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Oracle® Healthcare Master Person Index Data Manager User's Guide
Release 2.0.2
E25246-02
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Contents
List of Tables
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Finding Information and Patches on My Oracle Support
Finding Oracle Documentation
Conventions
1
Introduction to the Master Index Data Manager
Learning About OHMPI Applications and MIDM Functions
About Master Person Index Applications
Features of Master Person Index Applications
Functions of the Master Index Data Manager
Learning About MIDM Object Profiles
MIDM Object Profile Components
Source Records
Single Best Record
Survivor Calculator
Source Record and SBR Components in a Master Person Index
Identification Numbers for each Entity in the Master Person Index
EUID
Local ID
Auxiliary ID
2
The Master Index Data Manager
Working With the Master Index Data Manager
Requirements
Logging in to the Master Index Data Manager
To Log in to the MIDM
Master Index Data Manager Security Permissions
Master Index Data Manager Navigation Tips
Navigating the MIDM Functions
Navigating the MIDM Detail Pages
Navigating Through Icons
Logging Out of the MIDM
Using the MIDM Dashboard
Viewing Summary Information From the Dashboard
To View Summary Information
Accessing Reports and Audit Logs From the Dashboard
To Access Reports and Audit Logs From the Dashboard
Performing a Quick Search (EUID Lookup)
To Perform Quick Search
Performing an EUID Comparison Lookup
To Perform an EUID Comparison Lookup
Learning About Object Queries on the MIDM
About the MIDM Search Function
Simple Lookup
Advanced Alphanumeric Lookup
Advanced Phonetic Lookup
EUID Comparison Lookup
The Search Results List
Searching by Ranges on the MIDM
Required Fields on the MIDM
3
Object Profile Searches on the MIDM
Searching for Object Profiles on the MIDM
Performing an EUID Lookup
To Perform an EUID Lookup
Performing a Local ID Lookup
To Perform a Local ID Lookup
Performing an Alphanumeric Search
To Perform an Alphanumeric Search
Performing a Phonetic Search
To Perform a Phonetic Search
Performing an EUID Comparison Lookup
To Perform an EUID Comparison Lookup
Working with Search Results on the MIDM
Viewing the Results of a Search
Selecting a Profile from the Results List
Sorting the Results of Your Search
4
Object Profile Views on the MIDM
Learning About Object Profile Views on the MIDM
Object Profile Details on the MIDM
Source Record Details on the MIDM
Object Profile and Source Record Comparisons
Object Profile Transaction Histories
Object Profile Merge Histories on the MIDM
The Master Person Index Audit Log
Viewing Object Information on the MIDM
Viewing Object Profiles on the MIDM
To View an Object Profile
Viewing a Source Record on the MIDM
To View a Source Record
Comparing Object Information on the MIDM
Comparing Two or More Object Profiles
Comparing Source Records From Object Profile Views
Comparing Source Records From One Source System
Viewing Transaction Histories on the MIDM
To View a Complete Transaction History For an Object Profile
To View Transaction History Records from the Transactions Page
About Transaction History Search Fields on the MIDM
About Transaction History Results Fields on the MIDM
Transaction History Transaction Types on the MIDM
Viewing a Profile's Merge History on the MIDM
To View an Object's Merge History
Viewing Merged Profiles for an Object Profile
To View Merged Profiles for an Object Profile
Viewing the MIDM Audit Log
To View the Audit Log
About Audit Log Search Fields on the MIDM
About Audit Log Results Fields on the MIDM
Audit Log Functions on the MIDM
5
Object Profiles on the MIDM
Adding an Object Profile and Creating a Source Record
Step 1: Obtain Information about the Object
Step 2: Specify a System and Local ID
To Specify a System and Local ID
Step 3: Specify Parent Object Information
To Specify Parent Object Information
