IM Relationship Resolution Information Center, Version 4.2

Add Entity window

Use this window to add a single, new identity to the identity database through the Visualizer. All the information that you enter on this screen becomes attributes of the newly created identity. (So you create one identity at a time.) After you submit data that you entered for the identity, the system processes the data through the pipeline for entity and relationship resolution, during which, the identity may be associated with one or more existing entities.

Data Source Code - Description
Select the data source from the drop-down list to associate with the identity that you are adding. The data source must already exist in your system. (You cannot add a new data source here. If you do not see the data source code and description that you want to use, contact your system administrator to create the data source for you.)
To add an identity, data source code and description is required.
Reference
Enter an identifier for this data source account, which will be used to associate the account to the identity that you are entering. (Examples of reference numbers include case numbers, bank account numbers, etc.)
To add an identity, reference is required
Name List
To add an identity, name information is required. You can associate one or more names with the identity that you are adding. For example, the proper name for the identity, and one or more aliases ("also known as") names that the identity uses. Enter only one name per line.
All the names that you enter in this list are automatically associated with the newly created identity, as attributes of that identity. For example, if you enter "Robert Hays" and "Bob J. Hayes, Jr.", both of these names are associated with the newly created identity.
First Name
Enter the first name for the identity.
Middle Name
Enter the middle name or middle initial for the identity, if known. You can leave this column blank.
Last Name
Enter the last name for the identity. If you enter data in any of the other name fields, you must enter a last name.
Generation
Enter the generation for the identity, such as Sr., Jr., or III, if known. You can leave this column blank.
Address List
You can indicate one or more addresses that are associated with the identity that you are adding. For example, if you know the current and previous addresses for the identity, you would enter each full address, one address per line. All addresses that you enter in this list section are automatically associated with the same identity – the identity that you are adding.
Addresses are not required to add an identity, so if there are no known addresses for this identity, you can leave this list section blank.
Address
Enter the full street address for the identity. Typically, this is the same as the information entered on Address 1 and Address 2 lines. For example: 555 Main Street Building 17 Suite 102-B
If you enter data in any of the other address fields, you must enter data in the Address field.
City
Enter the city information for the street address.
State
Enter the state information for the street address and city.
Postal Code
Enter the postal code information for the street address, city, and state.
Country
Enter the country information for the state.
From Date
Enter the date that this address information became valid for this identity, if known. For example, if this identity was known to be at this address starting March 15, 1999, enter that date.
You can enter a From Date without a Thru Date.
Thru Date
Enter the date that this address information became invalid for this identity, if known. For example, if this identity was known to leave this address ending June 1, 2001, enter that date.
You can enter a Thru Date without a From Date.
Number List
You can indicate one or more numbers that are associated with the identity that you are adding. For example, if you know a credit card used by the identity, a drivers license number, an identification number, a passport number, a phone number, and so on, you would enter each number, one number per line. All numbers that you enter in this list section are automatically associated with the same identity – the identity that you are adding.
Numbers are not required to add an identity, so if there are no known numbers associated with this identity, you can leave this list section blank. However, if you enter any number data, then both Number Type and Value fields are required.
Number Type
Select the number type from the drop-down list of available number types. These number types must already exist in your system. (You cannot add a new number type here. If you do not see the number type that you want to use, contact your system administrator to create it for you.)
If you want to associate a number with the identity that you are adding, you must select a number type.
Value
Enter the number value for the selected number type. For example, if you are associating a passport with this identity, enter the passport number here.
If you want to associate a number with the identity that you are adding, you must enter a number value that corresponds with the number type.
Location
Enter the location associated with the number, if known or if it exists. For example, if you are associating a passport with this identity, enter the name of the country that issued the passport here. Another example of how to use a number location is the State of Issue for a drivers license.
From Date
Enter the date that this number became valid for this identity, if known. You can enter a From Date without a Thru Date.
Thru Date
Enter the date that this number became invalid for this identity, if known. For example, the expiration date for a drivers license, passport, or credit card.
You can enter a Thru Date without a From Date.
Characteristic List
You can indicate one or more characteristics that belong to or are associated with the identity that you are adding. For example, if your system collects characteristics such as date of birth, marital status, eye color, or height, you can enter each known characteristic in this list, one characteristic per line. All characteristics that you enter in this list section are automatically associated with the same identity – the identity that you are adding.
Characteristics are not required to add an identity, so if there are no known characteristics associated with this identity, you can leave this list section blank. However, if you enter any characteristic data, then all characteristic fields are required.
Type
Select a characteristic type from the drop-down list of available types. The characteristic type must already exist in your system. (You cannot add a new type here. If you do not see the characteristic type that you want to use, contact your system administrator to create the characteristic type for you.)
If you want to associate a characteristic with the identity that you are adding, you must select a characteristic type.
Value
Enter the value of the characteristic. If you want to associate a characteristic with the identity that you are adding, you must enter the characteristic value that corresponds with the characteristic type.
From Date
Enter the date that this characteristic became valid for this identity, if known. You can enter a From Date without a Thru Date.
Thru Date
Enter the date that this characteristic became invalid for this identity, if known. You can enter a Thru Date without a From Date.
Email List
You can indicate one or more email addresses that belong to or are associated with the identity that you are adding. Enter each known email address in this list, one email address per line. All email addresses that you enter in this list section are automatically associated with the same identity – the identity that you are adding.
Email addresses are not required to add an identity, so if there are no known email addresses associated with this identity, you can leave this list section blank. However, if you enter any email data, then both Type and Address fields are required.
Type
Select a type of email address from the drop-down list of available types. The email address type must already exist in your system. (You cannot add a new type here. If you do not see the email address type that you want to use, contact your system administrator to create the email address type for you.)
If you want to associate an email address with the identity that you are adding, you must select a type.
Value
Enter the full email address. If you want to associate an email address with the identity that you are adding, you must enter the email address value that corresponds with the email address type.
From Date
Enter the date that this email address information became valid for this identity, if known. For example, if you know the date that this email account was opened, you can enter it here.
You can enter a From Date without a Thru Date.
Thru Date
Enter the date that this email address information became invalid for this identity, if known. For example, if you know the date that this email account was closed, you can enter it here.
You can enter a Thru Date without a From Date.
Submit button
To process the identity through the pipeline and add the identity into the database, after entering all the known and relevant information about the identity that you want to add, click the Submit button.
Reset button
To clear the window of all information entered without submitting it, click the Reset button. The identity is not processed through the pipeline or added to the identity database.


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Last updated: 2009