Exploring and working with groups in IBM Match 360

Create and maintain groups within your master data to associate records and entities with each other in a group.

Within IBM Match 360, you can model groups within a single entity type or across multiple entity types. To get started with groups, a data engineer must define at least one group type. For information about defining group types, see Defining group types in IBM Match 360.

After a group type has been defined, data stewards can create group instances, add or remove members, and define member attributes.

Creating a group

To create a new group instance:

  1. From the Master data navigation menu, click Search search icon to open the master data search page.
  2. From the action bar of the screen, click New Object and then choose New group.
  3. Select the type of group you want to add. This list depends on the group types that a data engineer has defined for this IBM Match 360 instance.
  4. Provide values for each required group attribute.
  5. Click Create and view.

After creating a group instance, you can:

  • Add members to the group
  • Define member attributes
  • Update group attributes
  • Delete the group

Updating group attributes

To update a group instance's attribute values:

  1. From the Group actions menu, choose Edit group.
  2. Edit the group attributes as needed.
  3. Click Save.

Adding members to a group

When a group is first created, it does not have any members. You must add members and then define their member attributes. You can add members to groups from the group page or from your IBM Match 360 workspace.

To add a member to a group from the Groups page:

  1. Open a group and click the Members tab.

  2. Find the member that you want to add. Choose whether you want to find the member from Recently viewed entities and records in your workspace or from a new Search. You can view details of each record or entity in the results list by hovering over the row and clicking the See details icon see details icon.

  3. Select the member that you want to add to the group, then click Add.

  4. Click on the member row to define the member's attributes. Member attribute provide more context about the member and why they are part of the group.

To add a member to a group from your workspace:

  1. From the Master data navigation menu, click Search search icon to open the master data search page.
  2. Search for the record that you want to work with, then click the View in workspace icon view in workspace icon to select it for further exploration in the workspace tab.
  3. In the workspace for the record, select the Groups tab to see a list of groups that this record is a member of, if any.
  4. To add the record or entity to a group, click Add to group.
    • To add to an existing group, click Existing group, then search for and select the group. Click Next, then provide the member attribute values. Click Next again to review your changes and complete the membership.
    • To add to a new group, click New group, then select a group type and populate the group attributes. Click Next, then provide the member attribute values. Click Next again to review your changes and complete the membership.

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