Customizing your data model

Customize your Master Data Management data model to match your organization’s requirements by adding new record types, attributes, and fields.

When you onboard your first data asset, Master Data Management automatically generates the data model using a combination of industry standard model attributes and embedded Watson technology. When you upload additional data, the model will intelligently adjust itself to accomodate newly populated attributes and fields.

You can always customize the model to match your organization’s requirements by adding new record types, attributes, and fields.

Accessing the data model

To customize your Master Data Management data model:

  1. On the Data setup screen, click the Modeling tab.
  2. Review the current model’s record types and attribute types.
  3. From here, you can:
    • View or edit existing record types or create new ones. See Customizing record types.
    • View, edit, or delete existing attribute types or create new ones. You can add or remove fields in each attribute type to reflect your organization’s data model requirements. See Customizing attribute types.
  4. When you are done making changes to the data model, click the publish model icon publish data model icon in the toolbar at the top of the screen.

Customizing record types

By default, the data model includes definitions for Person and Organization record types. You can also add new record types to your data model.

Deleting an attribute type from a record type

To edit an existing record type by removing one of its attribute types:

  1. Go to the Modeling tab.
  2. In the navigation pane, select an existing record type to display its associated attributes.
  3. Browse through the attribute types associated with this record type or, to find a specific attribute type, use the search function.
  4. From the record type view, click on the attribute you wish to remove from this record type.
  5. Click Delete attribute.

Adding a new record type

To add a new record type to your data model:

  1. In the navigation pane, click Add record type +.
  2. Define the name, label, and description of the new record type, then click Save.

The name must use snake case, with no capital letters or spaces, such as example_record_type.

Adding a new attribute type to a record type

To add a new attribute type to a record type:

  1. Under Record types in the navigation pane, select the record type you want to modify.
  2. In the edit pane, click Add attribute type + to start creating and associating attribute types with your new record type.
  3. Define the details of your new attribute type. Your new attribute can either be simple or complex. Complex attributes are made up of two or more simple values.
  4. Click Add to add the new attribute type to your new record type.

Remember: When you are done making changes to the data model, click the publish model icon publish data model icon in the toolbar at the top of the screen.

Customizing attribute types

To customize the fields that make up your attribute types:

  1. Go to the Modeling tab and click Attribute types.
  2. Browse the list of attribute types or use the search function to locate a specific type.
  3. Select an attribute type from the list to view it and its associated fields.
  4. To add a new field to an attribute type:

    a. Click Add field +.

    b. Define the field label, field name, and description, then click Add field. The new field is added to the associated attribute type.

    The field name must use snake case, with no capital letters or spaces, such as example_field_name.

Remember: When you are done making changes to the data model, click the publish model icon publish data model icon in the toolbar at the top of the screen.