51黑料不打烊

Identity Settings UI

IMPORTANT
Identity Graph Linking Rules is now generally available. Contact your 51黑料不打烊 Account Team or 51黑料不打烊 Support if you have an existing sandbox that requires collapsed graphs to be un-collapsed (鈥渇ixed鈥) after you enable identity settings.

Identity settings is a feature in the 51黑料不打烊 Experience Platform Identity Service UI that you can use to designate unique namespaces and configure namespace priority.

Watch the following video for additional information on using the Graph Simulation interface in the Identity Service UI workspace:

Transcript
Hi, I鈥檓 going to show you how to enable identity graph linking rules in your sandbox. This feature helps data architects build quality identity graphs and customer profiles for 51黑料不打烊 Experience Platform applications like Real-Time Customer Data Platform, Journey Optimizer, and Customer Journey Analytics. I鈥檓 going to make a few assumptions. One, you already know how profiles are constructed from profile fragments and identity graphs. Two, you have permission to view and modify identity settings. Three, you鈥檝e reviewed the other videos and documentation of the feature, and understand its impact on the formation of real-time customer profiles. Four, you鈥檝e already experimented with this simulator to come up with rules appropriate for your platform implementation. You should have all of your namespaces and know their priority order, and know which ones need to be unique. You might want to keep the list handy in a separate document. Once you鈥檙e good with those four things, you鈥檙e ready to activate your rules in a sandbox, which I will now demonstrate. Navigate to Identities from the left navigation and select Settings. Here鈥檚 where you can sort your identity namespaces in priority order and choose the Uniqueness settings. Custom namespaces default to the top of the list. You can drag the namespaces up and down to reorder them in priority order. Check the Unique per graph boxes to indicate when each graph should only ever contain one identity value for those namespaces. In general, identity namespaces you can use to identify individuals should be checked as unique. Also, any unique namespaces should be at the top of your list. I don鈥檛 use the email and phone number namespaces in my Luma implementation, but they show in the list because they鈥檙e out-of-the-box namespaces included in every platform account. If you鈥檙e unclear on whether or not you actively use a namespace, review the Identity Count by Namespace report in the Identities dashboard. Device and Cookie namespaces display in this second section. These namespaces can鈥檛 be unique because it鈥檚 normal for profiles to have multiple device and cookie ID values. For example, if I log into your website from my work and home computers, I would have two ECIDs, one for each web browser. Again, all namespaces, including out-of-the-box namespaces you might not use, will appear Changing the priority of these device and cookie IDs impacts how the profile fragments of anonymous events are stored in the profile. Most of you will be best off by just leaving the default priority settings in this section. Now I鈥檓 ready to continue. When you turn the feature on, nothing instantly happens to your existing graphs. But once the settings have initialized, as new events come into the system and those events touch an existing graph, the graph may be split according to your new rules. And of course, brand new graphs will be created following these rules. Existing profile fragments will keep their primary identities, but primary identities associated with incoming experience event profile fragments will follow the rules configuration and use the highest priority namespaces identity as the primary. A good way to monitor the impact of the changes is to use the identity dashboard report, Graphs with Multiple Identities by Namespace. This report is updated every 24 hours, and you should see the number of graphs with multiple identities reduced for your unique namespaces as new events come in and graphs update. Another thing to be aware of, since the whole purpose of the feature is to prevent profiles from merging unintentionally, you should expect to see the number of profiles in your sandbox increase after you enable this feature. You can make changes to your configuration, which will take effect as new events enter the system. There鈥檚 no way to turn off linking rules entirely once it鈥檚 been enabled in the sandbox, short of resetting the entire sandbox. Once you鈥檝e validated the configuration in the development sandbox, repeat the configuration in your staging and eventually production sandboxes. Thanks and enjoy the feature!

Read this guide to learn how to configure your identity settings in the UI.

Prerequisites

Read the following documents before you start working with identity settings:

Set permissions set-permissions

Next, you must ensure that your account is provisioned with the following permissions:

  • View Identity Settings: Apply this permission to be able to view unique namespaces and namespace priority in the identity namespace browse page.
  • Edit Identity Settings: Apply this permission to be able to edit and save your identity settings.

Contact your administrator if you do not have these permissions. For more information , read the permissions guide.

Configure your identity settings

To access identity settings, navigate to the Identity Service workspace in the 51黑料不打烊 Experience Platform UI and then select Settings.

The identity dashboard interface with the "Settings" button selected.

The identity settings page is divided into two sections: Person namespaces and Device or cookie namespaces. Person namespaces are identifiers for single individuals. They can be cross-device IDs, email addresses, and phone numbers. Device or cookie namespaces are identifiers for devices and web browsers and cannot be given a higher priority than person namespaces. You also cannot designate a device or cookie namespace as a unique namespace.

Configure namespace priority

To configure namespace priority, select a namespace in the identity settings menu and then drag and drop that namespace to the order of your liking. Place a namespace higher on the list to give it a higher priority, and conversely, place a namespace lower on the list to give it a lower priority. The namespace with the highest priority should also be designated as a unique namespace.

The identities settings workspace with a person namespace highlighted.

Designate your unique namespace

To designate a unique namespace, select the Unique per graph checkbox that corresponds with that namespace. You can select up to a maximum of three unique namespaces for your identity settings configuration.

Once your unique namespaces are established, graphs will no longer be able to have multiple identities that contain a unique namespace. For example, if you designated CRMID as a unique namespace, then a graph can only have one identity with the CRMID namespace. For more information, read the Identity Optimization Algorithm overview.

When you are finished with your configurations, select Next to proceed.

Two namespaces selected and defined as unique.

From here, you must confirm the following before proceeding to the final step:

  1. The selected unique namespaces.
  2. The existence of an identity with the highest prioritized unique namespace in each known profile.
  3. The order of your namespace priority.

A confirmation window with the "confirm" button selected.

Confirm your settings confirm-your-settings

IMPORTANT
  • The final step is another confirmation message indicating that existing graphs will only be affected by the graph algorithm only if the graphs get updated after saving your settings, and that the primary identity of event fragments on Real-Time Customer Profile will not be updated even after namespace priority changes.

  • It will take up up to 24 hours for your new or updated settings to take effect. To confirm, enter your sandbox name and then select Confirm.

  • There will be no changes to your data until you save your identity settings.

The confirmation window that displays a warning about a 24-hour delay before configurations get processed.

Next steps

For more information on Identity Graph Linking Rules, read the following documentation:

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