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Oracle Java CAPS Master Index Configuration Guide Java CAPS Documentation |
Oracle Java CAPS Master Index Configuration Guide
Master Index Configuration Overview
About the Master Index Configuration Files
Modifying the Master Index XML Files Directly
Using the Master Index Master Index Configuration Editor
Match Configuration File (matchConfigFile.cfg)
Maintaining Version Control in the Master Index Configuration Files
Copying, Cutting, and Pasting Files
Configuring the Master Index Object Structure
Adding an Object to the Master 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 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 Index Object Structure
To Delete an Object (Configuration Editor)
To Delete an Object (XML Editor)
Adding a Field to the Master Index Object Structure
To Add a Field (Configuration Editor)
Deleting a Field from the Master 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 Index Objects
To Define Object Relationships (XML Editor)
Master Index Field Properties and Name Restrictions
Master Index Field Name Restrictions
Master Index Configuration Editor Field Properties
Master Index Field Property Elements
Creating a Master Index Basic Query
To Create a Basic Query (Configuration Editor)
To Create a Basic Query (XML Editor)
Master Index Query Builder Dialog Box Fields and XML Elements
Creating Master Index Blocking Queries
To Create a Blocking Query (Configuration Editor)
To Create a Blocking Query (XML Editor)
Master Index Query Block Fields and XML Elements
Modifying Master Index Queries
Modifying a Master Index Query
To Modify a Basic Query (Configuration Editor)
To Modify a Query (XML Editor)
Adding a Query Block to a Master Index Query
To Add a Query Block (Configuration Editor)
To Add a Query Block (XML Editor)
Modifying a Query Block for a Master Index Query
To Modify a Query Block (Configuration Editor)
To Modify a Query Block (XML Editor)
Deleting a Query Block From a Master Index Query
To Delete a Query Block (Configuration Editor)
To Delete a Query Block (XML Editor)
To Delete a Query (Configuration Editor)
Configuring Master Index Processing Options
Specifying Master Index Custom Logic Classes
To Specify Custom Logic for External System Messages
To Specify Custom Logic for the Master Index Data Manager
Specifying the Master Index Update Mode
To Specify Potential Duplicates be Reevaluated at Each Update
To Specify Potential Duplicates not be Reevaluated at Each Update
Configuring Master Index Merged Record Updates
To Allow Merged Record Updates
To Prevent Merged Record Updates
Specifying the Master Index Blocking Query for Matching
To Specify the Blocking Query for Matching
Setting Master Index Blocking Query Options
Defining Master Index Transactional Support
To Configure the Master Index for Local Transactions
To Configure the Master Index to Distributed Transactions Across Applications
To Configure the Master Index for Distributed Transactions Within the Master Index Application Only
Configuring Matching Parameters
Specifying the Master 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 Index Duplicate Threshold
To Specify the Duplicate Threshold (Configuration Editor)
To Specify the Duplicate Threshold (XML Editor)
Specifying the Master Index Match Threshold
To Specify the Match Threshold (Configuration Editor)
To Specify the Match Threshold (XML Editor)
Adding and Deleting Master Index Decision Maker Parameters
To Add a New Decision Maker Parameter
To Delete a Decision Maker Parameter
Configuring Master Index EUIDs
Specifying the Master Index EUID Generator Class
To Specify the EUID Generator Class
Specifying the Master Index EUID Length
Specifying a Master Index Checksum Length
Specifying the Master Index Chunk Size
Adding and Deleting Master Index EUID Generator Parameters
To Add EUID Generator Parameters
To Delete EUID Generator Parameters
Defining Master Index Normalization Rules
Defining a Master Index Field to be Normalized
To Define a Field to be Normalized (Configuration Editor)
To Define a Field to be Normalized (XML Editor)
Master Index Normalization and Standardization Structure Properties
Master Index Variants Properties
Modifying a Master Index Normalization Definition
To Modify a Normalization Definition (Configuration Editor)
To Modify a Normalization Structure (XML Editor)
Deleting a Master Index Normalization Definition
Defining Master Index Standardization Rules
Defining Master Index Fields to be Standardized
To Define Fields to be Standardized (Configuration Editor)
To Define Fields to be Standardized (XML Editor)
Master Index Standardization Source and Target Field Elements
