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Configuring Oracle Java CAPS Master Indexes (Repository)     Java CAPS Documentation
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Configuring Oracle Java CAPS Master Indexes (Repository)

Related Topics

Master Index Configuration Overview (Repository)

About the Master Index Configuration Files (Repository)

Object Definition

Candidate Select

Match Field

Threshold

Best Record

Field Validation

Security

Enterprise Data Manager

Modifying the Master Index XML Files Directly (Repository)

Using the Master Index Configuration Editor-Repository

Object Definition File

Candidate Select File

Threshold File

Match Field File

Best Record File

Field Validation File

Enterprise Data Manager File

Match Configuration File (matchConfigFile.cfg)

Maintaining Version Control in the Master Index (Repository) Configuration Files

Checking Configuration Files Out With the Configuration Editor-Repository

Checking Configuration Files In With the Configuration Editor-Repository

Working With the XML Editor

Saving a Configuration File to the Repository

Validating XML Files

Copying, Cutting, and Pasting Files

Configuring the Master Index Object Structure (Repository)

Adding an Object to the Master Index Object Structure (Repository)

To Add an Undefined Object (Configuration Editor)

To Add a Predefined Object (Configuration Editor)

To Add an Undefined Object (XML editor)

Modifying an Object's Name In the Master Index Object Definition (Repository)

To Modify an Object's Name (Configuration Editor)

To Modify an Object's Name (XML Editor)

Deleting an Object From the Master Index Object Structure (Repository)

To Delete an Object (Configuration Editor)

To Delete an Object (XML Editor)

Adding a Field to the Master Index Object Structure (Repository)

To Add a Field (Configuration Editor)

To Add a Field (XML Editor)

Deleting a Field from the Master Index Object Structure (Repository)

To Delete a Field (Configuration Editor)

To Delete a Field (XML Editor)

Modifying Master Field Properties (Repository)

To Modify Field Properties (Configuration Editor)

To Modify Field Properties (XML Editor)

Defining Relationships Between Master Index Objects (Repository)

To Define Object Relationships (XML Editor)

Master Index Field Properties and Name Restrictions (Repository)

Master Index Field Name Restrictions (Repository)

Master Index Configuration Editor Field Properties (Repository)

Master Index Field Property Elements (Repository)

Creating a Master Index Basic Query (Repository)

To Create a Basic Query (Configuration Editor)

To Create a Basic Query (XML Editor)

Master Index Query Builder Dialog Box Fields and XML Elements (Repository)

Creating Master Index Blocking Queries (Repository)

To Create a Blocking Query (Configuration Editor)

To Create a Blocking Query (XML Editor)

Master Index Query Block Fields and XML Elements (Repository)

Modifying Master Index Queries (Repository)

Modifying a Master Index Query (Repository)

To Modify a Basic Query (Configuration Editor)

To Modify a Query (XML Editor)

Adding a Query Block to a Master Index Query (Repository)

To Add a Query Block (Configuration Editor)

To Add a Query Block (XML Editor)

Modifying a Query Block for a Master Index Query (Repository)

To Modify a Query Block (Configuration Editor)

To Modify a Query Block (XML Editor)

Deleting a Query Block From a Master Index Query (Repository)

To Delete a Query Block (Configuration Editor)

To Delete a Query Block (XML Editor)

Deleting a Master Index Query (Repository)

To Delete a Query (Configuration Editor)

To Delete a Query

Configuring Master Index Processing Options (Repository)

Specifying Master Index Custom Logic Classes (Repository)

To Specify Custom Logic for External System Messages

To Specify Custom Logic for the Enterprise Data Manager

Specifying the Master Index Update Mode (Repository)

To Specify Potential Duplicates be Reevaluated at Each Update

To Specify Potential Duplicates not be Reevaluated at Each Update

Configuring Master Index Merged Record Updates (Repository)

To Allow Merged Record Updates

To Prevent Merged Record Updates

Specifying the Master Index Blocking Query for Matching (Repository)

To Specify the Blocking Query for Matching

Setting Master Index Blocking Query Options (Repository)

To Set Blocking Query Options

Configuring Matching Parameters (Repository)

Specifying the Master Index Decision Maker Class (Repository)

