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Oracle Java CAPS Master Index Configuration Guide     Java CAPS Documentation
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Oracle Java CAPS Master Index Configuration Guide

Related Topics

Master Index Configuration Overview

About the Master Index Configuration Files

object.xml

query.xml

mefa.xml

master.xml

update.xml

filter.xml

validation.xml

security.xml

midm.xml

Modifying the Master Index XML Files Directly

Using the Master Index Master Index Configuration Editor

object.xml

query.xml

master.xml

mefa.xml

update.xml

validation.xml

midm.xml

Match Configuration File (matchConfigFile.cfg)

Maintaining Version Control in the Master Index Configuration Files

Copying, Cutting, and Pasting Files

Configuring the Master Index Object Structure

Adding an Object to the Master Index Object Structure

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

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

To Delete an Object (Configuration Editor)

To Delete an Object (XML Editor)

Adding a Field to the Master Index Object Structure

To Add a Field (Configuration Editor)

To Add a Field (XML Editor)

Deleting a Field from the Master Index Object Structure

To Delete a Field (Configuration Editor)

To Delete a Field (XML Editor)

Modifying Master Field Properties

To Modify Field Properties (Configuration Editor)

To Modify Field Properties (XML Editor)

Defining Relationships Between Master Index Objects

To Define Object Relationships (XML Editor)

Master Index Field Properties and Name Restrictions

Master Index Field Name Restrictions

Master Index Configuration Editor Field Properties

Master Index Field Property Elements

Creating a Master Index Basic Query

To Create a Basic Query (Configuration Editor)

To Create a Basic Query (XML Editor)

Master Index Query Builder Dialog Box Fields and XML Elements

Creating Master Index Blocking Queries

To Create a Blocking Query (Configuration Editor)

To Create a Blocking Query (XML Editor)

Master Index Query Block Fields and XML Elements

Modifying Master Index Queries

Modifying a Master Index Query

To Modify a Basic Query (Configuration Editor)

To Modify a Query (XML Editor)

Adding a Query Block to a Master Index Query

To Add a Query Block (Configuration Editor)

To Add a Query Block (XML Editor)

Modifying a Query Block for a Master Index Query

To Modify a Query Block (Configuration Editor)

To Modify a Query Block (XML Editor)

Deleting a Query Block From a Master Index Query

To Delete a Query Block (Configuration Editor)

To Delete a Query Block (XML Editor)

Deleting a Master Index Query

To Delete a Query (Configuration Editor)

To Delete a Query

Configuring Master Index Processing Options

Specifying Master Index Custom Logic Classes

To Specify Custom Logic for External System Messages

To Specify Custom Logic for the Master Index Data Manager

Specifying the Master Index Update Mode

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

To Allow Merged Record Updates

To Prevent Merged Record Updates

Specifying the Master Index Blocking Query for Matching

To Specify the Blocking Query for Matching

Setting Master Index Blocking Query Options

To Set Blocking Query Options

Defining Master Index Transactional Support

To Configure the Master Index for Local Transactions

To Configure the Master Index to Distributed Transactions Across Applications

To Configure the Master Index for Distributed Transactions Within the Master Index Application Only

Configuring Matching Parameters

Specifying the Master Index Decision Maker Class

To Specify the Decision Maker Class

Defining How to Handle Multiple Assumed Matches (OneExactMatch)

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)

To Allow Same System Records to be Automatically Merged

To Prevent Same System Records From Being Automatically Merged

Specifying the Master Index Duplicate Threshold

To Specify the Duplicate Threshold (Configuration Editor)

To Specify the Duplicate Threshold (XML Editor)

Specifying the Master Index Match Threshold

To Specify the Match Threshold (Configuration Editor)

To Specify the Match Threshold (XML Editor)

