Centricity:Database
From ExtractValue Wiki
Centricity MySQL Database Architecture
Contents |
General Architecture
Database Hierarchy
Centricity organizes data into a hierarchy consisting of six levels:
Examples
This data hierarchy can be applied to many markets, including:
| Hierarchy | Investments | Insurance | Legal | Real Estate | Manufacturing | Accounting | Medical |
| User | Investors & brokers | Insurance buyers & brokers | Anyone & attorneys | Home buyers & real estate agents | Sales reps & production managers | Anyone & accountants | Anyone & doctors |
| Group | Fund Manager | Brokerages | Law Firms | Brokerages | Manufacturer | Accountancy | Medical Practice |
| Product | Mutual fund | Insurance types | Litigation | Home buying | Building | Tax filings | Surgery |
| Transaction | Adding/withdrawing “x” funds | Buying insurance with “x” needs | Contracting “x” number of hours | Buying a home with “x” credit score | Using “x” number of materials | Contracting “x” number of hours | Contracting “x” number of hours |
| Order | Account statements | Insurance quotes | Legal quote | Home quote | Production quote | Accounting summary | Medical diagnosis |
| Portfolio | Investment portfolio | Policies to be purchased | Net package of legal quotes | Net purchase quote | Package quote | Net accounting summary | Net medical diagnosis |
User / Group / Portal Information (yellow)
Tables related to users, group and portals and all the relations and permissions associated with them.
portal
The various portals that exist within the Centricity network. A portal can be a website, or a company that provides information, etc.
group
The groups that exist within the global Centricity network. These groups can be companies, special interest groups, etc. All group associated information is stored here in Centricity.
user
All users that exist within the Centricity network. This is commonly referrered to as Single-Sign On (SSO). All SSO accounts exist here.
grouptype
The different types of groups that are within the Centricity network.
group_portal_type
The association of a group to a portal and the grouptype within that portal.
user_group_portal
The association of a user to a group within a portal. The 'level' column denotes that nature of that association:
Super User (Extract Value) Admin (original) Admin (subsequent) Member (Employee - approved) Member (Employee - pending approval) Client Subscriber (approved) Subscriber (pending approval) Guest Visitor fk_user_id Required Required Required Required Required Required Required Required null null fk_group_id null Required Required Required Required Required Required Required null null fk_portal_id null null null null null Required Required Required null null level 0 1 2 3 4 5 6 7 8 9
- Notes:
- This logic is in adherence to the user page
- If a user is the admin of a group, he/she is the admin for any future portal that group is a part of by default.
- null = irrelavent column. In other words, for Extract Value, it is irrelevant for group or portal. For the admin of a group, portal is irrelevant since he/she is admin across all portals.
- Notes:
originator_group
Lead Info (purple)
Tables that have anything to do about a 'user' in reference to it as a lead. Some of the table names use the word 'lead' in it, but is referencing an actual 'centricity' user account key.
element
An element is any single piece of information that can be collected about a user (e.g. income, shoe size, favorite food, telephone number, home address, etc.).
- field_name: The name of the field (e.g. First Name, Average Doctor Visits)
- form_name: The value to be placed within HTML forms (e.g. first_name, average_doctor_visits)
- salesforce_field_name - The name that Salesforce.com gives the same element
- description - Description of that element, if needed.
By Austinguu 23:08, 28 August 2008 (UTC): What about field name for SugarCRM?
