I have a question about the send/receive when upload the data.
Technically, what should happen when click the send button? We plan to use a 3rd party service for DSE purpose, is the send button supposed to send the file to the 3rd party? How to configure it to make it could send the file correctly? How about the receive?
The 'Send' functionality is to send specific data and fields for classification which is done outside of SPM application. For this the generates the data in a flat file format and places the file in the 'Export folder' specified under 'Global settings'. The system does not send it directly to the external vendor. You will have to pass these files over using an FTP program if necessary. Also please refer to OSS note 1357322 - Performance/completion issues with inbound/export transfer which allows you to control what files are generated.
The receive functionality works similarly. Once the DSE (Data Standardization and Enrichment) vendor sends you the 'cleansed' files you should place them in the import directory provided under 'Global settings'. Using the data management functionality you can then upload them into the SPM application.
Hope this explains the process.