data.

  • Delete the selected reference data. A prompt will appear for confirmation. This action is final, please perform it with caution.

Reference data creation

Select the organization associated with the reference data and click on Create.

Reference data - Creation screen

When creating a new reference data, you need to specify at least the following required fields:

  • Name: descriptive name used to identify the reference data.

  • The type of the new reference data:

    • FX Static

    • CUSTOM_LIST

    • CUSTOM_JSON

  • The payload with all data you want to use is in the correct format.

In the Editor section, you can review and edit the content of your payload.

Use the Sample button to produce a sample of the payload to browse.