Configuring data sources with the Console

The Console helps you configure data sources. Click on the Data Sources tab to view, create, edit, and delete data sources.

Data sources contain identifying data including unique, personal identifiers for an identity, and non-identifying data, which is typically those other identity attributes and data points that are less useful for analysis and resolution. Examples of data sources include, but are not limited to, employee lists, watch lists, customer lists, and vendor lists.

The identity records in a data source must be exported as Universal Message Format (UMF) before they can be processed by the system or loaded into the entity database. As an initial step in that process, the Console helps you associate data sources and their identity records with UMF codes and metadata.

See the topics under "Configuring the data source" for more information and advanced functions.

Each data source must be assigned the following:

Identifying Code: A data source code is associated with each of the identities and their attribute data. This code must be unique. It becomes one of the UMF tags that is used with identity and characteristic data. (Required)
Description: A brief descriptor that helps you easily recognize what the data source is. For example: watch list, customer list. (Required)
Role: Assigns a role to the data source. A role is a classification of a data source or identity that defines their focus or purpose. Because data sources are typically comprised of the same type of data, you can use this field to automatically assign a role to every identity record in the same incoming data source. For example, by associating the Employee role to a human resources data source, all incoming records from the employee list are automatically assigned the Employee role. You can associate a role with an identity. Use roles to configure role alert rules, which define relationships of interest and generate alerts. (Optional)
Role Description: If you enter a Role, you must include a Role Description by which you can provide a little more descriptive information.