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Oracle Java CAPS Master Index User's Guide     Java CAPS Documentation
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Oracle Java CAPS Master Index User's Guide

Related Topics

Master Index Development Process Overview

The Master Index Framework and the Runtime Environment

Before You Begin Developing a Master Index

Preliminary Data Analysis for a Master Index

Planning a Master Index Project

Master Index Project Initiation Checklist

Creating a Master Index Application

Step 1: Create a Project and Start the Wizard

To Create a Project and Start the Wizard

Step 2: Name the Master Index Application

To Name the Master Index Application

Step 3: Define Source Systems

To Define Source Systems

Step 4: Define the Deployment Environment

To Define the Deployment Environment

Step 5: Define Parent and Child Objects

Creating Undefined Objects

Creating Objects from a Template

Deleting an Object from the Structure

Step 6: Define the Fields for Each Object

Adding a Field

Configuring Field Properties

Deleting a Field

Step 7: Generate the Project Files

To Generate the Configuration Files

Step 8: Review the Configuration Files

Master Index Wizard Field Properties and Name Restrictions

Master Index Wizard Field Name Restrictions

Master Index Wizard General Field Properties

Master Index Wizard MIDM Field Properties

Custom Plug-ins for Master Index Custom Transaction Processing

Master Index Update Policy Plug-ins

Enterprise Merge Policy

Enterprise Unmerge Policy

Enterprise Update Policy

Enterprise Create Policy

System Merge Policy

System Unmerge Policy

Undo Assumed Match Policy

Master Index Field Validation Plug-ins

Master Index Field Masking Plug-ins

Master Index Match Processing Logic Plug-ins

Custom Match Processing Logic Methods

Custom Match Processing Logic Plug-in Requirements

Custom Match Processing Configuration

Master Index Custom Plug-in Exception Processing

Custom Plug-Ins for Master Index Custom Components

Master Index Survivor Calculator Plug-ins

Master Index Query Builder Plug-ins

Master Index Block Picker Plug-ins

Master Index Pass Controller Plug-ins

Match Engine Plug-ins

Standardization Engine Plug-ins

Phonetic Encoders Plug-ins for a Master Index

Implementing Master Index Custom Plug-ins

To Create Custom Plug-ins

Generating the Master Index Application

To Generate the Application for the First Time

To Regenerate the Application

Master Index Database Scripts and Design

Master Index Database Scripts

Master Index Database Requirements

Database Platform Requirements

Operating System Requirements

Hardware Requirements

MySQL Database

Oracle Database

Microsoft SQL Server

Master Index Database Structure

Designing the Master Index Database

Designing for Performance Optimization

Data Structure Analysis

Common Table Data

User Code Data

Database Considerations

Database Sizing

Database Distribution

Database Indexes

Creating the Master Index Database

Step 1: Analyze the Master Index Database Requirements

Step 2: Create a Master Index Database and User

Step 3: Define Master Index Database Indexes

To Define an Index

Step 4: Define Master Index External Systems

To Define an External System

Master Index Database Table Description for sbyn_systems

Step 5: Define Master Index Code Lists

To Customize Common Table Data for MySQL

To Customize Common Table Data for Oracle

To Customize Common Table Data for SQL Server

Step 6: Define Master Index User Code Lists

To Define a User Code List

Master Index Database Table Description for sbyn_user_code

Step 7: Create Custom Master Index Database Scripts

To Create a Custom Script

Step 8: Create the Master Index Database Structure

To Create the Database Structure

Step 9: Specify a Starting EUID for a Master Index

Dropping Master Index Database Tables

To Delete Database Tables

Defining the Database Connection Pools

Step 1: Add the MySQL or Oracle Driver to the Application Server

Step 2: Create two JDBC Connection Pools

To Create the JDBC Connection Pools

Step 3: Create the JDBC Resources

To Create the JDBC Resources

Master Index Wizard Field Properties and Name Restrictions

When you create fields in the object structure of the master index application, you can specify several properties for each field, such as whether the field is required, whether the field will appear as a drop-down menu on the MIDM, whether the field will be used in a blocking query, and so on. There are also some restrictions for how fields can be named and how the properties are defined.

The following topics provide information about the naming restrictions and about the field properties of the wizard.

Master Index Wizard Field Name Restrictions

When you name the fields in your object structure, be sure to keep the following guidelines in mind to avoid errors when compiling or running the master index application.

Master Index Wizard General Field Properties

The following table lists and describes the properties you can define on the General Properties page of the wizard.

Property
Description
Data Type
The master index data type of the field. The following data types are supported:
  • string - Contains a string of characters.

  • date - Contains a date value.

  • float - Contains a floating point integer.

  • int - Contains an integer.

  • char - Contains a single character.

  • boolean - Contains either true or false.

Match Type
The type of matching to be performed against the field, if the field is to be used for match weight generation. You must define at least one field for matching or no weights will be generated.

