A role is a classification of an identity that defines the focus
or purpose of that identity. You can associate one or more roles with an identity.
As identities are resolved into entities, entities inherit all associated
roles.
You use roles to configure role alert rules, which define relationships
of interest and generate alerts.
Every identity is assigned a role in one of two ways:
- By incoming data source
- When you configure a new data source, you associate a role with that data
source, which will assign that role to all identities containing that data
source code.
- By UMF
- When you transform the data source into Universal Message Format (UMF),
you can directly assign roles as part of the UMF record using the <SEP_ROLES> UMF
segment with the <ROLE_CODE> UMF tag. If you configure
by UMF, DQM rules and a lookup table will need to be added.
Examples of useful roles might include employees, vendors,
customers, or watch list.
Example of assigning roles using UMF
To assign the
role of employee to an identity record using UMF, you would enter the following
<SEP_ROLES> UMF
segment and
<ROLE_CODE> UMF tag for the identity record:
<SEP_ROLES>
<ROLE_CODE>Employee</ROLE_CODE>
</SEP_ROLES>