Creating the Split indexer
Overview
After the Master Data Management (MDM) - Stitch process, you can create a complete customer profile to gain more insights about your customers. SkyPoint platform allows you to define the index for the customers. You can select the attributes to create the index for searching and filtering on the Customers page. The Split indexer helps you to find information about the specific customer or group of customers quickly.
Prerequisite
- You must have completed the Data ingestion and the Stitch process.
To create the Split indexer
- In the left pane, go to Profile > Customers.
The Customers window appears.
❕ Note: When the merge process is completed for the first time and a user navigates to the Customers page, the application will display a 0 Profiles message on the Customers page indicating "Add attributes" is due for search and filter indexing.
- Click Add attributes.
- On the Add Attributes page, select the attributes that you want to display on the Customers page.
❕ Note: The Add Attributes page shows those attributes that you have added during the Stitch > Map process. You can select up to 20 profile attributes. If you wish to add or remove the attributes on the Customers page, you can do it by selecting or deselecting the attributes respectively. However, if you want to remove the attributes from the upstream process, go to the Stitch > Map and remove the attribute from the entity.
- Do one of the following:
| If you want to | Then |
|---|---|
| Save the changes and process your request | Click Done. |
| Close the Add Attributes page without saving any changes | Click Cancel. |
- Once you click Done, the indexing process will start.
To explore the Customers profile
- After the successful run of the Index creation, you can view profiles on the Customers page.
Item |
Description |
|---|---|
| Add attributes | Allows you to add or remove attributes. |
| Show filter | Allows you to filter profile or attribute. |
| Clear filter | Option to remove all the filters on the Customers page. |
| Sort by | Sorts the output in order (ascending or descending) or attributes to view them in preferred order. |
| Refresh ACS | To reactivate the Azure Cognitive Search (ACS) process. For example, when the Add attribute process fails then Refresh ACS will be activated to trigger and rerun the process. |
| Search | Helps you to find the exact item that you need. For example, if you know a customer ID then you can enter it into the Search field to get the profile details of the customer. Note: For an exact match, search in double-quotes. The search function works for all the attributes of the profile. |
- To edit the list of the attributes and modify the Split indexer, click Add attributes and then select Done to apply your changes. It loads selected attributes into the system and displays them on the Customers profile page.
- Select Show filter to apply filter and view the profiles in different groups as per your selection.
A pop-up window appears to define and customize your filter.
- On the Filter profile page, you can search for any filter you want to apply and customize the filter further.
- Click Customize to apply custom Views to save your filters, sorts, or selections.
- If you want to remove the missing or unknown values from the selected list, select the check box Remove null value.
- Click Done to apply your changes.
Next step
Once you have completed the Split indexer, run merge with indexing to merge entities and refresh profiles.