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:
- In the Visualizer, do one of the following:
- From the View menu, select Add,
and then select Entity.
- From the tool bar, click the (add) icon, and then select Entity.
- From the tool bar, click the down arrow to the right of the
(add) icon, and then 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. 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.
- 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.