Schemas

11 min

Our goal is to create a schema to model the data we would ingest from a CRM data source with the fields below.

To do so, we will

Create a new schema using the Individual Profile class
Add out-of-the-box field groups
Create a new custom field group
Mark specific fields for identity

Create an Individual Profile Based Schema

Navigate to Schemas under Data Management in Adobe Experience Platform UI

2. Click on Create Schema on the top-right of your screen. Note that the XDM Individual Profile class introduces some basic fields to the newly created schema

3. Name your schema . Please make sure to add your initials to follow the schema name to avoid any naming conflicts with other lab participants.

Adding existing field groups

Extending your schema to add more custom fields requires using field groups.

Click on the Add icon within the Field groups section under Composition

Add these out-of-the-box field groups
1. Demographic Details (search for Demo in search box)
2. Personal Contact Details (search for Personal Contact in search box)
3. Profile Identification Details (search for Identity in search box)

Creating a new field group to onboard Financial profile data

Click on the Add icon within the Field groups section under Composition.
Select Create new field group
Name the field group - Customer Financial Details {add your initials}
Click on Add Field Groups

Adding an object to your field group

1. Click on the Add icon next to the tenant. Name your object. Financial Profile Details + {Your Initials} e.g. Financial Profile Details - Rahu

2. Set the below within Field Properties on the right panel

Field name = financialProfileDetails{your initials}
Display name = Financial Profile Details {your initials}
Type = Object
Field Group = select your custom field group

Click on Apply at the bottom.
Click Save.

Nesting additional fields within your object

Click on the Add icon next to the newly created object. This should create an untitled field nested under that object.
Repeat step for all below fields

Note: be sure to click Apply at the bottom of the Field Properties panel after adding each field.

Customer Since Date

Field name = customerSinceDate
Display name = Customer Since Date
Type = Date
Field Group = select your custom field group

Credit Score

Field name = creditScore
Display name = Credit Score
Type = Integer
Field Group = select your custom field group

Credit Classification

Field name = creditClassification
Display name = Credit Classification
Type = String
Field Group = select your custom field group

Click Save.

Congratulations! You have completed the Schemas exercise.