Use this window to add a single, new identity to the entity
database through the Visualizer. All the information that you enter
on this screen becomes attributes of the newly created identity. (You
create one identity at a time.) After you submit data that you entered
for the identity, the system processes the data through the pipeline
for entity and relationship resolution, during which the identity
can be associated with one or more existing entities.
- Data Source Code - Description
- Select the data source to associate with the identity that you
are adding. The data source must exist in your system. (You cannot
add a new data source here. If you do not see the data source code
and description that you want to use, contact your system administrator
to create the data source for you.)
- To add an identity, data source code and description is required.
- Reference
- Enter an identifier for this data source account, which is used
to associate the account with the identity that you are entering.
(Examples of reference numbers include case numbers, bank account
numbers, or customer rewards numbers.)
- To add an identity, reference is required
- Name List
- Enter the names to associate with the single identity you are
adding. To add an identity, name information (at least first name
and last name) is required. You can indicate that identity that you
are adding has more than one name by entering each name for the identity
on a separate line. For example, if you know both the proper name
for the identity, as well as one or more aliases ("also known as")
names, you can enter all of them on this screen.
Note: Make sure to
enter only one name per line.
- All the names that you enter in this list are automatically associated
with the newly created identity, as attributes of that identity. For
example, if you enter "Robert Hays" and "Bob J. Hayes, Jr.", both
of these names are associated with the newly created identity.
- Address List
- Enter one or more addresses that are associated with the identity
that you are adding. For example, if you know the current and previous
addresses for the identity, enter each full address, one address per
line. All addresses that you enter in this list section are automatically
associated with the identity that you are adding.
- Addresses are not required to add an identity. If there are no
known addresses for this identity, you can leave this list section
blank.
- Address
- Typically, this information is the information entered on Address
1 and Address 2 lines. For example: 555 Main Street Building 17 Suite
102-B
- If you enter data in any of the address fields, you must enter
data in the Address field.
- From Date
- Enter the date that this address information became valid for
this identity, if known. For example, if this identity was known to
be at this address starting March 15, 1999, enter that date.
- You can enter a From Date without a Thru Date.
- Thru Date
- Enter the date that this address information became invalid for
this identity, if known. For example, if this identity was known to
leave this address ending June 1, 2001, enter that date.
- You can enter a Thru Date without a From Date.
- Number List
- Indicate one or more numbers that are associated with the identity
that you are adding. For example, if you know a credit card used by
the identity, a drivers license number, an identification number,
a passport number, and a phone number, enter each number on a separate
line. All numbers that you enter in this list section are automatically
associated with the identity that you are adding.
- Numbers are not required to add an identity, so you can leave
this list section blank. However, if you enter any number data, then
both Number Type and Value fields
are required.
- Number Type
- Select the number type from the drop-down list of available number
types. These number types must exist in your system. (You cannot add
a new number type here. If you do not see the number type that you
want to use, contact your system administrator to create it for you.)
- If you want to associate a number with the identity that you are
adding, you must select a number type.
- Value
- Enter the number value for the selected number type. For example,
if you are associating a passport with this identity, enter the passport
number here.
- If you want to associate a number with the identity that you are
adding, you must enter a number value that corresponds with the number
type.
- Location
- Enter the location associated with the number, if known or if
it exists. For example, if you are associating a passport with this
identity, enter the name of the country that issued the passport here.
Or enter the name of the state of issue for a drivers license.
- From Date
- Enter the date that this number became valid for this identity,
if known. You can enter a From Date without a Thru Date.
- Thru Date
- Enter the date that this number became invalid for this identity,
if known. For example, the expiration date for a drivers license,
passport, or credit card.
- You can enter a Thru Date without a From Date.
- Characteristic List
- Indicate one or more characteristics that belong to or are associated
with the identity that you are adding. For example, if your system
collects characteristics such as date of birth, marital status, eye
color, or height, you can enter each known characteristic in this
list, one per line. All characteristics that you enter in this list
section are automatically associated with the identity that you are
adding.
- Characteristics are not required to add an identity, so you can
leave this list section blank. However, if you enter any characteristic
data, then all characteristic fields are required.
- Type
- Select a characteristic type from the drop-down list of available
types. The characteristic type must exist in your system. (You cannot
add a new type here. If you do not see the characteristic type that
you want to use, contact your system administrator to create the characteristic
type for you.)
- If you want to associate a characteristic with the identity that
you are adding, you must select a characteristic type.
- Value
- Enter the value of the characteristic. If you want to associate
a characteristic with the identity that you are adding, you must enter
the characteristic value that corresponds with the characteristic
type.
- From Date
- Enter the date that this characteristic became valid for this
identity, if known. You can enter a From Date without a Thru Date.
- Thru Date
- Enter the date that this characteristic became invalid for this
identity, if known. You can enter a Thru Date without a From Date.
- Email List
- Indicate one or more e-mail addresses that belong to or are associated
with the identity that you are adding. Enter each known e-mail address
in this list, one e-mail address per line. All e-mail addresses that
you enter in this list section are automatically associated with the
identity that you are adding.
- E-mail addresses are not required to add an identity, so you can
leave this list section blank. However, if you enter any e-mail data,
then both Type and Address fields
are required.
- Type
- Select a type of e-mail address from the drop-down list of available
types. The e-mail address type must exist in your system. (You cannot
add a new type here. If you do not see the e-mail address type that
you want to use, contact your system administrator to create the e-mail
address type for you.)
- If you want to associate an e-mail address with the identity that
you are adding, you must select a type.
- Value
- Enter the full e-mail address. If you want to associate an e-mail
address with the identity that you are adding, you must enter the
e-mail address value that corresponds with the e-mail address type.
- From Date
- Enter the date that this e-mail address information became valid
for this identity, if known. For example, if you know the date that
this e-mail account was opened, you can enter it here.
- You can enter a From Date without a Thru Date.
- Thru Date
- Enter the date that this e-mail address information became invalid
for this identity, if known. For example, if you know the date that
this e-mail account was closed, you can enter it here.
- You can enter a Thru Date without a From Date.
- Submit button
- To process the identity through the entity and relationship resolution
and add the identity into the entity database, after you enter all
the known and relevant information about the identity that you want
to add, click Submit.
- Reset button
- To clear the window of all information entered without submitting
it, click the Reset button. The identity is
not processed through the entity and relationship resolution nor added
to the entity database.