Need
In Semarchy xDM, when new data is imported, users may require that the last imported value remains in effect until explicitly changed. The existing "until consolidated value changes" override strategy does not fulfill this need, leading to issues where newly imported data may not update as intended.
Summarized Solution
The solution emulates a "last value stays" policy by using the UpdateDate attribute within the existing strategy. By managing timestamps and attribute groupings within survivorship rules, we can ensure that the last imported values persist until intentionally altered.
Detailed Solution
1. Identify the Attributes in the Survivorship Group:
Review the survivorship rules in your model, especially for the attribute that requires the last value to stay until a new change is intended.
2. Create a Functional Timestamp Attribute:
Define a new functional attribute to act as a timestamp. This attribute will utilize the "UpdateDate" to simulate a change.
Ensure this attribute is added to the survivorship group involved with the attribute needing the last value.
3. Enrich the Attribute Post-Consolidation:
Set up a post-consolidation enricher to ensure the newly created timestamp attribute reflects the current "UpdateDate".
This enrichment ensures that any change to the timestamp is acknowledged as a change to the group of attributes.
4. Set Override strategy to "Until Consolidated Value Changes":
Configure the override strategy for the survivorship group to "until consolidated value changes".
The change in the timestamp attribute will trigger the lifting of any overrides, effectively replacing the value with the latest imported one.
5. Test the Implementation:
Develop scenarios to test the behavior of the survivorship rule to verify that the new imports correctly update the consolidations as expected.
Monitor the records for correct update propagation upon re-importing data.
6. Handle Special Cases:
Observe specific cases where the behavior might vary (e.g., attributes grouped separately acting differently).
Consider grouping attributes strategically to align with expected behaviors and override policies.