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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Before You Install
  4. Installing MDM - Customer 360
  5. After You Install
  6. Business Processes for Customer Management
  7. Customizing Customer 360
  8. Upgrading Customer 360
  9. Troubleshooting

XML Code for the External Link Components

XML Code for the External Link Components

The
widgets
element contains the configuration for the external link components.
The following table lists the sub-elements in the
widgets
section:
Element
Description
widget
Parent element that contains the configuration for a widget or external link.
social
Contains the URLs for social media. For example,
<Facebook>http://www.facebook.com</Facebook>
. Ensure that you use the same format in the implementation configuration.
The element contains
Facebook
,
Twitter
, and other social media URLs.
b2b
Contains the configuration for a business-to-business customer profile.
overview
Title of the overview section.
The element contains
title
and
section
.
title
Title of a section in the user interface.
section
Contains the configuration for a column in the widget.
The element contains
field
.
field
Contains the configuration for a field in the user interface. Has the following attributes:
  • group
    . Indicates whether the fields must be displayed as a group.
  • view
    . Can be set to
    horizontal
    to show the field labels and values in the same line. Else, the value appears below the field.
The element contains
label
,
type
,
coValue
,
defaultValue
,
defaultKey
,
defaultKeyValue
,
getStrategy
,
coFieldValues
,
concatenateWith
, and
filterAs
.
label
Text that appears for the field in the user interface.
type
Specifies the data type of the field. Has the following data types:
  • img
    . Indicates image.
  • text
    . Indicates text.
  • address
    . Indicates address.
  • phone
    . Indicates phone number.
  • email
    . Indicates email address.
  • social
    . Indicates social.
  • currency
    . Indicates currency.
  • textWithIcon
    . Indicates text with an icon. Replace with CSS class.
coValue
Record child or field, including the path.
getStrategy
Determines how a value is selected when the field has multiple values. Use the element only for child records. Has the following values:
  • defaultOrFirstOne
    . Default value or the first value in the list is selected.
    You can either specify the default value or specify the business entity field that contains the value. When you have multiple child records, you need to specify which of the record to select. Specify the name of the field and the value in the field.
  • getOne
    . Get the first available value.
  • all
    . Get all values.
  • getByEffectiveStartDate
    . Effective start date. If the effective start date is not available, then the last updated date is used to select the value.
defaultValue
If the desired value is not found, the value to be displayed for the field in the user interface.
defaultKey
If you specify the default strategy as
defaultOrFirstOne
, specify the name of the business entity field. For example, default indicator.
defaultKeyValue
If you specify the default strategy as
defaultOrFirstOne
, specify the value of the default key.
coFieldValues
Contains the business entity fields that contain the value you want to display on the user interface. Follow the parent-child relationships until you reach the required element of field.
concatenateWith
Specifies how to concatenate the fields. For example, comma-separated or space.
filter
Reserved for future use.
The following sample code shows the configuration of the
identifiers
external link component:
<identifiers> <title>Identifiers</title> <section> <field> <label>DUNS</label> <type>text</type> <coValue>CustomerOrgRole_item_0_CustomerOrgIdentifiers</coValue> <defaultValue>-</defaultValue> <defaultKey>dfltInd</defaultKey> <defaultKeyValue>1</defaultKeyValue> <getStrategy>getByEffectiveStartDate[effStrtDt]_altIdTyp_idTyp[DUNS]</getStrategy> <coFieldValues>altIdVal</coFieldValues> <concatenateWith /> <filterAs /> </field> </section> <section> <field> <label>ParentDUNS</label> <type>text</type> <coValue>CustomerOrgRole_item_0_CustomerOrgIdentifiers</coValue> <defaultValue>-</defaultValue> <defaultKey>dfltInd</defaultKey> <defaultKeyValue>1</defaultKeyValue> <getStrategy>getByEffectiveStartDate[effStrtDt]_altIdTyp_idTyp[ParentDUNS]</getStrategy> <coFieldValues>altIdVal</coFieldValues> <concatenateWith /> <filterAs /> </field> </section> <section> <field> <label>NAICS</label> <type>text</type> <coValue>CustomerOrgClassification</coValue> <coFieldValues>Classification_classifVal</coFieldValues> <getStrategy>getByEffectiveStartDate[effStrtDt]_Classification_classifTyp_classifTyp[NAICS]</getStrategy> <defaultValue>-</defaultValue> <concatenateWith /> <filterAs /> </field> </section> <section> <field> <label>SIC</label> <type>text</type> <coValue>CustomerOrgClassification</coValue> <coFieldValues>Classification_classifVal</coFieldValues> <getStrategy>getByEffectiveStartDate[effStrtDt]_Classification_classifTyp_classifTyp[SIC]</getStrategy> <defaultValue>-</defaultValue> <concatenateWith /> <filterAs /> </field> </section> </identifiers>
The sample code shows the configuration of four identifiers, SSN, TIN, Driver License Number, and Passport Number.
The following image shows the Identifiers section in the user interface:

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