Design reliable master data for financial systems.
What it does
Guides the design and evaluation of financial reference-data systems, including master records, identifier mappings, pricing sources, and governance.
When to use it
Use when designing or evaluating security, client, or account masters, mapping identifiers, choosing authoritative data sources, or troubleshooting identifier problems.
How to use it
Give it a financial reference-data design or evaluation question; it returns guidance on master records, source hierarchies, and governance.
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