Define a Unique Instance Identifier

Every Insight model must have a unique instance identifier defined. This identifier describes a value that is extracted at runtime for every instance (business transaction) of the business process defined by the model.

For an understanding of the unique instance identifier, see Unique Instance Identifier.

To define a unique instance identifier for a model:

  1. On the Models page, open the model for editing.
  2. On the Identifier page, enter a name that identifies a unique value in the business process.

    Make sure that the value you specify will identify unique instances in the business process. For example, Order ID. You do not want to specify something like salesRepId, because the same sales representative is likely responsible for multiple orders and therefore is not a unique identifier among instances of the business process defined by the model.

  3. Optionally, enter a description for the identifier.
  4. From the Milestone list, select a milestone that has been defined for the model so that when the milestone is passed in the business process, the value of the unique instance identifier will be extracted based on extraction criteria to be defined later. If no milestones exist yet, navigate back to this page later to select a milestone from the list.
  5. Select a Data Type for the unique instance identifier: 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 that you will specify later. Otherwise, the identifier will show an empty value in Insight dashboards.
  6. Click Save.
Later, you will define the extraction criteria for the unique instance identifier:
  • If you map milestones to an integration in the Integrations feature, you define the extraction criteria for the unique instance identifier in either Insight or Integrations. See Associate a Model to an Integration. Milestone mappings to integrations and associated extraction criteria are shown in both Integrations and Insight.
  • If you map milestones to a process in the Processes feature, you define the extraction criteria for the unique instance identifier in Processes. See Associate a Model to a Process. Milestone mappings to processes and associated extraction criteria are shown only in Processes, not in Insight.

Next step: Define Indicators