Schemas
Our goal is to create a schema to model the data we would ingest from a CRM data source.
To do so, we will
- Create a new schema using the Individual Profile class
- Add out-of-the-box field groups to the new schema
- Create a new custom field group to the schema and add fields to the to the new field group
- Mark specific fields for identity (optional)
WARNING about using unique names {initials} in the following exercises!!!
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 and choose Standard.
3. Select the Manual build type, then Select the XDM Individual Profile class which will introduce some basic fields to the newly created schema and click Next
Adding existing field groups
Extending your schema to add more custom fields requires creating field groups.
- Click on the Add icon within the Field groups section under Composition
- Add these out-of-the-box field groups
- Demographic Details (search of Demo in search box)
- Personal Contact Details (search of Personal Contact in search box)
Creating a new field group
- Click on the Add icon within the Field groups section under Composition.
- Select Create new field group
- Name the field group - HOL Coverage Details Field Group {initials}
- Click on Add Field Groups
Adding an object to your field group
- Click on the Add icon next to the tenant and name your object.
- Repeat steps for all below fields
Customer Details Object {initials}
- Field name = coverageDetailsObject{initials}
- Display name = Coverage Details Object {initials}
- Type = Object
- Field Group = Coverage Details Field Group {initials}
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.
CRM ID
- Field name = crmID
- Display name = CRM ID
- Type = string
- Field Group = select your custom field group
- optional: Identity>Primary Identity>Identity namespace=CRMID
- Field name = email
- Display name = Email
- Type = String
- Field Group = select your custom field group
- optional: Identity>Identity namespace=Email
Enhanced Coverage
- Field name = enhancedCoverage
- Display name = Enhanced Coverage
- Type = String
- Field Group = select your custom field group
Enhanced Coverage Since Date OPTIONAL
- Field name = enhancedCoverageSinceDate
- Display name = Enhanced Coverage Since Date
- Type = String
- Field Group = select your custom field group
Enhanced Coverage Dollar Total OPTIONAL
- Field name = enhancedCoverageDollarTotal
- Display name = Enhanced Coverage Dollar Total
- Type = String
- Field Group = select your custom field group
- Click Save.
Congratulations! You have completed the Schemas exercise.