The match types you specify here define the structure of mefa.xml, including the match string. The match types in mefa.xml might differ from the wizard match types. See Oracle Java CAPS Master Index Configuration Reference for information about the available options for this field and how the wizard match types correlate to mefa.xml types.

Blocking
An indicator of whether the field will be used in the blocking query. Specify true to add the field to the blocking query; specify false to omit it from the blocking query.
Key Type
An indicator of whether the field is used to identify unique objects. For example, a business index might store several addresses for each business. Each address is assigned an address type and each business can only have one address of each type. Specify true if the field is a unique record identifier, or false if it is not.

Key type fields should also be required fields (see below), unless a combination of fields are specified as key types for an object.


Note - It is recommended that each child object contain a key type field, but this is not required. If child objects do not contain one or more key type fields, each enterprise object might accumulate a very large number of child objects depending on the survivor strategy used.


Updateable
An indicator of whether the field can be updated from the MIDM and external system messages. Specify true if the field can be updated or false if it cannot.
Required
An indicator of whether the field is required in order to save an enterprise object to the database. Specify true if the field is required or false if it is not. If only one key type field is defined for an object, that field should be required.
Size
The number of characters allowed in each field. This determines the number of characters allowed in the database columns and defines the maximum number of characters that can be entered into each field on the MIDM.
Pattern
The required data pattern for the field. For more information about possible values and using Java patterns, see “Patterns” in the class list for java.util.regex in the Javadocs provided with Java. You might want to define patterns for date, telephone, or SSN fields. Note that for the MIDM, the pattern is further restricted by the value entered for the input mask described in the previous table. If no input mask is specified, all regex patterns are supported.
Code Module
The identification code for the drop-down list that appears for this field in the MIDM.

Note - This value must match an entry in the code column of the sbyn_common_header database table and, by default, an entry for the code you enter is created in the Code List database script. You can further customize code lists in the script after completing the wizard.


User Code
The processing code for the drop-down list that appears for the fields defined by the Constrained By property. For more information, see the description of the Constrained By property below.

Note - This must match an entry in the code_list column of the sbyn_user_code database table.


Constrained By
The name of the field that contains the corresponding User Code value (described above). The User Code and Constrained By properties are used in conjunction to fulfill two purposes. The first purpose is to define a drop-down list for the field that contains the User Code value. The second purpose is to validate the field that contains the Constrained By value against definitions for the field with the User Code value.

For example, if you store non-unique IDs such as credit card numbers or insurance policy numbers, you could create a field named ID Type that has a User Code value of CREDCARD, which is also defined as a code in the sbyn_user_code table. This gives the ID Type field a drop-down list based on the definitions for CREDCARD in the sbyn_user_code table. You could then create a field named ID that would be constrained by the formats defined for the ID Type field. Any IDs you enter would be validated against the value of the ID Type field.

Master Index Wizard MIDM Field Properties

The following table lists and describes the field properties you can define on the MIDM Field Properties page of the wizard.

Property
Description
Display Name
The name of the field as it will appear on the MIDM.
Input Mask
A mask used by the GUI to add punctuation to a field. For example, if users enter the date in the format MMDDYYYY, you can add an input mask to display the dates as MM/DD/YYYY. Use the value mask (described below) to strip the punctuation from the value before storing it in the database.

To define an input mask, enter a character type for each character in the field and place any necessary punctuation between the character types. For example, the input mask for the above date format is DD/DD/DDDD.

  • D – indicates a numeric character.

  • L – indicates an alphabetic character.

  • A – indicates an alphanumeric character.

Note that the value you enter can further restrict the data pattern for the field (this is the Pattern field property described in Master Index Wizard General Field Properties). The following character types can be used.

Value Mask
A mask used by the index to strip any extra characters that were added by the input mask (see above). This mask ensures that data is stored in the database in the correct format.

To specify a value mask, type the same value as is entered for the input mask, but type an “x” in place of each punctuation mark. For example, if an SSN field has an input mask of DDD-DD-DDDD, specify a value mask of DDDxDDxDDDD to strip the dashes before storing the SSN. A value mask is not required for date fields.

Search Screen
An indicator of whether the field appears on the search windows of the MIDM. Specify true to display the field or false to hide it.
Required
An indicator of whether the field must be populated on the search windows of the MIDM when performing a search. This property can only be modified if the Search Screen property is set to true (see above). Specify true to make the field required or specify false to make it optional. You can also specify oneof to create a group of fields of which at least one must be populated to perform a search. (Be sure to specify oneof for each field in the group.)

Tip - If a field is required for a search, the field should also be required for creating a record (by specifying true for the Required property on the Properties page). Otherwise, searches performed from the MIDM could result in no matches even though possible matches exist.


Search Result
An indicator of whether the field appears on the search results windows of the MIDM. Specify true to display the field, or false to hide it.
Report
An indicator of whether the field appears on the reports generated from the MIDM. Specify true to display the field on the reports; otherwise specify false.