Define Identifier Extraction Criteria in Insight

To define extraction criteria for a unique instance identifier in Insight:

1. On the Models page, open the model for editing.
2. Click Identifier to open the Identifier page.

   If milestones have not yet been mapped to any integrations, you see only a list of milestones that have been associated with the identifier. To define extraction criteria for the identifier, you must first map associated milestones to an integration, as described in Map Milestones to Integration Actions.

   
   
   
3. Review the integrations to which model milestones have been mapped. Milestones may be mapped to a single integration or multiple integrations. You can edit existing mappings as required.
4. For the integration(s) of interest, if the unique instance identifier has not yet been assigned to a milestone in the integration, click Assign Identifier.
   
   
   
5. From the Milestone list, select the milestone to which to assign the model's unique instance identifier.
   
   
   

   Note:

   Typically, the identifier is assigned to a single milestone in an integration. If your business process analysis requires more complexity, you can click Assign to Another Milestone to assign the identifier to additional milestones that have been mapped to the same integration. Data defined by the extraction criteria for the identifier is extracted as each associated milestone is passed.

6. If not yet defined, select the data type of the identifier from the Data Type list below the identifier name: String, Integer, Float, Decimal, or Date.

   Note:

   The selected data type must match the data type of the value that will be extracted at runtime, as defined by the associated identifier extraction criteria in the next steps. Otherwise, the identifier will show an empty value in Insight dashboards.
7. Under Extraction Criteria, click the link to open the Exression Editor in the Insight Designer in the Integrations feature.
   
   
   
8. To define extraction criteria for the identifier, follow the steps in Define Identifier Extraction Criteria in the Insight Designer for an Integration, beginning with step 7.