Your daily routine
How a data steward's day starts on Home, what each card on the Your work row means, and how to move from there into the queues.
Match review
Working the queue of record pairs that Datum's matching model could not decide, and deciding each one with the evidence in front of you.
Other queues and proposals
Working-system proposals, how to review and apply one, and where the other queue types (suspended clusters, escalations, quality, hierarchy, drift) are actually worked.
My tasks
The task inbox, how tasks reach you, how to claim, complete, reassign and comment, and how SLA clocks work.
Running workflows
Finding a workflow instance, reading where it has got to and why, firing its next transition, and starting a new one.
Change requests
Reviewing the changes that colleagues without edit rights have proposed, approving them, and rejecting them with a reason they can act on.
Editing a record
How a steward changes a golden record, pins a value over the survivorship rules, reads the history, sees the record as at a past date, and reverses a merge.
Quality scorecard
Reading a record's quality score and open findings, re-evaluating it, accepting or suppressing a finding with a reason, and printing the scorecard.
Delegation and cover
How to hand your tasks to a colleague while you are away, what moves and what stays, how the work comes back, and what the colleague sees.
Bulk import
Load a CSV or tab-separated file into Datum in four steps — upload, map, validate, commit.
Reference data
Code lists, the codes other systems send, and how to map or retire them.
Taxonomy
The firm's taxonomy — the FOLIO concepts the firm has adopted for classifying matters — and how to browse it.
Corporate hierarchies
Browse client groups three ways, find parties that belong to no group, and test a restructure in a scenario before it touches the live structure.
Party register
Search every party the firm knows — clients, former clients, adverse and related parties — and what the register is not.
Registry verification
Check organisations against a company registry, read the findings, and keep verifications fresh.
Retention and legal holds
See which matters are due for disposition, place and release legal holds, read the retention schedule and record outside counsel guidelines.
People and timekeepers
Read a timekeeper's rates, assignments and admissions, and record the changes that matter — admissions, moves, rates and leavers.