Adding and Deleting Master Index Decision Maker Parameters

To Add a New Decision Maker Parameter

To Delete a Decision Maker Parameter

Configuring Master Index EUIDs

Specifying the Master Index EUID Generator Class

To Specify the EUID Generator Class

Specifying the Master Index EUID Length

To Specify the EUID Length

Specifying a Master Index Checksum Length

To Specify a Checksum Length

Specifying the Master Index Chunk Size

To Specify the Chunk Size

Adding and Deleting Master Index EUID Generator Parameters

To Add EUID Generator Parameters

To Delete EUID Generator Parameters

Defining Master Index Normalization Rules

Defining a Master Index Field to be Normalized

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

Master Index Variants Properties

Modifying a Master Index Normalization Definition

To Modify a Normalization Definition (Configuration Editor)

To Modify a Normalization Structure (XML Editor)

Deleting a Master Index Normalization Definition

To Delete a Normalization Definition

To Delete a Normalization Structure

Defining Master Index Standardization Rules

Defining Master Index Fields to be Standardized

To Define Fields to be Standardized (Configuration Editor)

To Define Fields to be Standardized (XML Editor)

Master Index Standardization Source and Target Field Elements

Modifying a Master Index Standardization Definition

To Modify a Standardization Definition (Configuration Editor)

To Modify a Standardization Definition (XML Editor)

Deleting a Master Index Standardization Definition

To Delete a Standardization Definition (Configuration Editor)

To Delete a Standardization Definition (Configuration Editor)

Defining Phonetic Encoding for the Master Index

Defining Master Index Fields for Phonetic Encoding

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

Modifying a Master Index Phonetic Encoding Definition

To Modify a Phonetic Encoding Definition (Configuration Editor)

To Modify a Phonetic Encoding Definition (XML Editor)

Deleting a Master Index Phonetic Encoding Definition

To Delete a Phonetic Encoding Definition (Configuration Editor)

To Delete a Phonetic Encoding Definition (XML Editor)

Defining a Master Index Phonetic Encoder

To Define a Phonetic Encoder (Configuration Editor)

To Define a Phonetic Encoder (XML Editor)

Master Index Encoder Elements and Types

Modifying a Master Index Phonetic Encoder

To Modify a Phonetic Encoder (Configuration Editor)

To Modify a Phonetic Encoder (XML Editor)

Deleting a Master Index Phonetic Encoder

To Delete a Phonetic Encoder (Configuration Editor)

To Delete a Phonetic Encoder (XML Editor)

Defining the Master Index Match String

Creating the Master Index Match String

To Create the Match String (Configuration Editor)

To Create the Match String (XML Editor)

Modifying the Master Index Match String

To Modify the Match String (Configuration Editor)

To Modify the Match String (XML Editor)

Defining how Master Index Query Blocks are Processed

To Specify the Block Picker

To Specify the Pass Controller Class

Defining the Master Index Survivor Calculator

Specifying the Master Index Survivor Helper

To Specify the Survivor Helper

Specifying a Master Index Default Survivor Strategy

To Specify a Default Survivor Strategy

Configuring the Default Survivor Strategy

Master Index Default Survivor Strategy Parameter Elements

Defining the Master Index Single Best Record Structure

To Specify a Candidate Field

Deleting Candidate Fields

Defining a Master Index Survivor Strategy for a Field or Object

To Define a Survivor Strategy for a Field

Defining Master Index Custom Weighted Strategies

Defining Custom Weighted Strategies

Configuring Weighted Strategies

Modifying Weighted Calculator Parameters

Deleting Weighted Calculator Parameters

Master Index Weighted Calculator Parameter Elements

Filtering Default Values From Master Index Processes

To Filter Default Values From the SBR, Blocking Query, or Match Process

Filter Definition Elements

Configuring Master Index Update Policies

Defining Master Index Update Policies

To Define Update Policies

Setting the Master Index Update Policy Flag

To Set the Update Policy Flag

Defining Custom Field Validations for the Master Index

To Implement a Validation Rule

Configuring the Match Engine

Specifying a Match Engine for the Master Index

To Configure the Match Engine

Configuring the Comparison Functions for a Master Index Application

To Configure the Comparison Functions (Configuration Editor)

To Configure the Comparison Functions (Text Editor)

