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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

Configuring the Master Index Object Structure

After you create the master index framework and create the configuration files, you can modify the object structure that you defined. The properties for the objects and fields you will store in the master index database are defined in object.xml. For more information about this file and the configurable options, see Master Index Object Definition Configuration in Oracle Java CAPS Master Index Configuration Reference .

The object tree in the Configuration Editor corresponds to object.xml in the master index application. Any changes you make to the object structure in the Configuration Editor are reflected in object.xml, and MIDM field property changes are also reflected in midm.xml. If you modify the XML file directly, you need to update midm.xml manually.

Changing the object structure might also require that you make corresponding changes to the other configuration files. For example, if you add a new field to object.xml that you want to include in queries and matching, you need to make the corresponding changes to query.xml, mefa.xml, and update.xml. Only changes made before generating the project take effect for the new application.

You can configure the object structure either through the Master Index Configuration Editor or by modifying the XML file directly. Both methods are described here. Perform any of the following actions to configure the object structure.

Adding an Object to the Master Index Object Structure

You can add new objects to the object structure as needed. Note that the object structure can contain only one parent object but multiple child objects. If you use the Configuration Editor, you can either create an undefined object or create an object from a predefined template. A predefined object includes a set of predefined fields with default configurations.


Note - Due to database naming constraints, the length of the name of the parent object plus the length of any child object names must be 21 characters or less.


To Add an Undefined Object (Configuration Editor)

  1. In the Projects window, right-click the Configuration node in the project you want to modify, and then click Edit.

    The Configuration Editor appears.

  2. Select the parent object, and then click Add Sub Object Node on the Configuration Editor toolbar.

    The object structure expands, and a new child object appears at the bottom of the object structure.

  3. Type a new name for the object, and then press Enter.
  4. Define the fields for the new object, as described in Adding a Field to the Master Index Object Structure.
  5. On the Configuration Editor toolbar, click Save.

To Add a Predefined Object (Configuration Editor)

  1. In the Projects window, right-click the Configuration node in the project you want to modify, and then click Edit.

    The Configuration Editor appears.

  2. Select the parent object, click Templates in the toolbar, and then select the template you want to use.

    The new child object and any defined fields appear in the object tree.

  3. To change the name of the new object, double-click the object name, type the new name, and then press Enter.
  4. Do any of the following:
  5. On the Configuration Editor toolbar, click Save.

To Add an Undefined Object (XML editor)

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

    The file opens in the NetBeans XML editor.

  2. Scroll to the location where you want to create the new object (after the database element but before relationships).
  3. Create a nodes element.
  4. Create and name a tag element within the new nodes element (the value of the tag element is the name of the object you are defining).

    Make sure the new nodes element does not fall within any existing nodes elements. For example:

    <nodes>
       <tag>Person</tag>
       ...
    </nodes>
    <nodes>
       <tag>Address</tag>
    </nodes>
  5. Define the fields for the new object, as described in Adding a Field to the Master Index Object Structure.
  6. Define the relationship of the new object to the existing objects, as described in Defining Relationships Between Master Index Objects.
  7. Save and close the file.

Modifying an Object's Name In the Master Index Object Definition

You can modify the name of an object in object.xml, but you must also make the corresponding changes to the remaining configuration files.

To Modify an Object's Name (Configuration Editor)

  1. In the Projects window, right-click the Configuration node in the project you want to modify, and then click Edit.

    The Configuration Editor appears.

  2. Click the plus sign next to the parent object to expand the object structure.
  3. Click twice on the name of the object you want to change.
  4. Type in the new name, and then press Enter.
  5. On the Configuration Editor toolbar, click Save.

To Modify an Object's Name (XML Editor)

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

    The file opens in the NetBeans XML editor.

  2. Scroll to the tag element defining the object you want to modify.
  3. Change the value of the tag element.
  4. Modify the object name in the relationships definition, as described in Defining Relationships Between Master Index Objects.
  5. Save and close the file.