Modifying a Master Index Standardization Definition
To Modify a Standardization Definition (Configuration Editor)
To Modify a Standardization Definition (XML Editor)
Deleting a Master Index Standardization Definition
To Delete a Standardization Definition (Configuration Editor)
To Delete a Standardization Definition (Configuration Editor)
Defining Phonetic Encoding for the Master Index
Defining Master Index Fields for Phonetic Encoding
To Define a Field for Phonetic Encoding (Configuration Editor)
To Define a Field for Phonetic Encoding (XML Editor)
Master 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 Index Phonetic Encoding Definition
To Delete a Phonetic Encoding Definition (Configuration Editor)
To Delete a Phonetic Encoding Definition (XML Editor)
Defining a Master Index Phonetic Encoder
To Define a Phonetic Encoder (Configuration Editor)
To Define a Phonetic Encoder (XML Editor)
Master Index Encoder Elements and Types
Modifying a Master Index Phonetic Encoder
To Modify a Phonetic Encoder (Configuration Editor)
To Modify a Phonetic Encoder (XML Editor)
Deleting a Master Index Phonetic Encoder
To Delete a Phonetic Encoder (Configuration Editor)
To Delete a Phonetic Encoder (XML Editor)
Defining the Master Index Match String
Creating the Master Index Match String
To Create the Match String (Configuration Editor)
To Create the Match String (XML Editor)
Modifying the Master Index Match String
To Modify the Match String (Configuration Editor)
To Modify the Match String (XML Editor)
Defining how Master Index Query Blocks are Processed
To Specify the Pass Controller Class
Defining the Master Index Survivor Calculator
Specifying the Master Index Survivor Helper
To Specify the Survivor Helper
Specifying a Master Index Default Survivor Strategy
To Specify a Default Survivor Strategy
Configuring the Default Survivor Strategy
Master Index Default Survivor Strategy Parameter Elements
Defining the Master Index Single Best Record Structure
Defining a Master Index Survivor Strategy for a Field or Object
To Define a Survivor Strategy for a Field
Defining Master Index Custom Weighted Strategies
Defining Custom Weighted Strategies
Configuring Weighted Strategies
Modifying Weighted Calculator Parameters
Deleting Weighted Calculator Parameters
Master Index Weighted Calculator Parameter Elements
Filtering Default Values From Master Index Processes
To Filter Default Values From the SBR, Blocking Query, or Match Process
Configuring Master Index Update Policies
Defining Master Index Update Policies
Setting the Master Index Update Policy Flag
Defining Custom Field Validations for the Master Index
To Implement a Validation Rule
Specifying a Match Engine for the Master Index
Configuring the Comparison Functions for a Master Index Application
To Configure the Comparison Functions (Configuration Editor)
To Configure the Comparison Functions (Text Editor)
Match Comparator Configuration Properties for Oracle Java CAPS Master Index
Importing Custom Comparison Functions
To Import a Comparison Function
Deleting a Custom Comparison Function
To Delete a Custom Comparison Function
Configuring the Standardization Engine
Specifying a Standardization Engine for the Master 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
Configuring the Master Index MIDM Appearance
Deleting Objects From the MIDM
MIDM Field Configuration Elements
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
Specifying an MIDM Field's Length and Format
To Modify a Field's Length and Format
Modifying an MIDM Field's Data Type
Defining Key Fields for an Object
Masking Field Values on the MIDM
To Mask Field Values on the MIDM
Defining MIDM Object Relationships
Configuring the Master Index MIDM Pages
Specifying the Initial View for the MIDM
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 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
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 MIDM Implementation Information
Specifying the Master Controller JNDI Class
To Specify the Master Controller JNDI Class
Specifying the Master Index Report Generator JNDI Class
To Specify the Report Generator JNDI Class
Specifying Master Index Validation Services
To Specify the Validation Service
Setting Master Index Debug Options
Normalization is a part of the standardization process, and is the process of changing non-standard values to a common, standard value. For example, the first name a person uses might not be their given name, but might be a nickname instead. To ensure that a proper match is made between first names, nicknames are normalized based on a configurable list. For example, the common value for “Liz” and “Elizabeth” would be “Elizabeth”.
