Data Director Implementation Guide

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Work with the IDD Configuration XML File

An IDD configuration XML file can easily run to hundreds of lines.

A full file is not shown here, only the relevant snippet. You can find a full configuration file in the Resource Kit or by exporting it from the IDD Configuration Manager.

The following code snippet is an example of a subject area group with a single subject area:

<subjectAreaGroup name="Customer" primaryObjectUid="C_PARTY">
        <subjectArea name="Person">
            <primaryObject hmEntityTypeUid="Person">
                <subTypeQualifier columnUid="C_PARTY|PARTY_TYPE"  filterValue="Person"/>
                <cleanseFunction 
                                cleanseFunctionUid="BDD Cleanse and Validation Library|CVPerson">
                    <cleanseInput>
                        <cleanseColumn columnUid="C_PARTY|FIRST_NAME" parameterName="firstName"/>
                        <cleanseColumn columnUid="C_PARTY|MIDDLE_NAME" 
                                       parameterName="middleName"/>
                        <cleanseColumn columnUid="C_PARTY|LAST_NAME" parameterName="lastName"/>
                    </cleanseInput>
                    <cleanseOutput>
                        <cleanseColumn columnUid="C_PARTY|FIRST_NAME" parameterName="firstName"/>
                        <cleanseColumn columnUid="C_PARTY|MIDDLE_NAME"
                                       parameterName="middleName"/>
                        <cleanseColumn columnUid="C_PARTY|LAST_NAME" parameterName="lastName"/>
                        <cleanseColumn columnUid="C_PARTY|DISPLAY_NAME"
                                       parameterName="displayName"/>
                    </cleanseOutput>
                </cleanseFunction>
                <layout columnsNum="3">
                    <column columnUid="C_PARTY|NAME_PREFIX_CD" editStyle="FIELD" 
                            horizontalStyle="SMALL"/>
                    <column columnUid="C_PARTY|FIRST_NAME" editStyle="FIELD" 
                            horizontalStyle="MEDIUM" required="true"/>
                    <column columnUid="C_PARTY|MIDDLE_NAME" editStyle="FIELD"
                            horizontalStyle="MEDIUM"/>
                    <column columnUid="C_PARTY|LAST_NAME" editStyle="FIELD"
                            horizontalStyle="MEDIUM" required="true"/>
                    <column columnUid="C_PARTY|GENERATION_SUFFIX_CD" editStyle="FIELD"
                            horizontalStyle="SMALL"/>
                    <column columnUid="C_PARTY|BIRTHDATE" editStyle="CALENDAR" 
                            horizontalStyle="MEDIUM"/>
                    <column columnUid="C_PARTY|GENDER_CD" editStyle="FIELD" 
                            horizontalStyle="SMALL">
                        <columnI18NLookup languageCdUid="C_LU_GENDER_LCL|LANGUAGE_CODE"
                                          countryCdUid="C_LU_GENDER_LCL|COUNTRY_CODE"
                                          lookupFKUid="C_LU_GENDER_LCL|GENDER_CODE"
                                          localizedNameUid="C_LU_GENDER_LCL|LOCALIZED_STRING"/>
                    </column>
                    <column columnUid="C_PARTY|TAX_ID" editStyle="FIELD" 
                            horizontalStyle="MEDIUM"/>
                    <column columnUid="C_PARTY|DISPLAY_NAME" editStyle="FIELD" 
                            horizontalStyle="LARGE"/>
                </layout>
                <label existsFormat="{1},{2}">
                    <column columnUid="C_PARTY|LAST_NAME"/>
                    <column columnUid="C_PARTY|FIRST_NAME"/>
                    <column columnUid="C_PARTY_ELECT_ADDR|ELECTRONIC_ADDRESS"/>
                </label>
            </primaryObject>
            <search displayPackageUid="PKG_PERSON_SEARCH">
            </search>
            <match>
                <matchRuleSet uid="C_PARTY|IDL" type="BOTH"/>
            </match>
            <taskAssignmentConfig task="UpdateWithApproval">
                <securityRole roleUid="DataSteward"/>
            </taskAssignmentConfig>
            <taskAssignmentConfig task="UpdateWithOptionalApproval" >
                <securityRole roleUid="DataSteward"/>
            </taskAssignmentConfig>
            <taskAssignmentConfig task="UpdateRejectedRecord">
                <securityRole roleUid="DataSteward"/>
            </taskAssignmentConfig>
            <taskAssignmentConfig task="ReviewNoApprove">
                <securityRole roleUid="Manager"/>
            </taskAssignmentConfig>
            <taskAssignmentConfig task="FinalReview" >
                <securityRole roleUid="SrManager"/>
            </taskAssignmentConfig>
            <taskAssignmentConfig task="Merge">
                <securityRole roleUid="DataSteward"/>
            </taskAssignmentConfig>
            <taskAssignmentConfig task="Unmerge">
                <securityRole  roleUid="DataSteward"/>
            </taskAssignmentConfig>
            <dataSecurity>
                <securityFilter columnUid="MATCH_PATH_COMPONENT.C_MT_ADDRESS|STATE_CD">
                    <securityValue value=’CA’>
                        <securityRole roleUid="Customer-CA"/>
                    </securityValue
                </securityFilter>
            </dataSecurity>
        </subjectArea>
    </subjectAreaGroup>

Refer to the HTML documentation for the XML schema for details on the elements, attributes, and allowed values.

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Data Director Implementation Guide

Data Director Implementation Guide

Work with the IDD Configuration XML File

Work with the IDD Configuration XML File