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Entity Type Name: There will be an entry that is just the entity type name (for example “ABA Routing Numbers”). This option allows you to select from a variety of operators that can be used to narrow down the information you want to include or exclude as part of the assignment rule.
Entity Type Exists: This option includes the entity name with “Exists” (for example, “ABA Routing Numbers Exists”). You will then select either True (the selected entity type exists in the file) or False (the selected entity type doesn’t exist in the file) as the value.
Entity Type Frequency: This option includes the entity name with “Frequency” (for examples, “ABA Routing Numbers Frequency). It allows you to choose from different inequalities (equals, is greater than, is at least, is less than, at most, or is at most) to specify the number of time an entity type needs to be identified in a file before it should be assigned to the tracking group.
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The Custom Metadata entity type is the exception to the above options. When you choose Custom Metadata, a text field will display where you need to enter the metadata value (property name). The name you specify will display as the selected entity type for the assignment rule. |
Operator
The operator specifies the relationship between the entity type and the value you will add. The available operators change based on the entity type selected. Entity types that use the “exists” property only provide an “equals” operator. You will then select either True (the selected entity type exists in the file) or False (the selected entity type doesn’t exist in the file) as the value.
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