To Specify the Decision Maker Class

Defining How to Handle Multiple Assumed Matches (OneExactMatch) (Repository)

To Create Potential Duplicates When Multiple Records Match

To Match the Highest Weighted Records When Multiple Records Match

Specifying Whether Same System Matches are Allowed (SameSystemMatch) (Repository)

To Allow Same System Records to be Automatically Merged

To Prevent Same System Records From Being Automatically Merged

Specifying the Master Index Duplicate Threshold (Repository)

To Specify the Duplicate Threshold (Configuration Editor)

To Specify the Duplicate Threshold (XML Editor)

Specifying the Master Index Match Threshold (Repository)

To Specify the Match Threshold (Configuration Editor)

To Specify the Match Threshold (XML Editor)

Adding and Deleting Master Index Decision Maker Parameters (Repository)

To Add a New Decision Maker Parameter

To Delete a Decision Maker Parameter

Configuring Master Index EUIDs (Repository)

Specifying the Master Index EUID Generator Class (Repository)

To Specify the EUID Generator Class

Specifying the Master Index EUID Length (Repository)

To Specify the EUID Length

Specifying a Master Index Checksum Length (Repository)

To Specify a Checksum Length

Specifying the Master Index Chunk Size (Repository)

To Specify the Chunk Size

Adding and Deleting Master Index EUID Generator Parameters (Repository)

To Add EUID Generator Parameters

To Delete EUID Generator Parameters

Defining Master Index Normalization Rules (Repository)

Defining a Master Index Field to be Normalized (Repository)

To Define a Field to be Normalized (Configuration Editor)

To Define a Field to be Normalized (XML Editor)

Master Index Normalization and Standardization Structure Properties (Repository)

Master Index Locale Codes Properties (Repository)

Modifying a Master Index Normalization Definition (Repository)

To Modify a Normalization Definition (Configuration Editor)

To Modify a Normalization Structure (XML Editor)

Deleting a Master Index Normalization Definition (Repository)

To Delete a Normalization Definition

To Delete a Normalization Structure

Defining Master Index Standardization Rules (Repository)

Defining Master Index Fields to be Standardized (Repository)

To Define Fields to be Standardized (Configuration Editor)

To Define Fields to be Standardized (XML Editor)

Master Index Standardization Source and Target Field Elements (Repository)

Modifying a Master Index Standardization Definition (Repository)

To Modify a Standardization Definition (Configuration Editor)

To Modify a Standardization Definition (XML Editor)

Deleting a Master Index Standardization Definition (Repository)

To Delete a Standardization Definition (Configuration Editor)

To Delete a Standardization Definition (Configuration Editor)

Defining Phonetic Encoding for the Master Index (Repository)

Defining Master Index Fields for Phonetic Encoding (Repository)

To Define a Field for Phonetic Encoding (Configuration Editor)

To Define a Field for Phonetic Encoding (XML Editor)

Master Index Phonetic Encoding Fields and Elements (Repository)

Modifying a Master Index Phonetic Encoding Definition (Repository)

To Modify a Phonetic Encoding Definition (Configuration Editor)

To Modify a Phonetic Encoding Definition (XML Editor)

Deleting a Master Index Phonetic Encoding Definition (Repository)

To Delete a Phonetic Encoding Definition (Configuration Editor)

To Delete a Phonetic Encoding Definition (XML Editor)

Defining a Master Index Phonetic Encoder (Repository)

To Define a Phonetic Encoder (Configuration Editor)

To Define a Phonetic Encoder (XML Editor)

Master Index Encoder Elements and Types (Repository)

Modifying a Master Index Phonetic Encoder (Repository)

To Modify a Phonetic Encoder (Configuration Editor)

To Modify a Phonetic Encoder (XML Editor)

Deleting a Master Index Phonetic Encoder (Repository)

To Delete a Phonetic Encoder (Configuration Editor)

To Delete a Phonetic Encoder (XML Editor)

Defining the Master Index Match String (Repository)

Creating the Master Index Match String (Repository)

To Create the Match String (Configuration Editor)

To Create the Match String (XML Editor)

Modifying the Master Index Match String (Repository)

To Modify the Match String (Configuration Editor)

To Modify the Match String (XML Editor)

