Configuring Entity Roles

You can learn how to configure entity roles.

An entity may take on multiple roles. For example, an Organization entity can be both a Customer and a Prospect. A role can be used for multiple entities; therefore, a person and an organization could both be declared to be a prospect, using the single definition of Prospect. Roles Add flavor to entities. One Role can be associated with multiple Entity Types; for example, Individuals, Organization (entities) are Customers (role). Roles can be allocated in the profile view of an Entity.

There is no limit to the number of roles you can add, because you can create roles via changing the metadata configuration. From the management/maintenance perspective, you must keep the number of roles you create for a client at a manageable level because of the complexity.

Use the following steps to configure roles:

  1. Define the properties of the role in the roles collection in the metadata configuration file.

  2. Assign the roles to an Entity Type. These are the array of URIs for the role that can be used in combination with this entity type. For example, an HCP entity object can have these roles, however, Location object cannot.

Tags are similar to Roles, except they may be created ad-hoc in the GUI – Roles must be defined in the metadata configuration.