Template manager module
template fields can be filled in from master data
Master data manager module
The system has a built-in master data management module that primarily supports the filling of templates and forms with data. Master data maintenance can take place through an external source, automatically, via an interface, or by simple manual upload.
Five reasons for the implementation
- Significantly better data quality
- Faster data recording
- More efficient work
- Less possibility for errors
Business areas of use
- In case of business activities where registry and data of massive databases (e.g.: client, product, service, other items and related data) requires:
- daily use (e.g.: clients’ data for filling forms and document templates)
- continuous update (e.g.: for inventory making)
- storage (e.g.: service monitoring)
- collection (for business intelligence development)
- Using master data enables
- faster data recording (data does not have to be uploaded one by one)
- up-to-date registry
- the creation of a detailed data structure
- data retrieval from numerous dimensions
Master Data Management Features
- An unlimited number of “masters” can be created (e.g.: client, partner, department)
- Master data assigned to authorization (e.g.: visibility, modification)
- Authorization filters narrow down master data
- An unlimited number of metadata within a “master” can be recorded
- All master data maintenance can take place through ESB
- Insert / update / delete procedures to other systems are ensured
- Master data are automatically assigned to metadata, templates, and forms
- Individual master data can be provided to other systems
- Individual, central or mixed “masters” can be created
- Optional „Unique key” setting (e.g.: tax ID number)
- Master data can be loaded and exported into MS Excel
