Contents

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction to the Master Index Data Manager

• Learning About OHMPI Applications and MIDM Functions
  • About Master Person Index Applications
  • Features of Master Person Index Applications
  • Functions of the Master Index Data Manager
• Learning About MIDM Object Profiles
  • MIDM Object Profile Components
    • Source Records
    • Single Best Record
    • Survivor Calculator
  • Source Record and SBR Components in a Master Person Index
  • Identification Numbers for each Entity in the Master Person Index
    • EUID
    • Local ID
    • Auxiliary ID

2 The Master Index Data Manager

• Working With the Master Index Data Manager
  • Requirements
  • Logging in to the Master Index Data Manager
    • To Log in to the MIDM
  • Master Index Data Manager Security Permissions
  • Master Index Data Manager Navigation Tips
    • Navigating the MIDM Functions
    • Navigating the MIDM Detail Pages
  • Logging Out of the MIDM
• Using the MIDM Dashboard
  • Viewing Summary Information From the Dashboard
    • To View Summary Information
  • Accessing Reports and Audit Logs From the Dashboard
    • To Access Reports and Audit Logs From the Dashboard
  • Performing a Quick Search (EUID Lookup)
    • To Perform Quick Search
  • Performing an EUID Comparison Lookup
    • To Perform an EUID Comparison Lookup
• Learning About Object Queries on the MIDM
  • About the MIDM Search Function
    • Simple Lookup
    • Advanced Alphanumeric Lookup
    • Advanced Phonetic Lookup
    • EUID Comparison Lookup
    • The Search Results List
  • Searching by Ranges on the MIDM
  • Required Fields on the MIDM

3 Object Profile Searches on the MIDM

• Searching for Object Profiles on the MIDM
  • Performing an EUID Lookup
    • To Perform an EUID Lookup
  • Performing a Local ID Lookup
    • To Perform a Local ID Lookup
  • Performing an Alphanumeric Search
    • To Perform an Alphanumeric Search
  • Performing a Phonetic Search
    • To Perform a Phonetic Search
  • Performing an EUID Comparison Lookup
    • To Perform an EUID Comparison Lookup
  • Working with Search Results on the MIDM
    • Viewing the Results of a Search
    • Selecting a Profile from the Results List
    • Sorting the Results of Your Search

4 Object Profile Views on the MIDM

• Learning About Object Profile Views on the MIDM
  • Object Profile Details on the MIDM
  • Source Record Details on the MIDM
  • Object Profile and Source Record Comparisons
  • Object Profile Transaction Histories
  • Object Profile Merge Histories on the MIDM
  • The Master Person Index Audit Log
• Viewing Object Information on the MIDM
  • Viewing Object Profiles on the MIDM
    • To View an Object Profile
  • Viewing a Source Record on the MIDM
    • To View a Source Record
  • Comparing Object Information on the MIDM
    • Comparing Two or More Object Profiles
    • Comparing Source Records From Object Profile Views
    • Comparing Source Records From One Source System
  • Viewing Transaction Histories on the MIDM
    • To View a Complete Transaction History For an Object Profile
    • To View Transaction History Records from the Transactions Page
  • About Transaction History Search Fields on the MIDM
  • About Transaction History Results Fields on the MIDM
  • Transaction History Transaction Types on the MIDM
  • Viewing a Profile's Merge History on the MIDM
    • To View an Object's Merge History
  • Viewing Merged Profiles for an Object Profile
    • To View Merged Profiles for an Object Profile
  • Viewing the MIDM Audit Log
    • To View the Audit Log
  • About Audit Log Search Fields on the MIDM
  • About Audit Log Results Fields on the MIDM
  • Audit Log Functions on the MIDM

5 Object Profiles on the MIDM

• Adding an Object Profile and Creating a Source Record
  • Step 1: Obtain Information about the Object
  • Step 2: Specify a System and Local ID
    • To Specify a System and Local ID
  • Step 3: Specify Parent Object Information
    • To Specify Parent Object Information
  • Step 4: Specify Child Object Information
    • To Specify Child Object Information
  • Step 5: Save the Object Profile
    • To Save the Object Profile

