Data Tab

The Entity Structure view shows the entities, attributes and relationships in the policy model.

In this view, the left hand pane, known as the entity list, shows the entities in the policy model in a tree view. For each entity, the Intelligent Advisor entity text is given, followed by the application table in angle brackets if the entity is mapped. Inferred entities (inferred by Policy Modeling rules or via a decision service) and dynamically loaded entities are shown in italic text.

The top right hand pane, known as the attribute list, shows the attributes for the entity selected in the entity list. The attribute list displays the following information for each attribute:

• Attribute type
• Attribute text
• Attribute role
• Attribute name
• Name of the field in the connected application that is mapped in to the attribute
• Name of the field in the connected application that is mapped out from the attribute
• Whether the attribute is available in Audit Reports

The bottom right hand pane, known as the relationship list, shows the relationships for the entity selected in the entity list. The relationship list displays the following information for each relationship:

• Relationship text
• Target entity for the relationship
• Relationship type
• Reverse relationship text
• Relationship name
• Reverse relationship name

The Flat View shows all the attributes in the policy model in a tabular format.

The following information is displayed for each attribute:

• Attribute type
• Entity group the attribute belongs to including the table name the entity is mapped to (if applicable)
• Attribute text
• Attribute role
• Attribute name
• Name of the field in the connected application that is mapped in to the attribute
• Name of the field in the connected application that is mapped out from the attribute
• Whether the attribute is available in Audit Reports

The Input Mapping view shows the tables and fields in the connected application that are already mapped in and that are available to be mapped in to the policy model.

The Output Mapping view shows the tables and fields in the connected application that are already mapped out and that are available to be mapped out from the policy model.

In these views, the left hand pane displays the tables in the application that the global entity in Policy Modeling has been mapped to. In this pane:

• Each load context (for input mappings) and each save context (for output mappings) is a separate hierarchy.
• For each table you can see a list of all related tables.
• Tables that have not yet been mapped are greyed out.
• Tables that have been mapped are no longer greyed out, and have the mapped Intelligent Advisor entity text shown in angle brackets after the table name.

Above the right hand pane is information and options for the mapping of the selected table.

• For mapped tables, this advises when during the interview data will be loaded or saved. Clicking the change link will allow you to:
  • select an existing entity to change the mapping of the table to
  • create a new entity to map the table to
  • remove the mapping
• For un-mapped tables, this advises that the selected table is not mapped. Clicking the Add mapping now link will allow you to:
  • select an existing entity to map the table to
  • create a new entity to map the table to

The right hand pane shows the list of available fields for the selected table that can be mapped to. In this pane:

• Mapped fields are indicated with a checked check box. Each mapped field shows the corresponding Intelligent Advisor attribute. Clicking:
  • a checked check box will un-map that field.
  • existing attribute text will allow you to edit the attribute text inline.
• Unmapped fields are indicated with an unchecked check box. Clicking:
  • an unchecked check box will create a new attribute with text corresponding to the entity text.
  • in the empty attribute space of an un-mapped field will display a list of existing un-mapped attributes. Here you can:
    • select an existing attribute to map the field to
    • type text to filter the list of existing un-mapped attributes
    • type text and press Enter to create a new attribute mapped to this field.
• Required fields are indicated by a red star

Tip: You can use the Refresh button in the command bar at any time to ensure that you are working with the most up-to-date version of the data model of the connected application to which you are mapping Policy Modeling entities and attributes.

More detailed information on using the Input Mapping view and Output Mapping view to map tables and fields in the application to entities and attributes in Policy Modeling is available in the following topics:

• Load Data Before an Interview Starts
• Save Data When an Interview Completes

Note: When Oracle Integration or another generic integration provider is the mapping type for the project, the mapping model is defined by the author in the Edit Attribute, Edit Entity and Edit Relationship dialogs and won't be shown in the Input Mapping and Output Mapping views.

The icons used on the Data tab, and what they represent, are given in Tables 1 to 4 below.

Table 1. The icons used to represent entities and relationships on the Data tab

Icon	Description
	Global entity in Intelligent Advisor or table in application
	Non-global entity in Intelligent Advisor or table in application
	Relationship in Intelligent Advisor or application

Table 2. The icons used to indicate attribute type on the Data tab

Icon	Attribute type
	Boolean
	Currency
	Number
	Text
	Date
	Date and time
	Time of day
	Automatic

Table 3. The icons used to indicate attribute role on the Data tab

Icon	Attribute role	Description of role
	Input	An attribute that is not proven by any rule. The value of input attributes must be provided by the user or mapped in from a connected application. These values are the basis for all decisions made by the policy model.
	Intermediate	An attribute that is used as a condition in at least one rule and a conclusion in another rule.
	Joining	An intermediate attribute that is used across multiple rule documents.
	Goal	An attribute that is used as a goal in an interview. This would often be a top level attribute.
	Top	An attribute that is only proven in the policy model. That is, it is not used as a condition in any rule.

Table 4. The icons used to indicate mapped field type on the Data tab

Icon	Field type in connected application
	Boolean
	Decimal, Integer, Long, String
	Date
	DateTime
	String
	Enumeration