Welcome to Rosetta Core Tutorial¶
This page will guide you through the features available in Rosetta Core via a selection of use cases.
This tutorial covers signing into RosettaCore, creating a workspace and making a series of changes. The tutorial will guide you through a small refactor procedure that changes the location of TradeDate and remaps the FpML synonyms.
You will learn how to use the editor to navigate the CDM, use the content assist, auto-completion, ingest FpML files and inspect the CDM instance document.
Sign in to RosettaCore¶
To sign into RosettaCore, you can simply press the Rosetta button on the CDM Portal.
You will only see the Rosetta link if you are part of the beta.
Create new Tutorial workspace¶
When you sign in for the first time, you will be asked to create a workspace. Create a workspace called Tutorial, select the latest CDM version and give a description of ISDA CDM Tutorial.
RosettaCore is takes a few seconds to set things up. Please be patient.
Once the workspace is created you are presented with the main screen.
Ingest FpML data document and view as CDM¶
To ingest an FpML XML document, click on the Ingestion icon on the App Toolbar. This will bring up a panel to the bottom of the screen.
If the ingestion does not happen automatically - the model changes may still be processing. Once ready, press the arrow on the Ingestion panel.
There are three panels:
- The FpML document to upload and ingest.
- The FpML document displayed in a tree view. You can view the XML by hitting the view as code button.
- The CDM document displayed in a tree view. You can view the JSON by hitting the view as code button.
- Diagnostics of the ingestion.
When viewing as code, the screen should look like this:
|note:||Notice that there is a green indicator that shows that we ran successfully and the Ingestion is up to date with the model.|
On the second panel (INPUT), navigate to tradeDate by clicking in order:
To see where the tradeDate maps to in the CDM, click on the date (2018-01-29). You will see the CDM panel open with the correct attribute selected.
Create dateOfTrade attribute on Contract¶
Scroll down to tradeDate and create a new attribute called dateOfTrade as follows
dateOfTrade date (1..1)
Remove synonym on Contract -> tradeDate -> date and view Ingestion¶
Hover over TradeDate whilst pressing the control key (or the command key on mac). This will show the description of the model element.
To follow links from Contract to tradeDate, left-click whilst pressing the control key (or the command key on mac). This will navigate you to the Trade Date class.
We want to remove the synonym from the date attribute here and move them to the new dateOfTrade attribute.
Delete the selected line below
A few seconds after removing the line, RosettaCore will generate new mapping code based on the newly updated CDM in the workspace.
|note:||Notice the orange indicator showing that there is an update available to ingestion.|
Once ready, the arrow on the Ingestion panel will be re-activated and you can re-load the FpML document.
The red items show that trade date is no longer mapped to the CDM as we removed the synonyms.
Add synonym to Contract -> dateOfTrade and view Ingestion¶
Now we want to add a synonym to the new dateOfTrade attribute we added.
Click on the back button in the Editor Toolbar a few times to take you back to Contract.
Add in the new synonym:
[synonym FpML_5_10 value "tradeDate" path "tradeHeader"]
Re-run the ingestion as we did before and check to see where the date is mapped to.
We have successfully moved the trade date in the CDM.
Search for usages of Contract -> tradeDate¶
To find all places in the model where the old tradeDate is used, right click on the attribute and select Peek and then Peek References.
This will show you all the places in the CDM where it is used.
Pressing the links on the right hand side will show you the places it is used in the model.
To finish the session, sign out using the menu on the top right of the screen.