Contents

List of Examples

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

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