Context

Derivation is a data enrichment function that can be used to enhance the data in a dataset with calculated attributes based on predefined rules at runtime. The enriched data can then be used for consumption in downstream processes such as allocation. In the event that the data to be derived is already available in the source data, then the derived data will only be overwritten if the condition values are met. Otherwise, the source values will still be retained.

Prerequisites

As a prerequisite, ensure you have made available either the data model or the output from another function that has to be enriched. The attributes for enrichment should be available at the calculation unit level or at the environment level, based on the level at which the data enrichment is to be executed. You have identified the conditions that form the basis for the data enrichment.

Steps

1. On the Derivation page, under the Fields roadmap step, choose an Input Function ID from the dropdown list.

2. Choose the View type - either Projection or Aggregation based on the business requirement.

3. Choose Add to add the attributes and mark them as Calculated Attributes.

4. Set the condition fields by selecting the source category as Condition.

5. Set the action fields by selecting the target category as Action

6. In the Rules roadmap step, add the rules by clicking the Add button.

7. There is also the option of importing the rules from Microsoft Excel if the rules are to be imported from other systems.

8. For more information about maintaining the rules for derivation, see the appendix.

9. Save the data.

10. Choose Generate.

11. To preview the results, choose Test.

Appendix