Create a survivorship rule

A survivorship rule specifies how to compute golden record values for attributes in entities that have undergone fuzzy or ID matching. It applies to either a single attribute or a set of attributes within a specific entity.

Each entity is created with a master ID survivorship rule and a default survivorship rule, using the Custom Ranking consolidation strategy with no ranking expression. These default rules should be adjusted to meet the requirements of the entity. Additionnally, you may create new survivorship rules to manage specific attributes.

Define a survivorship rule

To create a survivorship rule:

  1. Right-click Survivorship Rules under the entity and select Add Survivorship Rule.
    The Create New Survivorship Rule wizard opens.

  2. In the wizard, select the Auto Fill checkbox and enter the following values:

    • Name: internal name of the object.

    • Label: user-friendly label for the object.

    • Default Rule: set this new rule as the default rule for the entity.

  3. Click Finish to close the wizard.
    The Survivorship Rule editor opens.

  4. In the Description and Documentation fields of the editor, provide a description and documentation for this rule. Use plain text or Markdown syntax for the documentation. This text will appear in the documentation side navigation.

  5. Select the attributes managed by this rule:

    1. In the Attributes table, select the Define survivorship rule attributes Define Survivorship Rule Attributes button.

    2. In the Create New Survivorship Rule Attribute dialog, double-click the attributes you want to add.

    3. Click Finish.

  6. Define the consolidation rule:

    1. Select a Consolidation Strategy.

    2. Set the parameters depending on the selected strategy:

      • Any Value, Largest Value , Longest Value, Most Frequent Value, Shortest Value and Smallest Value: no parameters are required.

      • Custom Ranking:

        1. In the Ranking Expression field, click the Edit expression Edit Expression button.
          The SemQL editor opens.

        2. Create a SemQL expression used to rank the records, and then click OK to close the SemQL Editor.

        3. Select the Skip Nulls option if you want to skip null values and pick the highest ranking not null value.

      • Preferred Publisher:

        1. In the Preferred Publisher field, click the Select publisher Select Publishers button.
          The Manage Survivorship Rule dialog opens.

        2. Double-click the first publisher in the Available Publishers list to add to the Publishers list.

        3. Repeat this operation to add the other publishers in the preference order.

        4. Use the Move Up and Move Down buttons to order the publishers.

        5. Click Finish to close the dialog.

        6. Select the Skip Nulls option if you want to skip null values returned by publishers.

  7. Set the Ranking Expression to sort records in the event of an ambiguity for the strategy.

    1. In the Ranking Expression field, click the Edit expression Edit Expression button.
      The SemQL editor opens.

    2. Create a SemQL expression used to handle consolidation disambiguation, and click OK to close the editor.

  8. In Override Strategy, select an option to define the override rule.

  9. Press Control+S (or Command+S on macOS) to save the editor.

  10. Close the editor.