Configuring the Thomson Reuters import

Configure the import of Thomson Reuters Regulatory Intelligence data into IBM OpenPages®.

Before you begin

  • To connect to Thomson Reuters Regulatory Intelligence, you need all of the following items:
    • Your API client ID and API client secret from Thomson Reuters Regulatory Intelligence.
  • Prepare the SFTP server. For more information, see Preparing the SFTP server.
  • Configure the feeds in Thomson Reuters Regulatory Intelligence. For more information, see Configuring the feeds.
  • Before you import, ensure that System Admin Mode is disabled. To disable System Admin Mode, click Open Administration menu Administration menu > Disable System Admin Mode.

About this task

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

Procedure

  1. Click Primary menu Primary menu icon.
  2. Click Compliance Assessments > TRRI Regulatory Events.
  3. Click Configure.
  4. Enter values in the following fields:
    • API Client ID and API Client Secret: Type the API client ID and secret that you received from Thomson Reuters.
    • Host: Type the fully qualified domain name (FQDN) or IP address of the SFTP server where the feeds are delivered.
    • Username and Password: Type the user name and password that is used by OpenPages to access the SFTP server.
    • Directory: Type the directory on the SFTP server where the feeds are delivered. For more information, see Directory path for Thomson Reuters imports.
    • Port: Type the port number of the SFTP server (the default Is 22).
    • 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 later than the time that your Thomson Reuters feeds are scheduled to be delivered. Keep in mind that it can take some time for the feeds to be delivered to the SFTP server.

      For more information, see Daily schedule for Thomson Reuters imports.

    • TRRI Administrators: Use this field to select the users to notify if the import has errors or if the Thomson Reuters taxonomy changes. This field is optional.
    • Select one or more of the following options:
      • Process Regulatory Events: Select this option to import regulatory events data.
      • Process Regulatory Library Objects: Select this option to import related documents.
  5. Optional: If you want to customize how the Thomson Reuters taxonomy is mapped to OpenPages fields, see Thomson Reuters taxonomy mapping.
  6. If you want to import data from Thomson Reuters now, click Start Import. Otherwise, click Done.

What to do next

To see the progress of an import, go to Open Administration menu Administration menu > Solution Configuration > Scheduler. click the Thomson Reuters Regulatory Intelligence job, and click the Executions tab. Click a process to view the log.

Note: The maximum file size for an import file is 10 GB. If a file is larger than the maximum, the file is skipped and a notification is sent to the TRRI Administrators.