Guide on Hierarchy Management in Informatica MDM

Hierarchy Management:

Objectives:

Following are the objectives of this topic:

  • Introduction to Hierarchy Management (HM)
  • Configure Repository Base Objects (RBOs)
  • Configure Entity Objects and Entity Types
  • Configure Relationship Objects and Types
  • Configure Hierarchies
  • Configure HM Packages & Profiles

Challenges

  • Maintaining unified views of entity data and their corresponding relationship in an organization is a challenging task as data is generally stored in disparate data silos
  • In the following scenario, the Lewis family has many different kinds of relationships with many different kinds of individuals and other types of entities
  • Hierarchy Management in MDM helps bring disparate company hierarchies into one product thereby reducing complexity and simplifying relationships between hierarchies
  • In the below example, the data has been filtered and structured to display the sphere of influence of John Lewis

Hierarchy Management

Steps for configuring hierarchy management in MDM

  • Prepare and Organize your data for Hierarchy Management
  • Create the Repository Base Object (RBOs) tables
  • Create Entity Objects and Entity Types
  • Create Hierarchies
  • Create Relationship Objects and Relationship Types
  • Create HM Packages
  • Create HM Profiles

Repository Base Objects (RBOs):

Repository Base Objects

  • RBO tables are system base objects useful for maintaining hierarchy data in MDM
  • They are created in the MDM schema upon accessing the Hierarchies tool bench
  • Various RBO tables created are:

Entity Objects and Entity Types: Entities

  • An entity is an object, person, place, organization, or another thing that has a business meaning and can be acted upon in your database
  • Examples: person’s name, company name, address, etc.,

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Entity Base Objects

  • A Base object that stores HM entities
  • Examples: C_PARTY base object

Entity Types

  • An entity type is a logical classification of one or more entities
  • Entity types are stored in the C_RBO_BO_CLASS repository table
  • Examples: Person and Organization Entity Types in the Party Base Object

Relationship Objects and Types: Relationships

  • An HM relationship describes the affiliation between two specific entities
  • HM relationships are defined by specifying:
    • Relationship Type
    • Hierarchy Type
    • Attributes
    • Start and End Dates

Relationship Base Objects

  • A Base Object that stores HM relationships

Relationship Types

  • A relationship type is the general class of relationship to which a particular HM relationship belongs
  • For example, if your database has two entity types, doctor and hospital, the HM relationship type between doctors and hospitals might be Resident or Consultant

Hierarchies:

  • HM hierarchies are sets/groups of relationship types
  • These relationship types are not ranked based on the place of the entities of the hierarchy, nor are they necessarily related to each other
  • They are merely relationship types that are grouped together for ease of identification
  • For example, you might group organization-to-individual and organization-to-community relationship under the hierarchy Scholarships
  • Any individual relationship type can be included in any number of hierarchies

HM Packages: Packages

  • A package is a public view of one or more underlying tables in Informatica MDM Hub
  • It is based on a Query
  • For each entity and relationship base object, you must create an MRM package containing all the base object columns that you wish users to see or modify
  • You can then create HM packages based on this MRM package to allow users to see subsets of the MRM package columns
  • For example, you could create a view to allowing users to see search columns only, or another view to show detail columns, or yet another view to show PUT columns, etc.

HM Profiles: Profiles

  • In hierarchy manager, a profile is used to define user access to HM objects – what users can view and what the HM objects look like to those users
  • It determines what fields and records an HM user may display, edit or add
  • For example, there can be one Profile that allows full read/write access to all entities and relationships and another Profile that is read-only
  • HM profiles are assigned to users through MRM roles. Normally a user is only assigned a single role. In cases where more than one role is assigned, the user is prompted at the appropriate time to select the profile to work with

  Data Access Views: Objectives Following are the objectives of this topic:

  • Queries & Packages Overview
  • Configure Queries
  • Configure Packages

Queries & Packages Overview:

  • Informatica MDM Hub provides Queries and Packages capability that data stewards and applications can use to access data in the Hub Store.
  • A query is a request to retrieve data from the Hub Store.
  • A package is a public view of one or more underlying tables in the MDM Hub.
  • A package is always based on a query.
  • Queries define the criteria for selecting data and packages are views that users use to operate on that data.

Queries & Packages: Queries

  • A query defines
    • The table and/or the packages from which to select data.
    • The columns to select.
    • Join Conditions.
    • Group By, Sort By, Having Clauses.
    • Aggregate Functions like Sum, Count, Avg.
  • If joining multiple tables, primary table should be a base object and not a package.

Queries

Queries & Packages:

Packages

  • Creates a view of the columns returned by a Saved Query.
  • Packages can be either Display Package or PUT Enabled Package.

Queries & Packages:

Packages

You have seen a many process like batch viewer, land and match process but user exist is similar different way like coding.

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Naveen E

Naveen E

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