6 MIDM Maintenance Tasks

• Learning About MIDM Maintenance Tasks
  • Matching Probability Weights
  • Merging Profiles on the MIDM
    • Surviving and Non-Surviving Profiles
    • Source Record Merges
    • Undoing a Merge
  • Assumed Matches
  • Potential Duplicates
  • Handling Potential Duplicates on the MIDM
    • Merge
    • Resolve
  • Survivor Calculator Overrides
    • Linking Source Record Fields to the SBR
    • Linking Field Values in the SBR
  • Concurrent Users on the MIDM
• Modifying Profile Information on the MIDM
  • Modifying Information in an Object Profile
    • Modifying Parent Object Information in a Profile
    • Adding a Child Object to an Object Profile
    • Modifying a Child Object in a Profile
    • Deleting a Child Object From a Profile
  • Modifying Information Directly in a Source Record
    • Modifying the Parent Object in a Source Record
    • Adding a Child Object to a Source Record
    • Modifying a Child Object in a Source Record
    • Deleting a Child Object From a Source Record
  • Overwriting SBR Field Values
    • Locking an SBR Field
    • Unlocking an SBR Field
  • Overriding the Survivor Calculator's SBR
    • Linking an SBR Field to a Specific Source Record
    • Unlinking an SBR Field From a Source Record
  • Adding a Source Record to an Object Profile
    • To Add a Source Record to an Object Profile
  • Deactivating a Profile or Source Record
    • Deactivating an Object Profile
    • Deactivating a Source Record
  • Reactivating a Profile or Source Record
    • Reactivating an Object Profile
    • Reactivating a Source Record
• Working with Potential Duplicate Profiles on the MIDM
  • Finding Potential Duplicate Profiles on the MIDM
    • To Find Potential Duplicates
    • About Duplicate Records Search Fields on the MIDM
  • Merging Potential Duplicate Profiles
    • To Combine Duplicate Profiles From the Comparison Page
  • Resolving Potential Duplicate Profiles on the MIDM
    • To Resolve Potential Duplicate Profiles From the Results List
    • To Resolve Potential Duplicate Profiles From the Comparison Page
  • Unresolving Potential Duplicate Profiles on the MIDM
    • To Unresolve Potential Duplicate Profiles From the Results List
    • To Unresolve Potential Duplicate Profiles From the Comparison Page
• Working with Assumed Matches on the MIDM
  • Finding Assumed Matches on the MIDM
    • To Find Assumed Matches
    • About Assumed Matches Search Fields
    • About Assumed Match Results Fields on the MIDM
  • Reversing an Assumed Match on the MIDM
    • To Reverse an Assumed Match
• Combining Object Information on the MIDM
  • Merging Object Profiles on the MIDM
    • To Merge Object Profiles
  • Merging Source Records on the MIDM
    • To Merge Source Records
• Unmerging Object Information on the MIDM
  • Unmerging Object Profiles on the MIDM
    • To Unmerge Object Profiles
  • Unmerging Source Records on the MIDM
    • To Unmerge Two Merged Source Records

7 MIDM Reports

• Learning About MIDM Reports
  • MIDM Production Reports
  • MIDM Activity Reports
  • Configuring MIDM Reports
  • Masked Data and MIDM Reports
• Running MIDM Reports
  • To Run Reports From the MIDM
  • About Report Search Fields on the MIDM

8 Master Index Data Manager Security

• Defining Master Index Data Manager Security
  • Defining Master Index Data Manager User Roles
    • To Define a User Role
  • Defining EJB User Roles
    • To Define an EJB User Role
  • Creating Master Index Data Manager User Accounts for GlassFish
    • To Create a User Account
  • Setting Up the User for WebLogic
    • To Set Up the User for WebLogic
  • Master Index Data Manager User Role Properties
  • Master Index Data Manager User Permissions
  • EJB User Role Properties
  • EJB Security Functions