Step 4: Specify Child Object Information
To Specify Child Object Information
Step 5: Save the Object Profile
To Save the Object Profile
6
MIDM Maintenance Tasks
Learning About MIDM Maintenance Tasks
Matching Probability Weights
Merging Profiles on the MIDM
Surviving and Non-Surviving Profiles
Source Record Merges
Undoing a Merge
Assumed Matches
Potential Duplicates
Handling Potential Duplicates on the MIDM
Merge
Resolve
Mark as Different Records
Survivor Calculator Overrides
Linking Source Record Fields to the SBR
Linking Field Values in the SBR
Concurrent Users on the MIDM
Modifying Profile Information on the MIDM
Modifying Information in an Object Profile
Modifying Parent Object Information in a Profile
Adding a Child Object to an Object Profile
Modifying a Child Object in a Profile
Deleting a Child Object From a Profile
Modifying Information Directly in a Source Record
Modifying the Parent Object in a Source Record
Adding a Child Object to a Source Record
Modifying a Child Object in a Source Record
Deleting a Child Object From a Source Record
Overwriting SBR Field Values
Locking an SBR Field
Unlocking an SBR Field
Overriding the Survivor Calculator's SBR
Linking an SBR Field to a Specific Source Record
Unlinking an SBR Field From a Source Record
Adding a Source Record to an Object Profile
To Add a Source Record to an Object Profile
To Delete a Source Record from an Object Profile
Deactivating a Profile or Source Record
Deactivating an Object Profile
Deactivating a Source Record
Reactivating a Profile or Source Record
Reactivating an Object Profile
Reactivating a Source Record
Working with Potential Duplicate Profiles on the MIDM
Finding Potential Duplicate Profiles on the MIDM
To Find Potential Duplicates
About Duplicate Records Search Fields on the MIDM
Understanding the Types of Merges on the MIDM
EUID Merges
Local ID Merges
Merging Potential Duplicate Profiles
To Combine Duplicate Profiles From the Comparison Page
Resolving Potential Duplicate Profiles on the MIDM
To Resolve Potential Duplicate Profiles from the Results List
To Resolve Potential Duplicate Profiles from the Comparison Page
Unresolving Potential Duplicate Profiles on the MIDM
To Unresolve Potential Duplicate Profiles from the Results List
To Unresolve Potential Duplicate Profiles from the Comparison Page
Working with Assumed Matches on the MIDM
Finding Assumed Matches on the MIDM
To Find Assumed Matches
About Assumed Matches Search Fields
About Assumed Match Results Fields on the MIDM
Reversing an Assumed Match on the MIDM
To Reverse an Assumed Match
Combining Object Information on the MIDM
Merging Object Profiles on the MIDM
To Merge Object Profiles
Merging Source Records on the MIDM
To Merge Local ID Source Records
Unmerging Object Information on the MIDM
Unmerging Object Profiles on the MIDM
To Unmerge Object Profiles
Unmerging Source Records on the MIDM
To Unmerge Two Merged Source Records
7
MIDM Reports
Learning About MIDM Reports
MIDM Production Reports
MIDM Activity Reports
Configuring MIDM Reports
Masked Data and MIDM Reports
Running MIDM Reports
To Run Reports From the MIDM
About Report Search Fields on the MIDM
8
Master Index Data Manager Security
Defining Master Index Data Manager Security
Defining Master Index Data Manager User Roles
To Define a User Role
Defining EJB User Roles
To Define an EJB User Role
Creating Master Index Data Manager User Accounts for GlassFish
To Create a User Account
Changing the midm.xml for SSN Masking for GlassFish
To Change the midm.xml for SSN Masking
Setting Up the User for WebLogic
To Set Up the User for WebLogic
Making Required Changes for SSN Masking in WebLogic
To Input the Required Changes for SSN Masking
Masking Sensitive Fields in the MIDM
Setting Conditional Masking on the MIDM
Configuring Search Result Pages
Master Index Data Manager User Role Properties
Master Index Data Manager User Permissions
EJB User Role Properties
EJB Security Functions