Defining how Master Index Query Blocks are Processed (Repository)

To Specify the Block Picker

To Specify the Pass Controller Class

Defining the Master Index Survivor Calculator (Repository)

Specifying the Master Index Survivor Helper (Repository)

To Specify the Survivor Helper

Specifying a Master Index Default Survivor Strategy (Repository)

To Specify a Default Survivor Strategy

Configuring the Default Survivor Strategy

Master Index Default Survivor Strategy Parameter Elements (Repository)

Defining the Master Index Single Best Record Structure (Repository)

To Specify a Candidate Field

Deleting Candidate Fields

Defining a Master Index Survivor Strategy for a Field or Object (Repository)

To Define a Survivor Strategy for a Field

Defining Master Index Custom Weighted Strategies (Repository)

Defining Custom Weighted Strategies

Configuring Weighted Strategies

Modifying Weighted Calculator Parameters

Deleting Weighted Calculator Parameters

Master Index Weighted Calculator Parameter Elements (Repository)

Configuring Master Index Update Policies (Repository)

Defining Master Index Update Policies (Repository)

To Define Update Policies

Setting the Master Index Update Policy Flag (Repository)

To Set the Update Policy Flag

Defining Custom Field Validations for the Master Index (Repository)

To Implement a Validation Rule

Configuring the Match Engine (Repository)

Specifying a Match Engine for the Master Index (Repository)

To Configure the Match Engine

Configuring the Comparison Functions for a Master Index Application (Repository)

To Configure the Comparison Functions (Configuration Editor)

To Configure the Comparison Functions (Text Editor)

Match Comparator Configuration Properties for Oracle Java CAPS Master Index (Repository)

Configuring the Standardization Engine (Repository)

Specifying a Standardization Engine for the Master Index (Repository)

To Specify the Standardization Engine

Modifying Master Index Standardization Files (Repository)

To Modify Standardization Data Configuration Files

Loading Standardization Files to a Master Index Application (Repository)

To Load Standardization Files

Configuring the Master Index EDM Appearance (Repository)

Adding Objects to the EDM

To Add an Object to the EDM

Modifying EDM Objects

To Modify an EDM Object

Deleting Objects From the EDM

To Delete an Object

Adding Fields to the EDM

To Define New Fields

EDM Field Configuration Elements

Removing Fields From the EDM

To Remove a Field From the EDM

Modifying EDM Field Display Options

To Modify a Field's Display Options

Specifying a Drop-Down List for an EDM Field

To Specify a Drop-Down List

Specifying an EDM Field's Length and Format

To Modify a Field's Length and Format

Modifying an EDM Field's Data Type

To Modify the Data Type

Defining Key Fields for an Object (Repository)

To Modify the Key Status

Masking Field Values on the EDM

To Mask Field Values on the EDM

Defining EDM Object Relationships (Repository)

To Define Relationships

Defining EDM Local ID Labels (Repository)

To Define Local ID Labels

Configuring the Master Index EDM Search Pages (Repository)

Specifying Standard EDM Search Page Properties (Repository)

To Specify Standard Search Page Properties

Creating a Search Page for the EDM (Repository)

Step 1: Define the Search Page

Step 2: Define the Search Fields

Step 3: Specify Search Options

EDM Search Page Definition Elements

EDM Search Field Definition Elements

EDM Search Option Elements

Modifying a Search Page on the EDM (Repository)

Modifying a Search Page Definition

Modifying Search Fields

Modifying Search Options

Configuring Master Index EDM Page Layouts (Repository)

Specifying the Initial View for the EDM (Repository)

To Specify the Initial View

Configuring the EDM Search Results Page (Repository)

To Configure the Search Results Page

Configuring the EDM View/Edit Page (Repository)

To Configure the View/Edit Page

Configuring the EDM Create System Record Page (Repository)

To Configure the Create EO Page

Configuring the EDM History Page (Repository)

To Configure the History Page

Configuring the EDM Match Review Page (Repository)

To Configure the Match Review Page

Configuring the EDM Reports and Reports Page (Repository)

Configuring the Reports Page

Configuring Reports

EDM Reports and Reports Page Configuration Elements (Repository)

Configuring the EDM Audit Log Pages (Repository)

