Master Index Project Initiation Checklist (Repository)

Before you begin developing your master index application, make sure you have obtained the following information:

• The primary object to be indexed, such as a person, customer, business, and so on

• Any secondary objects, such as telephone numbers and addresses

• All fields to be stored in the index for both the primary and secondary objects

• The name of each field as it appears on the EDM and whether the field will be a standard text field or will be populated from a menu list (if a field will be populated from a menu list, you should also define an eight-character name for the list)

• The fields that are required in order to add a record or that are required for queries

• The fields that will appear on reports

• The fields that must be unique to an enterprise record (in other words, they uniquely identify a child object within an enterprise record)

• The fields that will be used for matching

• The fields that will need to be parsed or normalized prior to matching

• Any special formatting requirements, such as character types, the data type, minimum and maximum values, and field size

• The fields that will appear on EDM search and search results windows

• The processing codes for the source systems being integrated into the index