Normalization is defined in mefa.xml. You can define normalization by either using the Configuration Editor or modifying the XML file directly. The changes you make on the Normalization page of the Configuration Editor are reflected in the normalization structures of mefa.xml. The Configuration Editor provides a simplified way of defining normalization.
Perform any of the following tasks to define normalization:
When you define a field for normalization, you define which field contains the data that needs to be normalized and which field will contain the normalized data. You can also specify one or more variants to use for normalization. A sample normalization structure for the XML file appears at the end of these instructions.
The Configuration Editor appears.
For more information, see Adding a Field to the Master Index Object Structure.
The Normalization page appears.
The Normalized Field dialog box appears.
If you selected the multiple domain selector, you can add multiple variants; otherwise, you can add one default variant and one field-defined variant.
The new normalization definition appears in the list.
Before You Begin
In object.xml, create the field that will contain the new normalized value. For more information, see Adding a Field to the Master Index Object Structure.
The file opens in the NetBeans XML editor.
Make sure the new element falls within the structures-to-normalize element, but outside any existing group tags.
Example 2 First and Last Name Normalization
<structures-to-normalize> <group standardization-type="PersonName" domain-selector= "com.sun.mdm.index.matching.impl.MultiDomainSelector"> <locale-field-name>Person.PobCountry</locale-field-name> <locale-maps> <locale-codes> <value>GB</value> <locale>UK</locale> </locale-codes> <locale-codes> <value>UNST</value> <locale>US</locale> </locale-codes> <locale-codes> <value>Default</value> <locale>US</locale> </locale-codes> </locale-maps> <unnormalized-source-fields> <source-mapping> <unnormalized-source-field-name> Person.Alias[*].FirstName </unnormalized-source-field-name> <standardized-object-field-id>FirstName </standardized-object-field-id> </source-mapping> <source-mapping> <unnormalized-source-field-name> Person.Alias[*].LastName </unnormalized-source-field-name> <standardized-object-field-id>LastName </standardized-object-field-id> </source-mapping> </unnormalized-source-fields> <normalization-targets> <target-mapping> <standardized-object-field-id>FirstName </standardized-object-field-id> <standardized-target-field-name> Person.Alias[*].StdFirstName </standardized-target-field-name> </target-mapping> <target-mapping> <standardized-object-field-id>LastName </standardized-object-field-id> <standardized-target-field-name> Person.Alias[*].StdLastName </standardized-target-field-name> </target-mapping> </normalization-targets> </group>
The following table lists and describes the Configuration Editor fields and their corresponding XML elements that define the fields to be normalized or standardized in the master index application.
You can specify one or more variants for data to be standardized. A variant is a subset of a data type. For example, if the data type is address, variants are defined for addresses from different countries. The rule set for each country is called a variant. For a single variant, you only need to specify the variant if you need to standardize data that is not from the United States. If you are standardizing data from multiple countries, use the multiple domain selector. This requires that one field in the object structure identify which variant to use for each field that will be standardized. For example, the value of the Country field in a system record could be used to tell the standardization engine which variant to use for a particular set of data. If you specified the multiple domain selector in the domain-selector element, you must also define the identifying field and then map the values that can be populated into that field to their corresponding variant.
The following rules apply to the multiple domain selector:
You can specify a value of “Default” for the identifying field. The corresponding variant is used if the identifying field is blank, contains the value “Default”, or contains a value not defined by any of the value elements.
If a “Default” value is not defined, the system default variant, United States, is used as the default.
For more information about the fields and elements described in the following table, see Oracle Java CAPS Master Index Standardization Engine Reference.
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The following table lists and describes the Configuration Editor fields and XML elements that define a variant for normalization or standardization. In the XML file, each value and locale pair are defined within a locale_codes element. A list of locale_codes elements can be defined in the locale_maps element.
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Once you create a normalization definition, you can modify it as needed. Use caution when modifying normalization definitions once a system is in production. This can cause inconsistent match results.
The Configuration Editor appears.
The Normalization page appears.
The file opens in the NetBeans XML editor.
If a defined normalization structure is not needed, you can delete the normalization structure from the standardization configuration. If no data requires normalization, you can delete all normalization structures. It is not recommend that you delete a normalization definition once a system is in production. This can cause inconsistent match results.
The Configuration Editor appears.
The Normalization page appears.
The file opens in the NetBeans XML editor.