Match Comparator Configuration Properties for Oracle Java CAPS Master Index

Importing Custom Comparison Functions

To Import a Comparison Function

Deleting a Custom Comparison Function

To Delete a Custom Comparison Function

Configuring the Standardization Engine

Specifying a Standardization Engine for the Master Index

To Specify the Standardization Engine

Modifying Master Index Standardization Files

To Modify Standardization Data Configuration Files

Importing Standardization Data Types and Variants

To Import a Data Type or Variant

Deleting a Standardization Variant or Data Type

To Delete a Variant or Data Type

Configuring the Master Index MIDM Appearance

Adding Objects to the MIDM

To Add an Object to the MIDM

Modifying MIDM Objects

To Modify an MIDM Object

Deleting Objects From the MIDM

To Delete an Object

Adding Fields to the MIDM

To Define New Fields

MIDM Field Configuration Elements

Removing Fields From the MIDM

To Remove a Field From the MIDM

Modifying MIDM Field Display Options

To Modify a Field's Display Options

Specifying a Drop-Down List for an MIDM Field

To Specify a Drop-Down List

Specifying an MIDM Field's Length and Format

To Modify a Field's Length and Format

Modifying an MIDM Field's Data Type

To Modify the Data Type

Defining Key Fields for an Object

To Modify the Key Status

Masking Field Values on the MIDM

To Mask Field Values on the MIDM

Defining MIDM Object Relationships

To Define Relationships

Defining MIDM Local ID Labels

To Define Local ID Labels

Configuring the Master Index MIDM Pages

Specifying the Initial View for the MIDM

To Specify the Initial View

Configuring the MIDM Duplicate Records Page

Configuring Duplicate Records Display Options

Configuring Duplicate Records Search Pages

Configuring the Duplicate Records Results List

Duplicate Records Page Configuration Elements

Duplicate Records Search Page Elements

Duplicate Records Search Results List Elements

Configuring the MIDM Record Details Page

To Configure Record Details Display Options

Creating Search Pages on the Record Details Page

Step 1: Define the Search Page

Step 2: Define the Search Fields

Step 3: Specify Search Options

Record Details Search Page Definition Elements

Record Details Search Field Definition Elements

Record Details Search Option Elements

Modifying a Search Page on the Record Details Page

Modifying a Search Page Definition

Modifying Search Fields

Modifying Record Details Search Page Options

Configuring the MIDM Assumed Matches Page

To Configure the Assumed Matches Page

Configuring the MIDM Transactions Page

To Configure the Transactions Page

Configuring the MIDM Reports Page

Configuring the Reports Page Definition

Configuring Production Reports

Configuring Activity Reports

Production Reports Definition Elements

Activity Reports Definition Elements

Activity Reports Page Definition Elements

Activity Reports Search Elements

Activity Reports Results Elements

Configuring the MIDM Source Record Page

Configuring the Source Record Page Definition

Configuring the Tabbed Pages on the Source Record Page

Configuring the MIDM Audit Log Page

To Configure the Audit Log Page

Configuring Master Index MIDM Implementation Information

Specifying the Master Controller JNDI Class

To Specify the Master Controller JNDI Class

Specifying the Master Index Report Generator JNDI Class

To Specify the Report Generator JNDI Class

Specifying Master Index Validation Services

To Specify the Validation Service

Setting Master Index Debug Options

To Set Debug Options

Specifying a Master Index Field Masking Class

To Specify a Field Masking Class

Master Index Field Properties and Name Restrictions

Once you create the object structure of the master index application, you can customize several properties for each field, such as whether the field is required, will include a drop-down menu on the MIDM, will be used in a blocking query, and so on. There are also some restrictions for how fields can be named and how the properties are defined on the Configuration Editor and in the configuration files.

The following topics provide information about the naming restrictions and about the field properties of the wizard.

Master Index Field Name Restrictions

When you name the fields in your object structure, be sure to keep the following guidelines in mind to avoid errors when compiling or running the master index application.

