What is Data Exchange Manager?

数据交换管理器 (DXM) 模块支持在 Diligent实体和其他应用程序之间传输数据，允许您（例如在收购或合并期间）执行批量更新并向应用程序添加数据。

Diligent 实体 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.

Note

Data Exchange Manager requires licensing, installation, implementation and training from the Diligent实体 Services Department. For more information on how to start using DXM, contact your Customer Success Manager.

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 实体 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.