Lookups

The Lookups tool provides a way for you to select from a list of values for a specific field when updating records in the Data Stewardship Portal Editor.

This feature is particularly useful when you have several records with data in the same field that you want to change. For example, you could have a set of exception records that contain banking data. One of the fields in that data could consist of codes that represent what kind of account is tied to the record (1=checking, 2=savings, 3=money market, and so on). whose addresses include ISO codes instead of names in the Country field, making those addresses unable to be validated. To correct this, you could create a lookup that provides ISO codes with their respective country names and make the corrections in the Data Stewardship Portal Editor, where you select the ISO code from a list that then populates the field with the country name tied to that ISO code.

Another benefit of using this tool is that it limits the options available for corrections, which reduces the possibility of further error. Using the same example of country names being incorrect or missing, by creating a lookup that provides a list of country names instead of requiring those names to be manually entered for each exception record, you ensure that those names are spelled correctly and are more likely to be validated when they are reprocessed.