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.