Add relations between records

On this page

1. Edit mapping
2. Add edge relations
3. View relations between golden records

Relations are built between source (“to”) and target (“from”) records by using edges of a certain type (for example, /WorksFor). You can create relations either before or after processing the data.

In this article, you will learn how to add and view relations between golden records.

Creating relations between golden records consists of editing the mapping of the data set that you will use as a source and adding the edge that will link the source to the target.

Prerequisites

Before proceeding with relations between golden records, ensure that you have completed the following tasks:

1. Ingested (imported, mapped, and processed) the data to which you will be linking the records. For example, this could be the list of companies with the CompanyID and CompanyName columns. For more information, see Ingest data.

2. Imported and mapped the data that you will be linking to already existing records. For example, this could be the list of employees working for companies from the file in prerequisite 1. The file with employees may contain the following columns: EmployeeName and CompanyID. For more information, see Import file and Create mapping.

Edit mapping

After you imported and mapped the data that you will be linking to already existing records, edit the mapping configuration.

To edit the mapping

1. On the navigation pane, go to Integration > Data Sources.

2. Find and select the needed data set.

3. On the toolbar, select Map. Then, select Edit Mapping.

4. Go to the Map entity tab. Then, expand the Entity Codes section.

5. Delete the entity code by which you will link the current entity to other entities:

   1. Select the checkbox next to the entity code.

   2. Select Delete Entity Code.

      

   Now, you can proceed to add the edge relations.

Add edge relations

Adding edge relations means linking the current data set to already existing records.

To add edge relations

1. Go to the Add edge relations tab, and then select Add relation.

   The Add Edge pane opens on the right side of the page.

2. On the Edge Mode tab, do the following:

   1. Select the property to which you want to add edge relation.

   2. Select the edge mode.

      

   3. In the lower-right corner, select Next.

3. On the Configuration tab, do the following:

   1. Specify the edge type to define the nature of relation between objects.

      You can select the existing edge type or create a new one. To create a new edge type, enter a slash (/) and then enter a name.

   2. Find and select the entity type to which you will link the records belonging to the current entity type.

   3. Enter the origin of the current data set. It will displayed after you process the data.

      

   4. In the lower-right corner, select Next.

4. On the Edge Properties tab, in the lower-right corner, select Add Edge.

5. Select Finish to save your changes.

   You added edge relations. To view relations between golden records, process the data and stream the records.

View relations between golden records

After you processed the data and streamed the records, you can view the relations between golden records in the following places:

• In CluedIn: on the Relations tab of the record details page.

  

  To view the edge relation details, select the arrow that connects the entities.

  

• In the database: in the tables named dbo.xyzOutgoingEdges and dbo.xyzIncomingEdges, where xyz is the target name.

  

  If you add more edge relations between the records, CluedIn will automatically identify the changes and update the stream with new edge relations.