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5 Object Profiles on the MIDM

This chapter provides step-by-step instructions to add object profiles to a master person index database. It includes the following section:

• Adding an Object Profile and Creating a Source Record

Adding an Object Profile and Creating a Source Record

When you add an object profile, you are creating a source record. When you create a source record, the master person index either adds the new record to the database or updates an existing record if a match is found. The master person index application calculates the SBR portion of the object profile when you commit the source record to the database.

Adding an object profile includes the following steps:

• Step 1: Obtain Information about the Object

• Step 2: Specify a System and Local ID

• Step 3: Specify Parent Object Information

• Step 4: Specify Child Object Information

• Step 5: Save the Object Profile

Step 1: Obtain Information about the Object

Before you add a new object to the master person index application, you must obtain certain information about the object. If necessary, review the fields displayed on the pages of the MIDM to learn what type of information you need to enter about the object. You must provide as much information available for each object.

Step 2: Specify a System and Local ID

Each object profile is associated with at least one source record. Before you add data to an object profile, you must specify the local ID of the object in a specific system. This creates the source record component of the object profile.

To Specify a System and Local ID

1. In the MIDM tabbed headings, select Source Record.

   The Source Record page appears.

2. Click the Add tab on the Source Record page.

3. In the System drop-down list, select the name of the source system from which the new record originated.

4. In the Local ID field, enter the local ID assigned to the new record by the specified system.

   Note:

   The name of the Local ID field may be modified for your use. For more information, contact your system administrator.

5. Click Validate.

   If the record does not exist, the page changes to display profile fields.

Step 3: Specify Parent Object Information

When you add a new object profile to the master person index database, you must enter certain information about the object. The required information varies depending on the type of objects in the index and the configuration of the application. An asterisk appears for mandatory field.

To Specify Parent Object Information

1. On the Source Record page, enter the details in the fields.

2. Click Submit.

3. Repeat steps 2 and 3 as needed.

Step 4: Specify Child Object Information

After specifying information for the parent object in the object profile, you can add child objects to the profile.

To Specify Child Object Information

1. On the Source Record page, scroll down until you see Add child_type, where child_type is the type of child object you want to add (for example, Add Address).

2. Click Add child_type.

   The page changes to display the fields associated with that child object type.

3. Enter the data for the child object.

4. Click Save child_type.

5. Repeat the above steps for each child object to add.

Step 5: Save the Object Profile

After specifying the required information for an object profile, save the profile to the database, else you may lose the information entered.

To Save the Object Profile

1. Scroll to the bottom of the page and click Submit.

   Note:

   When the transaction completes, the MIDM returns to the initial Add page and a message displays whether a new profile is added to the database, a new profile is added and it has potential duplicates, or an existing profile is updated with the information you entered.

2. To add another source record, repeat the steps from Step 1: Obtain Information about the Object.