Reference data is static data typically found in transactional system fields, such as account types, location codes, or medical codes. Different data systems may each use their own values for these static data fields. Reltio for Financial Services comes with these preconfigured lookup types that standardize various values from external systems into a single value you can reference in Reltio, such as account holder types, employment statuses, and trade authorization levels.

For information on working with reference data properties, see topic Preconfigured User Interface for Financial Services.

For general information on lookup types, see topic Reference Data Management (RDM). For a list of these, see the section below.

Lookup types (Financial Services)