2.5.1.4.1 Custom Fact Entity

A Custom Fact Entity is a tailored data structure designed to store specific factual information within a data system. It serves as a powerful tool for analysis and reporting, enabling you to enhance the data models by integrating customized facts that address unique business needs.

This section outlines the process of creating a custom fact entity, including the necessary validations, attribute selection, and business key configuration.

Steps to Create a Custom Fact Entity
  1. Log in to the OFSAA DFCS portal.
  2. Click on the Inbox icon. The Inbox window is displayed.
  3. Click on Log Issue icon. The Create Issue window appears.
  4. In the Create Issue window, enter the following:

    Table 2-15 Create Issue

    Field Description
    Name Provide a clear, concise name for the issue. This could be a title or identifier.
    Description Fill in any necessary details about the issue, explaining what is wrong or needs to be addressed.
    Category Choose the relevant category from the dropdown menu (e.g., Catalog Extension).
    Criticality Determine the urgency or importance of the issue (e.g., "Medium").
    Execution Date Pick the date when this issue should be executed or resolved, using the calendar picker.
    Source Specify where the issue is coming from (e.g., "Key Indicators").
    Owner Choose the team responsible for addressing the issue.
    Target Date Optionally, add any extra comments or context.
    Comments (Optional notes or updates) Choose the target date for completing the issue, using the calendar.
    Attach Documents (Optional upload) If necessary, upload any relevant documents that provide context or detail about the issue.
  5. Click Save to create the issue.
  6. From the inbox window, select the Log Issue from the list, and select Actions > Create.

  8. In the New Action window, enter the following details and click Save.

    Table 2-16 Entity Description

    Field Description
    Entity Name Enter the Entity name. Ensure the following are considered.
    • Must start with capital letter
    • No special characters allowed
    • Maximum 120 characters
    • Must be unique (no duplicates)
    • Must conform to prefix/suffix requirement
    • Must be in CamelCase.
    Entity Description Enter the description.

    Maximum 4000 characters

    Newlines, double quotes, slashes characters are not allowed
    Business Terms Selection
    1. System will display available Business Terms (BTs).

      Note:

      By default, the As Of Date (Nullable) and Data Source Code (Business Key) BT attributes will be added.
    2. Select relevant BTs for your fact entity.

    Note:

    At least one business key attribute must be enabled for fact entity creation. The Business key is the functional key of the selected entity.
    Save Attribute
    1. Click Save.

      The Entity and Attributes is saved to the logical tables.

    2. Click Submit to save the data and update status on DC_CR object tables.

    Note:

    The Load Run Identifier is not mandated.
    Validation & Submission
    1. Click Validate Data to check all fields are updated.
    2. Review the confirmation prompt: Do you want to submit BT/Entities for Create Fact Entity?
    3. Click Yes to proceed, else click No to modify the fields.

      Note:

      Please ensure that the affix details are configured before proceeding.
    Post-Submission System will display confirmation:

    All BT/Entities have been submitted successfully for approval.

    The request will be tracked in the console.

    1. Click Approve, the Create Fact Entity - Add Comment window appears
    2. Enter the reason for approval and click Save.

      A confirmation message appears.
    Approval Workflow
    1. Navigate to: Legal Entity > Publish Change Request.

      Approvers will review the submission, once approved, the fact entity becomes available for use.

      Note:

      Hover over the Custom Fact Entity to view the details that is tagged.
    2. Click Publish.

    Note:

    Troubleshooting Errors:
    • Entity Name invalid - Verify naming rules.
    • Business Terms not available - Check if terms were already assigned.
    • System timeout - Session expires after inactivity.

    Note:

    The Custom Fact Entity created is defined under Extend Fact Entity > Null Grain > Other category. The existing published entities is listed in the Other category. For more information, see Extend Fact Entity.