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English
  • Multidomain MDM 10.5
  • All Products

Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Configuring Hierarchy and Network Relationships
  10. Creating Match Rule Sets
  11. Configuring Search
  12. Configuring Tasks
  13. Configuring Security and Data Filters for Business Entities
  14. Configuring the Content Security Policy
  15. Integrating Data as a Service
  16. Configuring External Calls
  17. Designing the Data Director User Interface
  18. Localizing Data Director
  19. Appendix A: Provisioning Tool Frequently Asked Questions

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Configure the Layout to Display Similar Records (Optional)

Configure the Layout to Display Similar Records (Optional)

When you enter data in the
Data Director
 application to create a record, you can view similar records that are retrieved based on the data that you enter. To view the similar records, you must configure the layout to define the fields based on which you want to search for the similar records.
  1. Log in to the Provisioning tool.
  2. From the
    Database
     list, select the database for which you want to configure the application.
  3. Click
    Configuration
    Component Editor
    .
    The
    Component Editor
     appears.
  4. From the Component type list, select
    Similar Records
    , and click
    Create
    .
  5. In the properties panel, enter a name for the Similar Records component.
  6. In the
    XML
     field, enter an XML configuration that includes a list of fields to search for similar records:
    The following table describes the XML elements that you can use to configure the Similar Records component:
    Element
    Description
    searchableFields
    Specifies one or more fields on which you want to base the search. The
    searchableFields
     element is the parent of the
    field name
     element.
    field name
    Specifies the name of a field on which you want to base the search for similar records. The
    field name
     element is a child of the
    searchableFields
     element. You can configure multiple
    field name
     elements.
    searchType
    Specifies the type of search to perform.
    The
    searchType
     element can contain the following child elements:
    • smartSearch
    • searchMatch
    smartSearch
    Specifies that you want to use search to find similar records.
    searchMatch
    Specifies that you want to use queries to find similar records.
    The
    searchMatch
     element can contain the following child elements:
    • fuzzy
    • matchRuleSet
    fuzzy
    Specifies whether you want to perform a fuzzy search. To perform a fuzzy search, set to
    true
    .
    The
    fuzzy
     element is a child of the
    searchMatch
     element. If you do not add this element, exact search is performed.
    matchRuleSet
    Specifies the name of the match rule set to use for finding similar records.
    The
    matchRuleSet
     element is a child of the
    searchMatch
     element.
    label
    Specifies the label format for the search field values. To configure the label format, use the
    existsFormat
     attribute.
    column
    Specifies a single column to use in the label format. To configure the column for the label, use the
    columnUid
     attribute, which is the unique identifier of the column. The
    column
     element is a child of the label element. You can specify more than one column for the label.
    For sample configurations, see the
    Multidomain MDM Provisioning Tool Guide
    .
  7. Click
    Apply
    .
    The Similar Records component that you created appears in the
    Component Editor
     panel and in the tree view panel.
  8. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A confirmation dialog box appears that prompts you to publish or review the changes.
    2. Review the changes or publish without a review.
      • To publish without a review, click
        Publish
        .
      • To publish after a review, click
        Review Changes
         and follow the instructions that appear on the screen.
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