What is Data Exchange Manager?

The Data Exchange Manager (DXM) module enables the transfer of data between Diligent Entities and other applications, allowing you to perform batch updates and add data to the applications, for example, during acquisitions or mergers.

Diligent Entities records key data and shares information as necessary. Each transfer of data, including key events and any potential errors or issues, is logged in the system's Audit Trail.

Details

Requirements for the processing of a file determine how it will be processed. Specifications and Formats enable defined Data Feed types to be passed in a transfer. While Data Feeds are defined in the setup stage, there is flexibility in the types of feed that can be established, including details.

• Data Feeds can be defined as Inbound, Outbound or Bidirectional.
• The feeds can be either in a spreadsheet format or an XML transfer.
• The files can be scheduled or processed manually.
• Security for scheduled feeds includes SFTP behind the Hosted Services firewall as well as encrypted transmission from the database to the destination folder.

Users are kept informed of data quality issues so data integrity can be maintained.

• Information stored in Diligent Entities is available for export.
• Issues that occur during file processing are raised and available for review.
• Batch records are created prior to transmission for review.
• Notifications are enabled to alert individual when issues are identified.
• Audit records are maintained within Data Exchange.