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Supported attribute mapping functions for grouping advanced mode

Review which attribute mapping functions are supported in advanced grouping and how they differ from the basic mode.

Function support comparison

The table below lists all supported attribute mapping functions in advanced mode and compares them with the basic mode support.

Function nameDescriptionBasic mode supportAdvanced mode support
Fixed valueSet a constant value in the group entity✔️✔️
Sum ofSum numeric values across members✔️✔️
Minimum ofFind the minimum value across members✔️✔️ (supports date and time)
Maximum ofFind the maximum value across members✔️✔️ (supports date and time)
Average ofCalculate the average of numeric member values✔️✔️ (supports date and time)
Count of all membersTotal number of entities in the group✔️✔️
Grouping ruleLabel group by applied match rule✔️❌ (deprecated)
Attribute valueCopy values directly from member attributes✔️
Attribute with source infoCopy attribute values and source details✔️
Count distinct valuesCount how many unique values exist across members✔️
Top KRetrieve the most frequent values across members✔️
Most recentRetrieve the latest values by timestamp✔️
Survived valueUse survivorship strategy to populate a group attribute✔️

Supported functions and configuration examples

The following examples show how to configure each supported function in the attributeMappings section of your metadata.

Fixed value

Set a constant value in a group attribute.

{
  "uri": "configuration/entityTypes/Household/attributes/FixValue",
  "function": {
    "type": "fixedValue",
    "config": {
      "value": "SomeFixValue"
    }
  }
}
Sum of

Sum numeric values across all group members.

{
  "uri": "configuration/entityTypes/Household/attributes/SumIncome",
  "function": {
    "type": "aggregate",
    "config": {
      "action": "sum",
      "attribute": "configuration/entityTypes/Individual/attributes/Income"
    }
  }
}
Minimum of

Return the minimum value across members. Supports numeric and date types.

{
  "uri": "configuration/entityTypes/Household/attributes/MinIncome",
  "function": {
    "type": "aggregate",
    "config": {
      "action": "min",
      "attribute": "configuration/entityTypes/Individual/attributes/Income"
    }
  }
}
Maximum of

Return the maximum value across members. Supports numeric and date types.

{
  "uri": "configuration/entityTypes/Household/attributes/MaxIncome",
  "function": {
    "type": "aggregate",
    "config": {
      "action": "max",
      "attribute": "configuration/entityTypes/Individual/attributes/Income"
    }
  }
}
Average of

Calculate the average value across all members.

{
  "uri": "configuration/entityTypes/Household/attributes/AverageIncome",
  "function": {
    "type": "aggregate",
    "config": {
      "action": "average",
      "attribute": "configuration/entityTypes/Individual/attributes/Income"
    }
  }
}
Count of all members

Count the number of member entities in the group.

{
  "uri": "configuration/entityTypes/Household/attributes/Members",
  "function": {
    "type": "count",
    "config": {}
  }
}
Count of distinct values

Count the number of unique values for a given attribute across members.

{
  "uri": "configuration/entityTypes/Household/attributes/LastNameCount",
  "function": {
    "type": "countDistinct",
    "config": {
      "attribute": "configuration/entityTypes/Individual/attributes/LastName"
    }
  }
}
Top K values

Retrieve the most frequent values for a given attribute. Maximum of 5 values allowed.

{
  "uri": "configuration/entityTypes/Household/attributes/Top2Names",
  "function": {
    "type": "topK",
    "config": {
      "attribute": "configuration/entityTypes/Individual/attributes/LastName",
      "maxValues": 2
    }
  }
}
Most recent values

Return the most recently updated values for an attribute. Maximum of 5 values allowed.

{
  "uri": "configuration/entityTypes/Household/attributes/Name",
  "function": {
    "type": "mostRecent",
    "config": {
      "attribute": "configuration/entityTypes/Individual/attributes/FirstName"
    }
  }
}
Survived value

Apply a survivorship strategy to populate a group attribute based on contributor values.

{
  "uri": "configuration/entityTypes/Household/attributes/OVBased",
  "function": {
    "type": "survivedValue",
    "config": {
      "attribute": "configuration/entityTypes/Individual/attributes/Income",
      "maxValues": 1
    },
    "survivorshipGroupMapping": {
      "survivorshipStrategy": "MinValue"
    }
  }
}