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Status Not under consideration
Created by Guest
Created on May 5, 2017

Provide flexible way to segementise tasks based on various attributes of the data model

It is desirable to be able to query for a combination of attributes.
Query should support wildcard and phonetic where applicable.
Attributes are:
Meta level
- Match Category type
- Score range
- From/Til which date/time on has a task been created (I'd like to see only tasks before/after a certain date/time)
- By which process has it bene created (e.g. I'd like to see all tasks resulting from a batch run only)
- Source_Ident_Tp_Cd (I'd like to see all tasks related to data from a certain source system)
- Access_Token_Value (I'd like to see all tasks related to parties that hold a certain access token)

Party generic
- Client_Imp_Tp_Cd (I'd like to see all tasks related to customers of certain importance)
- Client_St_Tp_Cd (I'd like to see all tasks related to customers of certain status)
- Client_Poten_Tp_Cd (I'd like to see all tasks related to customers of certain potential)
- Admin_Client_Id + Admin_Sys_Tp_Cd (I'd like to see all tasks related to parties)

- Lob_Tp_Cd (I'd like to see all tasks related to customers from a certain lob)
- Lob_Rel_Tp_Cd

Persons
- BirthDt (range) (I'd like to see all tasks related to customers of a certain birth year)
- Gender_Tp_Cd (I'd like to see all tasks related to customers of a certain gender)

Organisations
- Org_Tp_Cd (I'd like to see all tasks related to customers of certain organisation type)
- Industry_Tp_Code (I'd like to see all tasks related to customers of certain industry type)

Roles and Relationships
- Role_Tp_Cd (I'd like to see all tasks related to customers that have a certain role - e.g. all guarantors)
- Rel_Tp_Cd (I'd like to see all tasks related to customers of certain relationship - e.g. all married couples)

Addresses and Communications)
- Country_Tp_Cd (I'd like to see all tasks related to customers in a certain country)
- Prov_State_Tp_Cd (I'd like to see all tasks related to customers in a certain province)
- City_Name (I'd like to see all tasks related to customers in a certain city)
- Postal_Code (I'd like to see all tasks related to customers in a certain country)

In addition I would like to see queries where I can state, provide me with tasks where a field is empty in order to be able to work on populating them
So, ideally we can combine such as: Tasks for all VIP's in Munich where I don't have an email
These are fields such as
- Ref_Num (on Contact_Method, but also PartyIdentifier)
- Birth_Dt
  • Admin
    Marcus Boone
    May 16, 2019

    Thank you for submitting this request.  We will take this under consideration as part of the modernization of MDM currently underway.