Custom Reference Data Overview
Custom reference data is data specific to a service provider and provides a way to create their own data tables and to populate them. It adds variations of existing use cases configured in Policy Builder.
Custom reference data is data specific to a service provider and provides a way to create their own data tables and to populate them. It adds variations of existing use cases configured in Policy Builder.
Perform the following steps to export CRD data:
Step 1 |
In CPS DRA, navigate to Custom Reference Data. |
Step 2 |
Select Export. The contents of the CRD table is generated in a csv format in a zip file. |
Step 3 |
Click Save File. |
Step 4 |
Click OK. |
Perform the following steps to import CRD tables:
Step 1 |
In CPS DRA, navigate to Custom Reference Data. |
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Step 2 |
Select File to Import... The File Upload dialog box is displayed from where you can select a file to be imported. |
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Step 3 |
Click Import.
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Custom Reference Data Tables section lists the custom reference data (CRD) tables in an alphabetic order along with its description.
You can select a CRD table from the displayed list and view its data. The search filter is added to support full and partial string match.
A key icon is displayed before the column name of the selected CRD tables. This provides the following information:
Indicates whether the column in the selected CRD table is a key column or non-key column.
Indicates the type of Runtime Binding and its value in a tooltip when you hover over it.
The following operations can be performed:
Add a record to the table
Edit a record of the table
Delete a record of the table
The results are paginated for easy access and scrollbars can be used when there are more number of columns.
![]() Note |
The edit, delete and add options are disabled for CRD tables with Svn Crd Data flag enabled. |
Step 1 |
Navigate to Custom Reference Data. |
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Step 2 |
In the left-hand pane, select CRD tables listed under Display Name. The tables are displayed on the right-hand side. You can drag and resize the tables horizontally. |
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Step 3 |
Click Close.
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Step 1 |
Navigate to Custom Reference Data. |
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Step 2 |
In the left-hand pane, select CRD tables listed under Display Name. The tables are displayed on the right-hand side.
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Step 3 |
Click Done. |
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Step 4 |
Click Close.
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Perform the following steps to import a custom reference data table:
Step 1 |
In CPS DRA, navigate to Custom Reference Data. |
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Step 2 |
Select any CRD table. |
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Step 3 |
Click the Import option provided against the selected CRD table. The File to Import dialog box is displayed from where you can select a file to be imported.
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Step 4 |
Select a file. |
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Step 5 |
After the file is loaded, Click Import.
Data Imported success message is displayed. |