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Oracle Java CAPS Master Index Configuration Reference     Java CAPS Documentation
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Oracle Java CAPS Master Index Configuration Reference

Related Topics

About Oracle Java CAPS Master Index

Oracle Java CAPS Master Index Configuration

Features of Oracle Java CAPS Master Index

Configuration Overview for Oracle Java CAPS Master Index

About the Configuration Files for Oracle Java CAPS Master Index

Master Index object.xml File

Master Index query.xml File

Master Index mefa.xml File

Master Index master.xml File

Master Index update.xml File

Master Index filter.xml

Master Index validation.xml File

Master Index security.xml File

Master Index edm.xml File

Match and Standardization Engine Configuration Files

Using the Editors for Oracle Java CAPS Master Index

XML Editors

Master Index Configuration Editor

The object.xml File

query.xml

master.xml

mefa.xml

update.xml

update.xml

edm.xml

Match Configuration File

Master Index Object Definition Configuration

Master Index Object Definition Components

Master Index Object Definition Objects

Master Index Object Definition Fields

Master Index Object Definition Relationships

The Master Index object.xml File

Modifying the Master Index Object Definition

The object.xml File Structure

object.xml File Description

object.xml Example

Query Configuration

Query Builder Components

Basic Queries in a Master Index

Blocking Queries in a Master Index

Blocking Query Block Processing

Blocking Query for Matching

Phonetic Queries in a Master Index

Range Searching

The query.xml File

Modifying query.xml

The query.xml File Structure

query.xml File Description

query.xml Example

Range Search Processing

Basic Query Range Searching

Blocking Query Range Searching

Blocking Query Offset Values

Blocking Query Constants

Blocking Query Offset and Constant Combinations

Manager Service Configuration

Manager Service Components

Master Controller Configuration

Custom Logic Classes in master.xml

Update Mode in master.xml

Merged Record Updates in master.xml

Blocking Query in master.xml

Transactional Support

Decision Maker

OneExactMatch

SameSystemMatch

DuplicateThreshold

MatchThreshold

EUID Generator

IdLength

ChecksumLength

ChunkSize

The master.xml File

Modifying master.xml

The master.xml File Structure

master.xml File Description

master.xml Example

Match Field Configuration

Matching Service Components

Standardization Configuration

Data Reformatting

Data Normalization

Phonetic Encoding

Matching Configuration

MEFA Configuration

Match and Standardization Engines

Block Picker and Pass Controller

Phonetic Encoders

Sample Standardization and Matching Sequence

The mefa.xml File

Modifying mefa.xml

The mefa.xml File Structure

mefa.xml Description

mefa.xml Example

Survivor Strategy Configuration

The Survivor Calculator and the SBR

Update Manager Components

Survivor Helper

Survivor Helper Default Strategy

Survivor Helper Weighted Strategy

Survivor Helper Union Strategy

Weighted Calculator

Weighted Calculator SourceSystem Strategy

Weighted Calculator SystemAgreement Strategy

Weighted Calculator MostRecentModified Strategy

Update Manager Policies

Update Manager Update Policies

Update Manager Update Policy Flag

The update.xml File

Modifying update.xml

The update.xml File Structure

update.xmlFile Description

update.xml Example

Weighted Calculator Logic

SBR, Matching, and Blocking Filter Configuration

Master Index Field Filters

SBR Filters

Blocking Query Filters

Match String Filters

Exclusion Lists

The filter.xml File

Modifying filter.xml

filter.xml File Structure

filter.xml Example

Field Validation Configuration

The validation.xml File

Modifying validation.xml

validation.xml File Structure

update.xml Example

Master Index Data Manager Configuration

About the MIDM

MIDM Configuration Components

Object and Field Properties

Relationship Properties

Display Properties

Page Display Properties

Audit Log

Local ID Labels

Search Page Configuration

Implementation Configuration

The midm.xml File Structure

Modifying midm.xml

midm.xml File Description

midm.xml File Example

Master Index Field Notations

ePath Notation

ePath Syntax

ePath Notation Example

Qualified Field Name Notation

Qualified Field Name Syntax

Qualified Field Name Example

Simple Field Name Notation

Simple Field Notation Syntax

Simple Field Notation Example

Master Index Field Notations

The configuration files use specific notations to define a specific field or a group of fields in an enterprise or system object. There are three different types of notations used by Oracle Java CAPS Master Index.

