Configuring Master Index Processing Options (Repository)

The Master Controller defines how transactions are processed, and is configured in the Threshold file. You can specify Java classes that insert additional logic into the match process, configure the blocking query to use for matching, define how merged record updates are handled, and specify whether a record’s potential duplicates are reevaluated after it is updated. You can customize the Master Controller by performing any of the following actions.

• Specifying Master Index Custom Logic Classes (Repository)

• Specifying the Master Index Update Mode (Repository)

• Configuring Master Index Merged Record Updates (Repository)

• Specifying the Master Index Blocking Query for Matching (Repository)

• Setting Master Index Blocking Query Options (Repository)

Specifying Master Index Custom Logic Classes (Repository)

The logic-class element specifies custom match processing logic for messages coming from external systems. The and logic-class-gui element specifies custom match processing logic for the EDM. If no custom plug-ins were created to define the custom logic, leave these elements empty. Custom logic classes can only be specified by modifying the XML file directly.

To Specify Custom Logic for External System Messages

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Threshold file.
2. In the MasterControllerConfig element, change the value of the logic-class element to the name of the custom plug-in that contains the back-end logic.

   For example:

   <logic-class>com.stc.eindex.user.CustomProcessing</logic-class>

3. Save and close the file.

To Specify Custom Logic for the Enterprise Data Manager

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Threshold file.
2. In the MasterControllerConfig element, change the value of the logic-class-gui element to the name of the custom plug-in that contains the EDM logic.

   For example:

   <logic-class-gui>com.stc.eindex.user.CustomEDM</logic-class-gui>

3. Save and close the file.

Specifying the Master Index Update Mode (Repository)

The update-mode element specifies whether potential duplicates are reevaluated for a record each time the record is updated. If you specify that potential duplicates are reevaluated, the reevaluation only occurs when updates are made to fields involved in blocking and matching. The update mode can only be specified by modifying the XML file directly.

To Specify Potential Duplicates be Reevaluated at Each Update

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Threshold file.
2. In the MasterControllerConfig element, change the value of the update-mode element to Pessimistic.

   For example:

   <update-mode>Pessimistic</update-mode>

3. Save and close the file.

To Specify Potential Duplicates not be Reevaluated at Each Update

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Threshold file.
2. In the MasterControllerConfig element, change the value of the update-mode element to Optimistic.

   For example:

   <update-mode>Optimistic</update-mode>

3. Save and close the file.

Configuring Master Index Merged Record Updates (Repository)

The merged-record-update element allows you to define whether updates can be made to records with a status of Merged.

To Allow Merged Record Updates

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Threshold file.
2. In the MasterControllerConfig element, change the value of the merged-record-update element to Enabled.

   For example:

   <merged-record-update>Enabled</merged-record-update>

3. Save and close the file.

To Prevent Merged Record Updates

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Threshold file.
2. In the MasterControllerConfig element, change the value of the merged-record-update element to Disabled.

   For example:

   <merged-record-update>Disabled</merged-record-update>

3. Save and close the file.

Specifying the Master Index Blocking Query for Matching (Repository)

You need to specify the query that will be used by the master index application to retrieve a candidate selection pool of records that closely match an incoming record and that will be used for probabilistic weighting. The name of the blocking query you specify here must match the name of one of the blocking queries defined in the Candidate Select file. You can only specify one blocking query for matching in the master index application.

To Specify the Blocking Query for Matching

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Threshold file.
2. Scroll to the execute-match element in the MasterControllerConfig element.
3. Modify the value of the query-builder name to the name of the blocking query you want to use. For example:

   <execute-match>
    <query-builder name="MY-BLOCKER">
    <option key="key" value="value"/>
    </query-builder>
   </execute-match>

   ---

   Note - Make sure the name you specify exactly matches the name of one of the blocking queries defined in the Candidate Select file.

   ---

4. Set the blocking query options, as described in Setting Master Index Blocking Query Options (Repository).
5. Save and close the file.

Setting Master Index Blocking Query Options (Repository)

Key and value pairs are designed to fine-tune the operation of custom blocking queries. In the default blocking queries defined in the Candidate Select file, key and value pairs are not used. However, if you create a custom blocking query, you can configure the query to use key and value pairs. The key describes the option, and the value specifies the value of the option.

To Set Blocking Query Options

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Threshold file.
2. Scroll to the execute-match element.
3. To specify a key and value pair, modify the values of the key and value attributes in the option element.

   For example:

   <option key="wildcard" value="true"/>

4. To delete a key and value pair, remove the option element.
5. Save and close the file.