Master Index Configuration Editor Field Properties

The following table lists and describes the properties you can define on the Field Properties page of the Configuration Editor.

Property
Description
Name
A name for the field. See Master Index Field Name Restrictions for information on valid field names.
Data Type
The data type for each field. Possible data types are:
  • string - Fields of this type contain a string of characters.

  • date - Fields of this type contain a date value.

  • float - Fields of this type contain a floating point integer.

  • int - Fields of this type contain an integer.

  • char - Fields of this type contain a single character.

  • boolean - Fields of this type can contain either true or false.

Match Type
The type of matching to be performed against the field, if the field is to be used for match weight generation. You must define at least one field for matching or no weights will be generated.

Note - The match types you specify here define the structure of mefa.xml, including the match string. The match types in mefa.xml might differ from the match types specified here. See Appendix A, Match Types and Field Names, in Oracle Java CAPS Master Index Processing Reference for information about the available options for this field.


Blocking
An indicator of whether the field will be used in the blocking query. Select this option to add the field to the blocking query; deselect this option to omit the field from the blocking query.
Key Type
An indicator of whether the field is used to identify unique objects. For example, a business index might store several addresses for each business. Each address is assigned an address type and each business can only have one address of each type. Select this option if the field is a unique record identifier; otherwise, deselect it.

Key type fields should also be required fields unless a combination of fields are specified as key types for an object.


Note - It is recommended that each child object contain a key type field, but this is not required. If child objects do not contain one or more key type fields, each enterprise object might accumulate a very large number of child objects depending on the survivor strategy used.


Updateable
An indicator of whether the field can be updated from the MIDM and external system messages. Select this option if the field can be updated; otherwise deselect it.
Required
An indicator of whether the field is required in order to save an enterprise object to the database. Select this option if the field is required; otherwise, deselect it.
Field Size
The number of characters allowed in each field. This determines the number of characters allowed in the database columns and defines the maximum number of characters that can be entered into each field on the MIDM.
Pattern
The required data pattern for the field. For more information about possible values and using Java patterns, see “Patterns” in the class list for java.util.regex in the Javadocs provided with the Java EE Platform. You might want to define patterns for date, telephone, or SSN fields. Note that for the MIDM, the pattern is further restricted by the value entered for the input mask described later in this table. If no input mask is specified, all regex patterns are supported.
Code Module
The identification code for the drop-down list that appears for this field in the MIDM.

Note - This must match an entry in the code column of the sbyn_common_header database table and, by default, an entry for the code you enter is created in the Code List database script. You can further customize code lists directly in the Code List script.


User Code
The processing code for the drop-down list that appears on the MIDM for the fields defined by the constraint–by property, described below. These codes are used for non-unique IDs, such as account numbers, insurance policies, credit cards, and so on.

Note - This must match an entry in the code_list column of the sbyn_user_code database table.


Constrained By
The name of the field that contains the corresponding User Code value (described above) to use to validate the current field. The User Code and Constrained By properties are used in conjunction to define non-unique ID types, such as credit card numbers or account numbers. The first purpose is to define a drop-down list for the field that contains the User Code value. The second purpose is to validate the field that contains the Constrained By value against definitions for the field with the user code value.

For example, if you store non-unique IDs such as credit card numbers or insurance policy numbers, you could create a field named ID Type with a User Code of CREDCARD (CREDCARD also needs to be defined as a code in the sbyn_user_code table). This gives the ID Type field a drop-down list based on the definitions for CREDCARD in the sbyn_user_code table. Definitions would be VISA, MASTERCARD, AMEX, and so on. You could then create a field named ID that would be constrained by the formats defined for the ID Type field. Any credit card numbers you enter would be validated against the format defined for the type of credit card you selected in ID Type.

Display Name
The name of the field as it will appear on the MIDM.
Input Mask
A mask used by the GUI to add punctuation to a field. For example, if users enter the date in the format MMDDYYYY, you can add an input mask to display the dates as MM/DD/YYYY. Use the value mask (described below) to strip the punctuation from the value before storing it in the database.

