Creating Models From the Toolbox Using Metadata

This feature enables you to manually create a model in the Relationship Analysis Client Toolbox using metadata. First you add information types, in the form of entities, and then you can add relationships between those entities. You can completely populate the model from within the Relationship Analysis Client, or you can create the structure of the model in the Relationship Analysis Client and then populate it by mapping input fields to entities and relationships from within the Write to Hub stage. You can also add entity types in the Relationship Analysis Client but add the relationships in the Write to Hub stage; you are not required to add relationships in the Relationship Analysis Client.

When you create a new model using metadata, you can select icons from several categories to represent your entities:
  • People—male and female icons from all kinds of professions and walks of life
  • Places—houses, buildings, churches
  • Transportation—cars, trucks, planes, helicopters, boats, bikes
  • Financial—cash, coins, gold bars, shopping images
  • Abstract—various forms of media, tools, success/failure images, pawns, stars, and more
  • Shapes—circles, squares, triangles, pentagons, hexagons, stars
  1. From the Model ribbon on the Home tab, click New.
  2. Select Metadata.
  3. If you want your new model to use an existing model's metadata, check the Copy metadata from model box and select the model whose metadata you want to use.
  4. Click OK.
  5. Select an entity icon from one of the groups in the Toolbox and drag it onto the model canvas. The Add Entity Type dialog box appears.
  6. Enter the type of entity you are creating, such as "Person" or "Firm", in the Type field.
  7. Add Properties to the entity by completing the Name and Type fields. For example, if you were building a model of insurance data, you might include ZIP Code information for providers. In that case, you would enter "ZIP" as the name of the property, followed by "String" as the type.
    Note: The Type field will automatically populate when you enter a name, but you can select another type from the drop-down box if necessary.
  8. Enter the Index Type for the entity.
    • None—The data will not be stored in the index.
    • Exact—The data will be indexed as-is, with case sensitivity.
    • Case Insensitive—The data will be indexed without case sensitivity.
  9. Click Add. The new entity appears.
  10. Repeat steps 5-9 to add additional entities to the model.
  11. Click OK.
  12. With two or more entities on the canvas, click the Relationships tab in the Toolbox. The <New> icon will be selected by default.
  13. On the canvas, click and drag from the source entity to the target entity and release the mouse. The Add Relationship dialog box appears.
  14. Enter a Label for the new relationship. This label describes the relationship between the two entities you are connecting. For example, if you were building a model of insurance data, the label might be "Visited" (between a patient entity and provider entity) or "Billed" (between a provider entity and an insurance company entity).
  15. Add Properties to the relationship by completing the Name and Type fields. For example, if you were building a model of insurance data, you might include an amount for a "Billed" relationship. In that case, you would enter "Amount" as the name of the property, followed by "Integer" as the type.
    Note: The Type field will automatically populate when you enter a name, but you can select another type from the drop-down box if necessary.
  16. Click Add, then OK. The relationship appears between the entities.
  17. Click Save and enter the name of your new model in the Save As dialog box.