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Oracle® Healthcare Master Person Index Configuration Guide
Release 1.1
Part Number E18473-01
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Contents
List of Examples
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Preface
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1
Configuration Files Overview
Introducing the Master Person Index Configuration Files
object.xml
query.xml
mefa.xml
master.xml
update.xml
filter.xml
validation.xml
security.xml
midm.xml
Modifying the Master Person Index XML Files Directly
Using the Master Person 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 Person Index Configuration Files
Copying, Cutting, and Pasting Files
2
Master Person Index Structure, Properties, and Restrictions
Configuring the Master Person Index Object Structure
Adding an Object to the Master Person 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 Person 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 Person Index Object Structure
To Delete an Object (Configuration Editor)
To Delete an Object (XML Editor)
Adding a Field to the Master Person Index Object Structure
To Add a Field (Configuration Editor)
To Add a Field (XML Editor)
Deleting a Field from the Master Person 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 Person Index Objects
To Define Object Relationships (XML Editor)
Defining Master Person Index Field Properties and Understanding Name Restrictions
Master Person Index Field Name Restrictions
Master Person Index Configuration Editor Field Properties
Master Person Index Field Property Elements
3
Working With Master Person Index Queries
Creating a Master Person Index Basic Query
To Create a Basic Query (Configuration Editor)
To Create a Basic Query (XML Editor)
Master Person Index Query Builder Dialog Box Fields and XML Elements
Creating Master Person Index Blocking Queries
To Create a Blocking Query (Configuration Editor)
To Create a Blocking Query (XML Editor)
Master Person Index Query Block Fields and XML Elements
Modifying Master Person Index Queries
Modifying a Master Person Index Query
To Modify a Basic Query (Configuration Editor)
To Modify a Query (XML Editor)
Adding a Query Block to a Master Person Index Query
To Add a Query Block (Configuration Editor)
To Add a Query Block (XML Editor)
Modifying a Query Block for a Master Person Index Query
To Modify a Query Block (Configuration Editor)
To Modify a Query Block (XML Editor)
Deleting a Query Block From a Master Person Index Query
To Delete a Query Block (Configuration Editor)
To Delete a Query Block (XML Editor)
Deleting a Master Person Index Query
To Delete a Query (Configuration Editor)
To Delete a Query
4
Processing Options, Matching Parameters, and EUIDs
Configuring Master Person Index Processing Options
Specifying Master Person Index Custom Logic Classes
To Specify Custom Logic for External System Messages
To Specify Custom Logic for the Master Person Index Data Manager
Specifying the Master Person Index Update Mode
To Specify Potential Duplicates be Reevaluated at Each Update
To Specify Potential Duplicates not be Reevaluated at Each Update
Configuring Master Person Index Merged Record Updates
To Allow Merged Record Updates
To Prevent Merged Record Updates
Specifying the Master Person Index Blocking Query for Matching
To Specify the Blocking Query for Matching
Setting Master Person Index Blocking Query Options
To Set Blocking Query Options
Defining Master Person Index Transactional Support
To Configure MPI for Local Transactions
To Configure MPI to Distributed Transactions Across Applications
To Configure MPI for Distributed Transactions Within the MPI Application Only
Configuring Matching Parameters
Specifying the Master Person 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 Person Index Duplicate Threshold
To Specify the Duplicate Threshold (Configuration Editor)
To Specify the Duplicate Threshold (XML Editor)
Specifying the Master Person Index Match Threshold
To Specify the Match Threshold (Configuration Editor)
To Specify the Match Threshold (XML Editor)
Adding and Deleting Master Person Index Decision Maker Parameters
To Add a New Decision Maker Parameter
To Delete a Decision Maker Parameter
Configuring the Match Engine
Specifying a Match Engine for the Master Person Index
To Configure the Match Engine
Configuring the Comparison Functions for a Master Person Index Application
To Configure the Comparison Functions (Configuration Editor)
To Configure the Comparison Functions (Text Editor)
Match Comparator Configuration Properties for Oracle Healthcare Master Person Index
Importing Custom Comparison Functions
To Import a Comparison Function
Deleting a Custom Comparison Function
To Delete a Custom Comparison Function
Configuring Master Person Index EUIDs
Specifying the Master Person Index EUID Generator Class
To Specify the EUID Generator Class
Specifying the Master Person Index EUID Length
To Specify the EUID Length
Specifying a Master Person Index Checksum Length
To Specify a Checksum Length
Specifying the Master Person Index Chunk Size
To Specify the Chunk Size
Adding and Deleting Master Person Index EUID Generator Parameters
