Creating new data elements

Data elements must be created in a parent data set. You cannot create data elements in the data sets of the base data schema or categories, but you can create as many new data sets as you need for your policy.

  1. Right-click in the Data elements pane of the editor and select New Data Set from the context menu. The new data set is displayed in the editor.
  2. Right-click the new data set and select Properties from the context menu. The Data Set Properties panel is displayed.
  3. Enter a unique Element name and Short (display) name for the data set. Make other settings as described in the Data Set Properties Help.
  4. When you are finished, click OK to save your changes and close the window.
  5. Right-click on the data set that you just created and select New Data Element from the context menu. The new data element is displayed within the data set.
  6. Right-click the new data element and select Properties from the context menu. The Data Element Properties panel is displayed.
  7. Enter a unique Element name and Short (display) name for the data element. Make other settings as described in the Data Element Properties Help.
  8. When you are finished, click OK to apply your changes to the data element and close the window.

Make sure you save your changes when you are finished with this task.

Example data set

The following are properties that you can set for a Credit Account Information data set with three data elements.

Element name credit
Short (display) name Credit Account Information
Set categoryFinancial account identifiers

Under the new Credit Account Information data set, create three data elements with the following properties:

Element namecompany
number
expiration
Short (display) nameCredit Card Company
Credit Card Number
Credit Card Expiration Date
Set categoryFinancial account identifiers

When you have finished creating the data elements, the following is added to your XML policy:

 
<!-- Custom data elements defined by this policy. -->
<DATASCHEMA>
<DATA-DEF name="credit" short-description="Credit Account Information">
    <CATEGORIES><financial/></CATEGORIES>
</DATA-DEF>
<DATA-DEF name="credit.company" short-description="Credit Card Company">
    <CATEGORIES><financial/></CATEGORIES>
</DATA-DEF>
<DATA-DEF name="credit.number" short-description="Credit Card Number">
    <CATEGORIES><financial/></CATEGORIES>
</DATA-DEF>
<DATA-DEF name="credit.expiration" short-description="Credit Card Expiration Date">
    <CATEGORIES><financial/></CATEGORIES>
</DATA-DEF>
</DATASCHEMA>

After the data set has been created, it must be moved to a data group to be declared in your policy.

Copying an existing element

If you determine that you need to model a new data element based on an existing one, follow these steps.

  1. Right-click the data element and select Copy from the context menu.
  2. Right-click the data set where you want to place the new element and select Paste from the context menu. If you do not have a target data set to contain the new element, right-click All Data Elements.
  3. Right-click the pasted data element and select Properties from the context menu. You can modify any of the new data element's properties.

Make sure you save your changes when you are finished with this task.

Related Information