To Configure the Audit Log Pages

Configuring Master Index EDM Implementation Information (Repository)

Specifying the Master Controller JNDI Class (Repository)

To Specify the Master Controller JNDI Class

Specifying the Master Index Report Generator JNDI Class (Repository)

To Specify the Report Generator JNDI Class

Specifying Master Index Validation Services (Repository)

To Specify the Validation Service

Setting Master Index Debug Options (Repository)

To Set Debug Options

Specifying a Master Index Field Masking Class (Repository)

To Specify a Field Masking Class

Configuring Master Index Update Policies (Repository)

When the Best Record file is generated, no Java classes are defined for the update policies. You can create custom update policy classes and specify that the custom classes be used instead. Custom update policies must implement com.stc.eindex.update.UpdatePolicy and must be defined as custom classes in the Oracle Java CAPS Master Index project to be recognized as an update policy. The names of the custom plug-ins you create are the values you enter for the update policies. You can also set the update policy flag to specify whether the policies are performed when no changes are made to an existing record.


Note - Master Patient Index includes update policies to assist with alias name processing. These policies are defined in the Best Record file by default for the Master Patient Index project.


Perform the following tasks to configure the update policies:

Defining Master Index Update Policies (Repository)

You can define update policies for any of the seven update policy elements. You do not need to specify a policy for each element.

To Define Update Policies

  1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Best Record file.

    The file opens in the NetBeans XML editor.

  2. Scroll to the UpdateManagerConfig section of the file.
  3. Do any of the following:
    • To modify the merge policy for enterprise objects, change the value of the EnterpriseMergePolicy element to the fully qualified name of the new Java class.

      For example:

         <EnterpriseMergePolicy>com.stc.eindex.user.MyEntMergePolicy
         </EnterpriseMergePolicy>
    • To modify the unmerge policy for enterprise objects, change the value of the EnterpriseUnmergePolicy element to the fully qualified name of the new Java class.

      For example:

         <EnterpriseUnmergePolicy>com.stc.eindex.user.MyEntUnmergePolicy
         </EnterpriseUnmergePolicy>
    • To modify the update policy for enterprise objects, change the value of the EnterpriseUpdatePolicy element to the fully qualified name of the new Java class.

      For example:

         <EnterpriseUpdatePolicy>com.stc.eindex.user.MyEntUpdatePolicy
         </EnterpriseUpdatePolicy>
    • To modify the create policy for enterprise objects, change the value of the EnterpriseCreatePolicy element to the fully qualified name of the new Java class.

      For example:

         <EnterpriseCreatePolicy>com.stc.eindex.user.MyCreatePolicy
         </EnterpriseCreatePolicy>
    • To modify the merge policy for system objects, change the value of the SystemMergePolicy element to the fully qualified name of the new merge policy Java class.

      For example:

         <SystemMergePolicy>com.stc.eindex.user.MySysMergePolicy
         </SystemMergePolicy>
    • To modify the unmerge policy for system objects, change the value of the SystemUnmergePolicy element to the fully qualified name of the new Java class.

      For example:

         <SystemUnmergePolicy>com.stc.eindex.user.MySysUnmergePolicy
         </SystemUnmergePolicy>
    • To modify the assumed match policy, change the value of the UndoAssumeMatchPolicy element to the fully qualified name of the new Java class.

      For example:

      <UndoAssumeMatchPolicy>com.stc.eindex.user.MyUndoAsmMatchPolicy
         </UndoAssumeMatchPolicy>
  4. Save and close the file.

Setting the Master Index Update Policy Flag (Repository)

The update flag determines whether update policies are performed against a record when a transaction does not cause any changes to the record’s data.

To Set the Update Policy Flag

  1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Best Record file.

    The file opens in the NetBeans XML editor.

  2. Scroll to the UpdateManagerConfig section of the file.
  3. To specify that update policies are not performed when no updates are made, set the SkipUpdateIfNoChange element to true.

    For example:

    <SkipUpdateIfNoChange>true</SkipUpdateIfNoChange>
  4. To specify that update policies are performed even though no updates are made, set the SkipUpdateIfNoChange element to false.

    For example:

    <SkipUpdateIfNoChange>false</SkipUpdateIfNoChange>
  5. Save and close the file.