Entity Creation

Entity Creation

Entity configuration establishes the foundation for golden record generation by consolidating and organizing multiple data sources within a unified entity structure.

Step 1: Entity Creation

          1.Access the Entity Creation card (either from Home or from the left navigation pane)

                   

             

2. Initiate a new entity configuration with the “Create Entity” button

Input the following required parameters:

  • Entity Name 

  • Comprehensive entity description detailing its purpose and scope

Execute entity creation with the “Create” button

    2. Click on entity name 

   

Step 2: Attributes Creation

  1. Access attribute creation via the Add Attributes function


  1. Specify the following attribute parameters:

  • Attribute Name 

  • Detailed attribute description

  • Appropriate label designation

  • Corresponding data type

  • Primary key designation (if applicable)

  1. Complete attribute creation

  2. Iterate attribute creation process as needed

  3. Designate attributes for UI and Primary Key


Step 3: Map Datasets


  1. Establish correlation between created attributes and existing dataset fields

  2. Execute mapping procedure for all relevant datasets

  1. Designate primary dataset for reference


Step 4: Survivorship Rules Configuration

Survivorship rules establish field precedence during match-merge operations, determining data priority from primary and secondary sources.

  1. Go to survivorship tab

  1. Click on Create Survivorship Group

  1. Initialize new survivorship rule group by clicking on “Add Attribute”

  1. Configure required parameters:

  • Group Name 

  • Detailed description

  • Rule specifications

  1. Implement strategy rules for each attribute:

  • Select appropriate strategy (source system, aggregation, etc.)


Step 5: Validation Rules Implementation

  1. Configure validation parameters for attribute consistency

  2. Select Validate Functions Tab

  1. Click on Assign Validation Function

  1. Specify required validation elements:

  • Target attribute selection

  • Function type selection (pre-defined/user-defined)

  • Validation level(Warning/Error)

  1. Execute validation function creation

  1. Validation functions can be user defined functions too

  1. Click on the + sign to create user defined function


  1. Add the following:

  • Function Name

  • Function Type

  • Function Definition


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