Task Configuration
A typical nme-task.gen.xml
file looks as follows:
<?xml version="1.0" encoding="UTF-8"?>
<taskConfig oldDqitDataSource="it_db">
<workflows>
<workflow name="consolidation">
<steps>
<step isFirst="true" name="draft"/>
<step name="waiting_for_publish"/>
</steps>
<transitions>
<transition groupAssignee="MDM_admin" name="move_publish" origin="draft" target="waiting_for_publish" userAssignee=""/>
<transition groupAssignee="MDM_user" name="return_draft" origin="waiting_for_publish" target="draft" userAssignee="">
<postActions>
<postAction class="com.ataccama.nme.dqc.wfaction.PlanTransitionActionConfig" name="notify" planFileName="../engine/post_actions/consolidation_return_draft_notify.comp"/>
</postActions>
</transitions>
</workflow>
<!--other workflows-->
</workflows>
<defaultValues description="Specify what should be fixed within the task created" groupAssignee="MDM_user" name="Task" severity="low" userAssignee="" workflowName="consolidation"/>
<taskTypes>
<type name="RECORD_CHANGE">
<defaultValues description="Click on record edit to fix DQ issues." groupAssignee="MDM_user" name="Resolve DQ issues" userAssignee="" workflowName="consolidation" severity="INTERMEDIATE"/>
<instanceLayerDefaultValues>
<defaultValues description="Task description" entityName="party" expression="'Edit instance party ' + src_first_name + ' ' + src_last_name + ' ' + src_company_name" groupAssignee="MDM_user" name="" userAssignee="" workflowName="consolidation" severity="HIGH"/>
<defaultValues description="Task description" entityName="address" expression="'Edit instance address ' + src_street + ' ' + src_city + ' ' + src_state" groupAssignee="MDM_user" name="" userAssignee="" workflowName="consolidation" severity="LOW"/>
</instanceLayerDefaultValues>
<masterLayers>
<masterlayer name="masters">
<masterLayerDefaultValues>
<defaultValues description="Click on record edit to start fixing DQ issues." entityName="party" expression="'Edit person ' + cmo_first_name + ' ' + cmo_last_name" groupAssignee="MDM_user" name="" userAssignee="" workflowName="consolidation" severity="INTERMEDIATE"/>
</masterLayerDefaultValues>
</masterlayer>
</masterLayers>
</type>
<type name="MATCHING_PROPOSAL">
<defaultValues description="Resolve matching proposal(s) specified in this task." groupAssignee="MDM_admin" name="Resolve matching proposals" userAssignee="" workflowName="consolidation" severity="INTERMEDIATE"/>
<proposalLayerDefaultValues>
<defaultValues description="Provider matching proposal" entityName="provider_proposal_k" expression="'Matching proposal ' + master_id + ' ' + related_master_id" groupAssignee="MDM_user" name="" userAssignee="" workflowName="consolidation" severity="INTERMEDIATE"/>
</proposalLayerDefaultValues>
<instanceLayerDefaultValues/>
<masterLayers/>
</type>
<!--other task types-->
</taskTypes>
</taskConfig>
Workflow
The <workflows>
section contains the workflow configuration.
-
<workflow>
: Defines the workflow.-
name
: The name of the workflow.
-
-
<step>
: Defines workflow steps.-
isFirst
(Boolean): Specifies if the step represents the initial state.false
or not specified for all the steps except the first one. -
name
: The name of the step.
-
-
<transitions>
: Possible transitions between steps. The<transition>
attributes are:-
name
: The name of the transition. -
origin
: The name of the initial state. Only the names defined in the<steps>
section can be used. -
target
: The name of the target state. Only the names defined in the<steps>
section can be used. -
groupAssignee
(optional): The name of the group to which the task is assigned. It is filled if the transition from origin to target happens. -
userAssignee
(optional): The name of the user to whom the task is assigned. It is filled if the transition from origin to target happens.
-
-
<postActions>
: Defines the actions that are executed after the transition. The<postAction>
attributes are:-
class
: The name of the class that implements the post action. -
name
: The name of the post action. -
planFileName
: The path to the plan file.
-
Task type
The <taskTypes>
section defines the default values for specific types of tasks created for specific entities on instance and master layers.
-
<type>
: Defines the task type.-
name
: Name of the task type. Possible values areRECORD_CHANGE
,MANUAL_MATCH
,MATCHING_PROPOSAL
,CREATE
,GENERIC
.
-
Default values
The <defaultValues>
section specifies the default values.
They can be defined on three levels.
The values defined on the highest level are used if there are no more specific default values.
<workflows>
...
</workflows>
<defaultValues description="Specify what should be fixed within the task created" groupAssignee="MDM_user" name="Task" severity="low" userAssignee="" workflowName="consolidation"/>
<taskTypes>
...
</taskTypes>
The second level of defaultValues
is used when the task type of the created task matches type name
.
<taskTypes>
<type name="RECORD_CHANGE">
<defaultValues description="Click on record edit to fix DQ issues." groupAssignee="MDM_user" name="Resolve DQ issues" userAssignee="" workflowName="consolidation" severity="INTERMEDIATE"/>
<instanceLayerDefaultValues>
...
</instanceLayerDefaultValues>
<masterLayers>
...
</masterLayers>
</type>
</taskTypes>
The lowest level of defaultValues
is used when the type of the task and the entity name match type name
and entityName
.
Can be used on the instance layer (<instanceLayerDefaultValues>
), master layers (<masterLayerDefaultValues>
), and matching proposal layers (<proposalLayerDefaultValues>
, only for matching proposal task type).
An example of the default values configuration (except matching proposals tasks):
<instanceLayerDefaultValues>
<defaultValues description="Task description" entityName="party" expression="'Edit instance party ' + src_first_name + ' ' + src_last_name + ' ' + src_company_name" groupAssignee="MDM_user" name="" userAssignee="" workflowName="consolidation" severity="HIGH"/>
<defaultValues description="Task description" entityName="address" expression="'Edit instance address ' + src_street + ' ' + src_city + ' ' + src_state" groupAssignee="MDM_user" name="" userAssignee="" workflowName="consolidation" severity="LOW"/>
</instanceLayerDefaultValues>
<masterLayers>
<masterlayer name="masters">
<masterLayerDefaultValues>
<defaultValues description="Click on record edit to start fixing DQ issues." entityName="party" expression="'Edit person ' + cmo_first_name + ' ' + cmo_last_name" groupAssignee="MDM_user" name="" userAssignee="" workflowName="consolidation" severity="INTERMEDIATE"/>
</masterLayerDefaultValues>
</masterlayer>
</masterLayers>
An example of the matching proposal default value configuration:
<proposalLayerDefaultValues>
<defaultValues description="Provider matching proposal" entityName="provider_proposal_k" expression="'Matching proposal ' + master_id + ' ' + related_master_id" groupAssignee="MDM_user" name="" userAssignee="" workflowName="consolidation" severity="INTERMEDIATE"/>
</proposalLayerDefaultValues>
<instanceLayerDefaultValues/>
<masterLayers/>
<defaultValues>
attributes are:
-
description
: The description of the task. -
entityName
: The name of the entity. -
expression
: Specifies the expression that is used to form the task name (only available on the lowest layer). -
groupAssignee
: The name of the group to which the task is assigned. -
userAssignee
: The name of the user to whom the task is assigned. -
name
: The name of the task. -
workflowName
: The name of the workflow. -
severity
: The level of severity of the issue. Possible values areLOW
,INTERMEDIATE
,HIGH
.
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