IM Relationship Resolution Information Center, Version 4.2

Relationship Resolution Configuration report

The Relationship Resolution Configuration report provides a unified view of the system settings that you can configure using the Configuration Console. Use this report to view or print the current system configuration before you change system configuration, when you are troubleshooting a configuration issue, or when you need to compare different configuration settings.

The report lists the current configuration settings by category:
Data Sources
View configuration settings for data sources, including the data source ID, the data source code, the role code associated with the data source, the entity resolution configuration associated with the data source, and the current status of the data source code (active or inactive).
To configure data sources, click Setup, Sources, and then Data Sources.
Number Types
View configuration settings for number types, including the number type ID, the number type, the minimum and maximum length for the number type, any associated masks for the number type, information about how the number type is used in entity resolution, and whether the number type is active or inactive.
To configure number types, click Setup, Sources, and then Numbers.
Characteristic Types
View configuration settings for characteristic types, including the characteristic type ID, the name of the characteristic type, the associated data type for the characteristic (such as character or date), information about how the characteristic type is used in entity resolution, and whether the characteristic type is active or inactive.
To configure characteristic types, click Setup, Sources, and then Characteristics.
Entity Types
View configuration settings for entity types, including the entity type ID, the resolution configuration used for the entity type during entity resolution, if the data for this entity type can become generic, if the data for this entity type generates role alerts, if the data for this entity type can be used for searches, and if the identity data for this entity type can be resolved into entities and other identities.
To configure entity types, click Setup, Sources, and then Entity Types.
Event Types
View configuration settings for event types, including the unit of measure associated with the value for this event. Event types are part of Event Manager, which is available in IBM Relationship Resolution v.4.2 Fix Pack 1.
To configure event types, click Setup, Sources, and then Event Type.
Data Quality Management Rules
View the list of data quality management rules (DQM rules) and their associated parameters that are configured for a specific UMF tag within a UMF segment, including which UMF segment and UMF tag name the DQM rule is associated, the order in which the DQM rule is used on that UMF segment and tag, associated parameters for the DQM rule on that UMF segment and tag, whether the DQM rule corrects incoming data for that UMF segment and tag, and whether the DQM rule is currently enabled on that UMF segment and tag.
To configure a UMF segment and UMF tag to use DQM rules, click Setup, UMF, and then DQM Rules.
Load Mapping
View the configuration information for how UMF data is mapped to the corresponding tables and table columns in the entity database, including UMF segment name, UMF data path, the name of the entity database table, the field name and type within that entity database table, the data type for that field, and whether the mapping is enabled.
To map data from a UMF segment to a table in the entity database, click Setup, UMF, and then Data Map.
Entity Resolution Rules
View the configuration settings for each entity resolution rule, including the entity resolution rule ID, the order for the rule, the minimum resolution and relationship scores for the rule, and whether the rule incorporates denials.
To configure entity resolution rules, click Setup, Resolution, and then Resolution Rules.
Entity Resolution Confirm/Deny
View the settings for the scores that contribute to the confirmation and denial process of entity resolution, including the associated entity resolution ID and configuration ID, the priority of each score, the description and attribute name for each score, and the numeric value of the score.
To configure settings for entity resolution confirmations and denials, click Setup, Resolution, and then Confirms & Denials.
Entity Resolution Characteristics
View the settings for characteristic types that are configured with confirmation and denial weights used during entity resolution, including the priority, the confirmation weight, and the denial weight.
To configure confirmation and denial weights for characteristic types, click Setup, Resolution, and then Characteristics.
Role Codes
View the list of configured role codes and their associated settings, including role code ID and description, role code class, and the current status of the role code (active or inactive).
To configure role codes, click Setup, Relationships, and then Roles.
Role Alert Rules
View the list of configured role alert rules and their associated settings, including role alert rule ID and description, severity, minimum alert threshold, and the role code IDs of the two roles that trigger this role alert rule.
To configure role alert rules, click Setup, Relationships, and then Role Alert Rules.
Name Manager Configuration
View the configured settings for the IBM Entity Analytic Solutions Name Manager, a separate product that works with IBM Relationship Resolution.
To configure settings for IBM Name Manager for Relationship Resolution, click Setup, Resolution, and then Name Manager Match Config.
Separation Configuration
View the configured settings for the IBM Degrees of Separation for Relationship Resolution, a separate product that works with IBM Relationship Resolution.
To configure settings for IBM Degrees of Separation for Relationship Resolution, click Setup, Relationships, and then Separation Config.
System Sequences
View configuration settings for the sequence in which data is loaded by UMF segment, including the sequence name, the next sequence, and the cache size.
Generic Thresholds
View the generic thresholds settings configured by attribute, including attribute name, attribute type, and the threshold number that determines when a specific value for that attribute becomes generic.
To configure generic thresholds by attribute type, click Setup, UMF, and then Generic Threshold.
Table Dictionary
View the dictionary settings by entity database table, including table name, description, and the table type.
To configure the table dictionary, click Setup, UMF, and then Dictionary.
Look Up Tables
View the settings for the list of tables the system uses as lookup tables during processing, including the table name, the key field name, the ID field name, and whether to load the table in memory during processing.
To configure which tables the system uses as look up tables, click Setup, UMF, and then Lookup.
Matching Configuration
View the settings for each resolution configuration configured in your system, including the configuration name and ID, match type, and UMF segment name.
To configure match configurations, click Setup, Resolution, and then Candidate Builder.
Document Types
View the settings for UMF input documents, including document type, whether to perform data quality management on this document type, whether to load the data processed by this document type into the entity resolution database, and the level of entity resolution to perform on this input UMF document type.
To configure UMF input documents, click Setup, UMF, and then Input Documents.
UMF Output Format
View the format settings for UMF output documents, including the format ID and code, the route direction, and whether the output format setting is enabled.
To configure formats for UMF output documents, click Setup, UMF, and then Output Documents.
System Parameters
View the list of system parameter settings by parameter group, including the value and default value for the system parameter, and the validation type and value for the parameter
To configure system parameters, click Setup, General, and then System Parameters.
Application Activity Codes
View the list of activity codes configured for the Visualizer by activity type (role alert, attribute alert, or event alert), including the activity code, valid statuses for the activity code, and whether the activity code is active or inactive.
To configure activity codes used in the Visualizer, click Setup, Visualizer, and then Activity Codes.
User Groups
View the settings for user groups configured for the Visualizer, including the associated Visualizer user names, the create date and time for the user group, and whether the user group is active or inactive.
To configure activity codes used in the Visualizer, click Setup, Visualizer, and then Codes.
Role Alert Groups
View the settings for configured role alert groups, including assigned application group, the associated role alert rule ID and description, the created date and time for the role alert group, and whether the role alert group is active or inactive.
To configure role alert groups used in the Visualizer, click Setup, Relationships, Role Alert Rules, and then edit the Alert Group field.
Users
View the settings for the users configured to log into the Visualizer, including user login names, whether to authenticate the Visualizer user using entity database credentials, and whether the Visualizer user is active or inactive.
To configure the users, click Setup, Visualizer, and then Visualizer Users.


Feedback

Last updated: 2009