Deleting an Object From the Master Index Object Structure

If you define an object in error, you can remove the object from object.xml. If you modify the XML file directly, you must also remove the relationship definition for the object. Remember to make the corresponding changes to the remaining configuration files.

To Delete an Object (Configuration Editor)

  1. In the Projects window, right-click the Configuration node in the project you want to modify, and then click Edit.

    The Configuration Editor appears.

  2. Expand the object structure by clicking the plus sign by the parent object.
  3. Do any of the following:
    • Right-click in the object tree panel, and then click Delete.
    • Press the Delete key.
    • In the Configuration Editor toolbar, click Delete.
  4. On the confirmation dialog box, click Yes.

    The object and any fields associated with that object are deleted. If you remove the parent object, all child objects are also removed.

  5. On the Configuration Editor toolbar, click Save.

To Delete an Object (XML Editor)

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

    The file opens in the NetBeans XML editor.

  2. Scroll to the nodes element containing the object you want to delete.
  3. Delete all text between and including the nodes tags that contain the object tag.

    For example, to delete the Address object below, delete the boldface text.

    <nodes>
       <tag>Person</tag>
    </nodes>
    <nodes>
       <tag>Address</tag>
    </nodes>
  4. Remove the object name from the relationship list, as described in Defining Relationships Between Master Index Objects.
  5. Save and close the file.

Adding a Field to the Master Index Object Structure

Once you define an object in object.xml, you can add new fields to the object and configure the properties for those fields. Be sure to add the field to any relevant structures in the remaining configuration files. For information about field naming restrictions, see Master Index Field Name Restrictions.

To Add a Field (Configuration Editor)

  1. In the Projects window, right-click the Configuration node in the project you want to modify, and then click Edit.

    The Configuration Editor appears.

  2. Expand the object structure until you see the object to which you want to add a field.
  3. In the object tree panel, do one of the following:
    • To add the field to the end of the object’s field list, select the name of the object to which you want to add a new field and then click Add Field in the toolbar.
    • To add the field immediately following an existing field, select the field after which you want to add the new field and then click Add Field in the toolbar.

      The tree expands and a new field is inserted.

  4. To change the field name, double-click the new field, type the new name, and then press Enter.
  5. Continue to Modifying Master Field Properties.

To Add a Field (XML Editor)

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

    The file opens in the NetBeans XML editor.

  2. Scroll to the tag element defining the object to which you want to add a field.
  3. Under the tag element, create a new fields element.

    For example:

    <nodes>
       <tag>Address</tag>
       <fields>
       </fields>
    <nodes>
  4. Specify the field properties described in Master Index Field Property Elements within the new fields tags.

    For example:

    <fields>
       <field-name>AddressType</field-name>
       <field-type>string</field-type>
       <size>8</size>
       <updateable>true</updateable>
       <required>true</required>
       <code-module>ADDRTYPE</code-module>
       <pattern/>
       <key-type>true</key-type>
    </fields>
  5. Save and close the file.

Deleting a Field from the Master Index Object Structure

If a field is defined for an object but does not belong to that object, you can delete the field from the object structure. Make the corresponding changes to the remaining configuration files.

To Delete a Field (Configuration Editor)

  1. In the Projects window, right-click the Configuration node in the project you want to modify, and then click Edit.

    The Configuration Editor appears.

  2. Expand the object structure until the field you want to delete is visible.
  3. Select the field and do any of the following:
    • Right-click in the object tree panel, and then click Delete.
    • Press the Delete key.
    • In the Configuration Editor toolbar, click Delete.
  4. On the confirmation dialog, click Yes.

    The field is removed from the object tree.

  5. On the Configuration Editor toolbar, click Save.

To Delete a Field (XML Editor)

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

    The file opens in the NetBeans XML editor.

  2. Scroll to the tag element defining the object from which you want to delete a field.
  3. Scroll to the fields element containing the field to delete, and then delete all text between and including the fields tags defining that field.

