Identity stitching setup
Entities setup is typically done by the CDP technical consultant.
In the Administration/Entities/Identity Stitching tab, it is possible to: create, edit and delete rules that will apply to identity stitching.
Each customer database is different, therefore, it is essential to approach each identity stitching individually. The Meiro algorithm will calculate customer identities based on rules defined on what identifiers to choose and where they can be found.
Warning: Changed rules will be applied to new events (not historical ones).
Warning: To set identity stitching, it is important to define events first.
Learn more: To learn about identity stitching, please refer to this article.
Stitching Category Creation
To create a rule, click the 'Create stitching category' button and fill out the ID and name of the stitching category in the modal window. Ensure you use a unique ID consisting of only small letters and containing no spaces, numbers, or special characters.
After you click the create button, you will be moved to the stitching category detail page:
|Name||Name of the stitching category. You can edit it if needed.|
|Category ID||ID which was given in the previous step in the modal window. It cannot be changed.|
|Event||Select events where this attribute can be found.|
|Value||Define the value that will be stitched further and wherein the payload it will be located.|
Remember: It is possible to set multiple rules for one attribute.
Remember: it is not possible to modify or delete system stitching rules or remove the stitching category that contains these rules.
Stitching rule graph
The “Stitching Rules Graph” within the CDP is a visual representation for Identity Graph review, mapping connections between events. The primary purpose of this graph is to allow users to explore the connections between various events, offering insight into how identities are established and shedding light on the identity-stitching process.
In this graphical representation, each node corresponds to a distinct event, while edges signify the connections that identity resolution can establish between these events. All identifiers are color-coded based on the event color.
Clicking on any identifier highlights it, making it easier to investigate its relations with other events. For example, clicking on “stitching email” would display only the edges associated with that identifier, allowing users to focus on specific rules governing email-related events.
The "Stitching Rules Graph" serves multiple key use cases:
- Visual representation of stitching categories and rules: This feature eliminates the need to delve into each individual rule for every event. You can instantly see how events are interconnected and identify potential errors in the stitching rules.
- Data completeness assurance: The graph also plays a crucial role in ensuring data completeness. For example, it can highlight situations where you've created an event with an identifier but accidentally missed extracting the email from it, even if it's present in the event's payload. By focusing on all email-related edges, you can quickly spot these missing connections and fix them in your profile stitching.