Learn about enabling grouping advanced mode using L3 configuration and metadata to support high-volume entity grouping.

Advanced mode is configured by defining grouping logic in the groupingTypes section of the metadata. You can specify how entities are grouped, which match rules to use, and how attributes are aggregated into the group entity. Here's a sample configuration:

In your metadata, define a groupingTypes block with the entity type to be created for groups and its member definition, as shown below.

"groupingTypes": [
  {
    "entityType": "configuration/entityTypes/Merchant",
    "members": [
      {
        "entityType": "configuration/entityTypes/Organization",
        "relationType": "configuration/relationTypes/IsMerchantMember",
        "groupingRule": "configuration/entityTypes/Organization/matchGroups/MerchantRule1a"
      }
    ]
  }
]

Define attributeMappings for the group entity to aggregate values from member entities, as shown below:

{
  "attributeMappings": [
    {
      "uri": "configuration/entityTypes/Household/attributes/PhoneNumber",
      "function": {
        "type": "topK",
        "config": {
          "attribute": "configuration/entityTypes/Individual/attributes/PhoneNumber",
          "maxValues": 3
        }
      }
    },
    {
      "uri": "configuration/entityTypes/Household/attributes/Surname",
      "function": {
        "type": "survivedValue",
        "config": {
          "attribute": "configuration/entityTypes/Individual/attributes/LastName",
          "maxValues": 1
        },
        "survivorshipGroupMapping": {
          "attribute": "configuration/entityTypes/Individual/attributes/LastName",
          "sourcesUriOrder": [
            "configuration/sources/FB",
            "configuration/sources/Reltio",
            "configuration/sources/LinkedIn"
          ],
          "fallbackStrategies": [
            {
              "attribute": "configuration/entityTypes/Individual/attributes/LastName",
              "comparisonAttributeOvOnly": true,
              "survivorshipStrategy": "Aggregation"
            }
          ],
          "fallbackUsingCriteria": "ZERO_OR_MORE_THAN_ONE",
          "survivorshipStrategy": "SRC_SYS"
        }
      }
    }
  ]
}

To know which attribute mapping functions are supported in advanced grouping and how they differ from the basic automated grouping capability, see Supported attribute mapping functions for grouping advanced mode.