Learn how to create a new profile for an entity type.

Based on your configuration, you can create profiles for various entity types. Let us learn how to create a profile for the Health Care Provider entity type. Before starting this task, ensure you are assigned the READ, CREATE, and UPDATE permissions to enable you to create a profile and add attributes.

Watch this video to learn how to add a new profile.

To create a profile:

1. In the Hub, select Create new profile from the left navigation pane.
2. From the list of entity types displayed, select the entity type for which you want to create a profile. For example, let us select HCP.

   

3. In the Profile view, enter details relating to the profile in the attributes displayed in the facets. In our example, the attributes are related to the Health care providers.

   

   Note: The layout of the Profile view is configured in the UI Modeler. For more information, see topics UI Modeler overview and Configure your profile perspective for an entity type.

   Important attributes such as First Name and Last Name at the top of the form. Depending upon the Profile type, these attributes may vary but typically identify the entity. Enter the values into the attribute fields.

4. In any facet, click + MORE ATTRIBUTES to view a list of more attributes that you can add for the profile. You will see the More attributes dialog.

   

   1. From the More attributes list, select the attributes that you want to add for the new profile.
      Note: By default, the list of attributes are not sorted alphabetically. To view this list in an alphabetical order, you must add a configuration in your UI JSON file. For more details, see topic Configuration to sort list alphabetically.

   2. In the Search field, you can enter search criteria to search for a specific attribute. The icon adjacent to the attribute in the list indicates the attribute type, which can be a simple, nested, or reference attribute.

   3. After making your selections, click on any place outside the More attributes dialog box. The attribute is added and the Profile view scrolls to the position in the facet where the new attributes are added. If you have selected multiple attributes, the last attribute selected is highlighted. You can add the values, as required.
5. After you have entered all the details, click Save at the top right corner of the page. The details are saved and the new profile is created with a new Entity ID assigned to it.

   After you save the profile, you will see the following message:

   

   A background check is initiated to check for any other updates to the profile. If there were updates to the profile, the following message is displayed:

   

   If there were no updates, then the following message is displayed:

   
   Note: You will see these messages only if the entity tpe is part of the check update section in your UI configuration file. If the entity type is included in the auto update section, you will not see these messages. Instead, the page refreshes automatically when there are updates.