You can add a single entity to the entity database, without
manually creating a UMF record. You can create an entity with as little
as name information, but you should enter as much known information
about the entity (known addresses, numbers, characteristics, or e-mail
addresses) as possible, for optimum entity and relationship resolution.
- In the Visualizer, do one of the following:
- Click .
- From the toolbar, click the (add) icon and select Entity.
- From the toolbar, click the arrow and select Entity.
- From the Add window, in the Add drop-down,
select Entity.
- Use the drop-down lists and fields to enter the information
about the entity. As you enter data, the screen guides
you by highlighting required fields in yellow. A yellow highlighted
field indicates that, based on your other selections on this screen,
you must enter data into any field highlighted in yellow.
- Reference field:
You must enter information in this field. The reference information
is an identifier for the identity. For example, enter the data source
account number, such as a bank account.
- Name fields: If you enter any part of a name (first name, middle
name, or generation), the last name is required.
- Address fields: You can add information in the Address field
without entering city, state, postal code, or country. But you must
enter information in the Address field if you
enter any other part of the address.
- Number, Characteristic, or Email fields: If you want to enter
information in any of these attributes, you must select a type and
enter a value for the attribute.
Attention: All information that you enter on this
screen becomes part of the entity that you add. You are not indicating
relationships with other entities or shared characteristics or numbers.
Only enter information that belongs to the entity that you are adding,
such as aliases or other names associated with the entity, and addresses,
numbers, characteristics, and e-mail addresses that are associated
with the entity.
- Click Submit.
Results
The Visualizer creates a UMF identity record that includes
all the information you entered for this entity and sends the record
to a pipeline, where it is processed for entity and relationship resolution
and added to the entity database.