    For example, to delete the AddressLine1 field below, delete all text in the sample.

    <fields>
       <field-name>AddressLine1</field-name>
       <field-type>string</field-type>
       <size>5</size>
       <updateable>true</updateable>
       <required>false</required>
       <key-type>false</key-type>
       <code-module/>
       <pattern/>
       <key-type/>
    </fields>
  4. Save and close the file.

Modifying Master Field Properties

Every field in the object structure has a set of properties that must be configured before deploying the master index application. When a field is created, a set of default properties are defined for that field. You can modify the property configuration for each field to suit your data processing, storage, and display requirements. Field properties include general field attributes, such as the name, length, and data type, and MIDM field properties, such as the display name for the field and display formatting.


Note - On the Configuration Editor, the fields in the MIDM section cannot be configured if the field is not defined to appear on the MIDM (that is, it does not appear in midm.xml).


To Modify Field Properties (Configuration Editor)

  1. In the Projects window, right-click the Configuration node in the project you want to modify, and then click Edit.

    The Configuration Editor appears.

  2. Expand the object structure until the field you want to configure is visible.
  3. In the object structure, select the field to configure.

    The General Properties page appears.

  4. On the Properties page in the right side of the window, modify the value of any of the properties listed in Master Index Configuration Editor Field Properties.

    Note - After you modify a property value, press Enter to apply the change.


  5. To view or modify matching properties, click the Matching tab and configure the properties as described in To Configure the Comparison Functions (Configuration Editor).

    This tab is only visible for fields that have a value in the Match Type field.

  6. On the Configuration Editor toolbar, click Save.

To Modify Field Properties (XML Editor)

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

    The file opens in the NetBeans XML editor.

  2. Scroll to the tag element defining the object to modify, and then to the fields element containing the field to modify.
  3. Modify the value of any of the elements described in Master Index Field Property Elements.

    Note - If you modify the name of a field, make the corresponding changes to the remaining configuration files. Some property elements might not exist for a field; add any necessary elements to the field definition to configure the field.


  4. Save and close the file.

Example 1 Field Properties in object.xml

The following example defines an address type field that is required in order to enter a record, and that uniquely identifies each address object in a record. It also defines a list, named ADDRTYPE, from which MIDM users can select a value to enter into the field.

<field-name>AddressType</field-name>
<field-type>string</field-type>
<size>8</size>
<updateable>true</updateable>
<required>true</required>
<pattern></pattern>
<code-module>ADDRTYPE</code-module>
<key-type>true</key-type>

The following example defines an employee ID field where the must be equal to or greater than 100001 and less than or equal to 199999. Only the characters 0–9 are allowed.

<field-name>EmployeeID</field-name>
<field-type>string</field-type>
<size>6</size>
<updateable>true</updateable>
<required>true</required>
<minimum-value>100001</minimum-value>
<maximum-value>199999</maximum-value>
<pattern>[0-9]{6}</pattern>
<key-type>false</key-type>

Defining Relationships Between Master Index Objects

Once all objects are customized, you must define relationships between those objects if you are modifying the XML file directly. If you are using the Configuration Editor, the relationships are automatically defined in the object tree.

To Define Object Relationships (XML Editor)

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

    The file opens in the NetBeans XML editor.

  2. Scroll to the relationships element near the end of the file.
  3. To specify a new parent object, modify the value of the name element.

    For example:

    <name>Individual</name>

    Note - This is not recommended. Changing the parent name requires changing all instances of the name in all configuration files. To change the parent object name, use the Configuration Editor, which automatically propagates the change.


  4. To change the name of a child object, modify the value of the appropriate children element.
  5. To add a child object, create and name a new children element.
  6. To delete a child object, delete all text between and including the appropriate children element.
  7. Save and close the file.

    Note - You can only specify one name element. The values you specify for the name and children elements must match an object name specified in the nodes elements earlier in the file.