To define an input mask, type a character type for each character in the field and place any necessary punctuation between the character types. For example, the input mask for the above date format is DD/DD/DDDD.

Note that the value you enter can further restrict the data pattern for the field (this is the Pattern property). The following character types can be used.

  • D – indicates a numeric character.

  • L – indicates an alphabetic character.

  • A – indicates an alphanumeric character.

Value Mask
A mask used by the index to strip any extra characters that were added by the input mask (see above). This mask ensures that data is stored in the database in the correct format.

To specify a value mask, type the same value as is entered for the input mask, but type an “x” in place of each punctuation mark. For example, if an SSN field has an input mask of DDD-DD-DDDD, specify a value mask of DDDxDDxDDDD to strip the dashes before storing the SSN. A value mask is not required for date fields.

Master Index Field Property Elements

The following table lists and describes the properties you can define for each field inobject.xml.

Element
Description
field-name
The name of the field. Follow the guidelines under Master Index Field Name Restrictions when naming fields.
field-type
The data type of the field. Possible values are:
  • string - Fields of this type contain a string of characters.

  • date - Fields of this type contain a date value.

  • float - Fields of this type contain a floating point integer.

  • int - Fields of this type contain an integer.

  • char - Fields of this type contain a single character.

  • boolean - Fields of this type can contain either “true” or “false”.

size
The number of characters allowed in each field. If you modify this element, be sure to modify the length of the corresponding database column accordingly.
updateable
An indicator of whether the field can be updated from the MIDM or by back-end messages. Specify true if the field can be updated, or specify false if it cannot.
required
An indicator of whether the field is required in order to save an enterprise object in the database. Specify true if the field is required, or specify false if it is not.
code-module
The identification code for the menu list that appears for this field in the MIDM. This must match a value in the code column of the sbyn_comment_header database table. This element is optional.
maximum-value
The maximum value allowed in the field. To specify a value for a date field, use the format YYYY-MM-DD. This element is optional.
minimum-value
The minimum value allowed in the field. To specify a value for a date field, use the format YYYY-MM-DD. This element is optional.
pattern
The required pattern for the field. For more information about possible values and using Java patterns, see “Patterns” in the class list for java.util.regex in the Javadocs provided with J2SE Platform. You might want to define patterns for date, telephone, or SSN fields. Note that for the MIDM, the pattern is further restricted by the value entered for the input mask. If no input mask is specified, all regex patterns are supported.

This element is optional.

user-code
The processing code for the drop-down list that appears on the MIDM for the fields defined by the constraint–by property, described below. These codes are used for non-unique IDs, such as account numbers, insurance policies, credit cards, and so on.

Note - This must match an entry in the code_list column of the sbyn_user_code database table.


constraint-by
The name of the field that contains the corresponding user–code value (described above) to use to validate the current field. The user–code and constraint-by properties are used in conjunction to define non-unique ID types, such as credit card numbers or account numbers. The first purpose is to define a drop-down list for the field that contains the user code value. The second purpose is to validate the field that contains the constraint value against definitions for the field with the user code value.

For example, if you store non-unique IDs such as credit card numbers or insurance policy numbers, you could create a field named ID Type with a user–code of CREDCARD (CREDCARD also needs to be defined as a code in the sbyn_user_code table). This gives the ID Type field a drop-down list based on the definitions for CREDCARD in the sbyn_user_code table. Definitions would be VISA, MASTERCARD, AMEX, and so on. You could then create a field named ID that would be constrained by the formats defined for the ID Type field. Any credit card numbers you enter would be validated against the format defined for the type of credit card you selected in ID Type.

key-type
An indicator of whether the field is used to identify unique objects. Specify true if the element is a unique object identifier; specify false if it is not. Key type fields should also be required fields unless a combination of fields are specified as key types for an object. This element is optional.

Note - Each child object should contain at least one field that is a unique object identifier, but this is not required. If two or more fields are unique identifiers, the combined value of these fields must be unique in a given enterprise record.