IM Relationship Resolution Information Center, Version 4.2

Adding a single entity

You can add a single entity to the entity database, without manually creating a UMF record. You can create a new entity with as little as name information, but you should enter as much known information about the entity (known addresses, numbers, characteristics, or email addresses) as possible, for optimum entity and relationship resolution.

Procedure:
  1. In the Visualizer, do one of the following:
    1. From the View menu, select Add, and then select Entity.
    2. From the tool bar, click the (add) icon, and then select Entity.
    3. From the tool bar, click the down arrow to the right of the (add) icon, and then select Entity.
    4. From the Add window, in the Add drop-down, select Entity.
  2. 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. You should 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 email addresses that are associated with the entity.
  3. Click the Submit button.
The Visualizer creates a UMF 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.


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Last updated: 2009