IM Relationship Resolution Information Center, Version 4.2

Roles

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>


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Last updated: 2009