Step 3: Creating Entities

As mentioned in the previous subsection, the CTM framework takes full advantage of the Entity Registry feature. Each combination of staging record and production record along with their application class need its own entity. The new entity can be a parent entity or a child of an existing parent. For instance, the Constituent and the Application entities, delivered with your system, are parent entities of many children.

Register a new entity in the Entity Registry page (Set Up SACR, and then System Administration, and then Entity, and then Entity Registry).

When creating an entity that will be used as part of a CTM transaction, select an Entity Type that is defined to use both production and staging records. Two delivered Entity Types are set up that way:

• Staged HR Entity (use it if the production record is owned by HR).

• Staged Entity.

See Setting Up Entity Registry, “Configuring Entity Types, Setting Up Entity Types.”