We’re excited to announce that Master Data, part of our Form Builder module, is now available to all Nuj clients.
Master Data helps you manage your fund’s structure with greater ease, ensuring your APRA reporting is accurate and efficient. Here’s how it works.
Why Use Master Data Manager?
With Master Data, you can:
✅ Add and Manage Key Fund Details:
Add new products, investment menus, investment options, and fees and costs.
Edit and update these details directly within the platform.
Track changes with comments, so you always know why updates happened.
✅ Map Relationships:
Create and manage links between products, menus, and options to reflect your fund’s structure accurately.
Identify unmapped or de-mapped items to ensure all elements are correctly linked for accurate reporting.
✅ Manage Pathways:
View, activate, or deactivate Product → Menu → Option combinations to ensure only valid structures are reported.
Use the Date Selector to review pathways from current, past or future structures.
✅ Build the 605.0 RSE Structure Form with Ease:
Streamline your data validation and form-building process by ensuring your fund structure data is always accurate and up to date.
Master Data in Action
To fully utilise Master Data, understanding its three core sections - Company Profile, Mapping, and Pathways - is key. Here's how each one supports your reporting:
1. Company Profile
Company Profile stores the core details of your RSE structure — the foundation for your APRA reporting.
Key Features:
Tabs for Products, Investment Menus, Investment Options, and Fees & Costs.
Add, edit, or download data to ensure all details are correct and complete.
Maintain alignment with APRA Connect to prevent validation issues.
2. Mapping
Mapping lets you define relationships between your fund’s elements, ensuring accurate reporting structure.
Key Features:
Connect products to menus, and menus to investment options.
Quickly identify and resolve unmapped items.
Use the Edit Drawer to manage relationships quickly and easily.
Card layout for intuitive and easy to manage mapping.
Bulk mapping options allow you to efficiently map multiple items at once, saving time when updating large data sets.
3. Pathways
Pathways shows the Product → Menu → Option combinations for your fund’s structure, for an at-a-glance overview and easy management
Key Features:
View active and inactive pathways.
Set effective dates for time-based reporting accuracy.
Easily switch between Table and Card views to suit your workflow.
Card View provides a clear visual overview of active and inactive pathways, making quick assessments easier.
Table View allows for bulk pathway editing — ideal for activating or deactivating multiple pathways at once.
Getting Started
To access Master Data, simply navigate to the Form Builder module and select Master Data from the side menu. Remember to select the correct fund from the dropdown at the top of the page before making changes.
If you have any questions or need support, reach out via the Nuj platform chat — we're here to help!
Master Data is just a taste of what our full Form Builder can do, designed to simplify your APRA reporting journey from start to finish.
Comments