Templates and Tokens Overview

Templates combined with tokens enable centralized deployment and management of re-usable Rules and Relations across multiple sources with similar processing logic.

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Introduction and Terms

Token

Variable within Project that enables customization of Templates. Token values in free text format are defined for each source that has tokenized templates applied.

Rule Template

A Rule Template defines a reusable Rule where Name, Attribute Name, and Expression can be tokenized. When linked to a source, tokenized attributes are evaluated using that source's token values and saved as a Rule. A template can only be linked to a source once; modifying the template re-evaluates and updates Rules across all linked sources.

Relation Template

A Relation Template defines a reusable Relation where Name, Related Source Name, and Expression can be tokenized. When linked to a source, that source becomes [This] in the saved Relation. Like Rule Templates, a template can only be linked to a source once, and modifications propagate to all linked sources.

Template-Token-Source relationship diagram