16.12W Getting Started with Unique Data Management (UDM)

Asterisk Intelligence

Summary

This course introduces participants to Unique Data Management (UDM) custom fields, a design‐your‐own database solution that enables the creation of customized data points to collect and store in CU*BASE.  Participants learn strategies for working with UDM tools in CU*BASE.

Audience

This course is designed for database managers, database administrators, and any other credit union staff member responsible for data.

Objectives

By the completion of this course, participants will be able to:
• List best practices for configuring and managing custom fields
• Identify the toolset needed to manage a set of custom fields
• View custom fields and their entries
• Update custom fields and their entries
• Generate custom field reports

Topics

This course covers the following topics:
• Configuring custom fields
• Differences between membership-level and account‐level custom fields
• Data entry tools that can be used with custom fields
• Reviewing custom field entries
• Database tables that store custom field entries
• Best practices for maintaining custom fields and their entries

Course Offerings Schedule

Getting Started with Unique Data Management (UDM)