The following topics describe each type of notation used:

ePath Notation

In update.xml, an element path, called an ePath, is used to specify the location of a field or list of fields. ePaths are also used in the StandardizationConfig element of mefa.xml. An ePath is a sequence of nested nodes in an enterprise record where the most nested element is a data field or a list of data fields. ePaths allow you to retrieve and transform values that are located in the object tree.

ePath strings can be of four basic types:

A context node is specified when evaluating each ePath expression. The context is considered as the root node of the structure for evaluation.

These topics describe and illustrate how to form ePath strings:

ePath Syntax

The syntax of an ePath consists of three components: nodes, qualifiers, and fields, as shown below.

node{.node{”[”qualifier’]’}+}+.field

ePath Notation Example

The following sample illustrates an object structure containing a system object from Site A with a local ID of 111. The object contains a first name, last name, and three addresses. Following the sample, there are several ePath examples that refer to various elements of this object structure along with a description of the data in the sample object structure referred by each ePath.

Enterprise
   SystemObject - A 111
      Person
         FirstName
         LastName
         -Address
            AddressType = Home
            Street = 800 Royal Oaks Dr.
            City = Monrovia
            State = CA
            PostalCode = 91016
         -Address
            AddressType = Office
            Street = 181 2nd Ave..
            City = Monrovia
            State = CA
            PostalCode = 91016
         -Address
            AddressType = Billing
            Street = 100 Grand Avenue
            City = El Segundo
            State = CA
            PostalCode = 90245

Qualified Field Name Notation

In query.xml and the MatchingConfig element of mefa.xml use qualified field names to specify the location of a field. This method defines a specific field and is not used to define a list of fields. A qualified field name is a sequence of nested nodes in an enterprise record where the most nested element is a data field.

There are two types of qualified field names.

The following topics describe and illustrate how to form qualified field name strings.

Qualified Field Name Syntax

The syntax of a fully qualified field name is:

Enterprise.SystemSBR.parent_object.child_object.field_name

where parent_object refers to the name of the parent object in the index, child_object refers to the name of the child object that contains the field, and field_name is the full name of the field. If the parent object contains the field being defined, the child object is not required in the path.

The syntax of a qualified field name is:

parent_object.child_object.field_name

Qualified Field Name Example

The following sample illustrates an object structure that could be defined in object.xml. The object contains a Person parent object, and Address and Phone child objects.

Person
   FirstName
   LastName
   DateOfBirth
   Gender
   -Address
      AddressType
      StreetAddress
      Street
      City
      State
      PostalCode
   -Phone
      PhoneType
      PhoneNumber

The following fully qualified field names are valid for the sample structure above.

The qualified field names that correspond with the fully qualified names listed above are:

Simple Field Name Notation

In midm.xml, simple field names are used to specify the location of a field that appears on the MIDM. These are used in the GUI configuration section of the file. Simple field names define a specific field and are not used to define a list of fields. They include only the field name and the name of the object that contains the field. Simple field names allow you to define fields within the context of an object.

The following topics describe and illustrate how to form simple field notations:

Simple Field Notation Syntax

The syntax of a simple field name is:

object.field_name

where object refers to the name of the object that contains the field being defined and field_name is the full name of the field.

Simple Field Notation Example

The following sample illustrates an object structure that could be defined in object.xml. The object contains a Person parent object, and Address and Phone child objects.

Person
   FirstName
   LastName
   DateOfBirth
   Gender
   -Address
      AddressType
      StreetAddress
      Street
      City
      State
      PostalCode
   -Phone
      PhoneType
      PhoneNumber

The following simple field names are valid for the sample structure above.