To Add EUID Generator Parameters
To Delete EUID Generator Parameters
5
Normalization, Standardization, and Phonetic Encoding
Defining Master Person Index Normalization Rules
Defining a Master Person Index Field to be Normalized
To Define a Field to be Normalized (Configuration Editor)
To Define a Field to be Normalized (XML Editor)
Master Person Index Normalization and Standardization Structure Properties
Master Person Index Variants Properties
Modifying a Master Person Index Normalization Definition
To Modify a Normalization Definition (Configuration Editor)
To Modify a Normalization Structure (XML Editor)
Deleting a Master Person Index Normalization Definition
To Delete a Normalization Definition
To Delete a Normalization Structure
Defining Master Person Index Standardization Rules
Defining Master Person Index Fields to be Standardized
To Define Fields to be Standardized (Configuration Editor)
To Define Fields to be Standardized (XML Editor)
Master Person Index Standardization Source and Target Field Elements
Modifying a Master Person Index Standardization Definition
To Modify a Standardization Definition (Configuration Editor)
To Modify a Standardization Definition (XML Editor)
Deleting a Master Person Index Standardization Definition
To Delete a Standardization Definition (Configuration Editor)
To Delete a Standardization Definition (XML Editor)
Defining Phonetic Encoding for the Master Person Index
Defining Master Person Index Fields for Phonetic Encoding
To Define a Field for Phonetic Encoding (Configuration Editor)
To Define a Field for Phonetic Encoding (XML Editor)
Master Person 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 Person Index Phonetic Encoding Definition
To Delete a Phonetic Encoding Definition (Configuration Editor)
To Delete a Phonetic Encoding Definition (XML Editor)
Defining a Master Person Index Phonetic Encoder
To Define a Phonetic Encoder (Configuration Editor)
To Define a Phonetic Encoder (XML Editor)
Master Person Index Encoder Elements and Types
Modifying a Master Person Index Phonetic Encoder
To Modify a Phonetic Encoder (Configuration Editor)
To Modify a Phonetic Encoder (XML Editor)
Deleting a Master Person Index Phonetic Encoder
To Delete a Phonetic Encoder (Configuration Editor)
To Delete a Phonetic Encoder (XML Editor)
Defining the Master Person Index Match String
Creating the Master Person Index Match String
To Create the Match String (Configuration Editor)
To Create the Match String (XML Editor)
Modifying the Master Person Index Match String
To Modify the Match String (Configuration Editor)
To Modify the Match String (XML Editor)
Defining how Master Person Index Query Blocks are Processed
To Specify the Block Picker
To Specify the Pass Controller Class
Configuring the Standardization Engine
Specifying a Standardization Engine for the Master Person 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
6
Master Person Index Survivor Calculator
Defining the Master Person Index Survivor Calculator
Specifying the Master Person Index Survivor Helper
To Specify the Survivor Helper
Specifying a Master Person Index Default Survivor Strategy
To Specify a Default Survivor Strategy
Configuring the Default Survivor Strategy
To Configure the Default Survivor Strategy
Master Person Index Default Survivor Strategy Parameter Elements
Defining the Master Person Index Single Best Record Structure
To Specify a Candidate Field
Deleting Candidate Fields
To Delete a Candidate Field
Defining a Master Person Index Survivor Strategy for a Field or Object
To Define a Survivor Strategy for a Field
Defining Master Person Index Custom Weighted Strategies
Defining Custom Weighted Strategies
Configuring Weighted Strategies
Modifying Weighted Calculator Parameters
Deleting Weighted Calculator Parameters
Master Person Index Weighted Calculator Parameter Elements
7
Processes, Update Policies, and Field Validations
Filtering Default Values From Master Person Index Processes
To Filter Default Values From the SBR, Blocking Query, or Match Process
Filter Definition Elements
Configuring Master Person Index Update Policies
Defining Master Person Index Update Policies
To Define Update Policies
Setting the Master Person Index Update Policy Flag
To Set the Update Policy Flag
Defining Custom Field Validations for the Master Person Index
To Implement a Validation Rule
8
Master Index Data Manager Configuration
Configuring the Master Index Data Manager 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 Relationships Between Master Person Index Objects
To Define Object Relationships (XML Editor)
Defining MIDM Local ID Labels
To Define Local ID Labels
Configuring the Master Index Data Manager 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 Data Manager Implementation Information
Specifying the Master Controller JNDI Class
To Specify the Master Controller JNDI Class
Specifying the Master Person Index Report Generator JNDI Class
To Specify the Report Generator JNDI Class
Specifying Master Person Index Validation Services
To Specify the Validation Service
Setting Master Person Index Debug Options
To Set Debug Options
Specifying a Master Person Index Field Masking Class
To Specify a Field Masking Class