Industry Templates
The Industry Templates page at /mdm/templates provides pre-built MDM models for common industries — banking, retail, healthcare, manufacturing. Each template ships with entity types, attributes, match rules, hierarchies, and reference data appropriate for that domain.
Why templates
Building MDM from scratch is months of work. A template gets you to "matches and merges customers correctly out of the box" in an afternoon, then you customise from there.
Available templates
| Template | Entities | Notable hierarchies |
|---|---|---|
| Banking — Retail | Customer, Account, Card, Address, Beneficiary | Customer → Accounts |
| Banking — Commercial | Legal Entity, Subsidiary, Account, Relationship Manager | Holding → Subsidiary |
| Retail | Customer, Product, SKU, Order, Loyalty Account | Category → Subcategory → SKU |
| Healthcare — Patient | Patient, Provider, Encounter, Insurance | Provider Network |
| Healthcare — Clinical | Patient, Episode, Diagnosis, Procedure | Care Pathway |
| Manufacturing | Customer, Product, BoM, Work Order, Supplier | BoM |
Each template includes:
- Entity type definitions with attributes and types
- Default match rules with sensible thresholds
- Default merge strategies per attribute
- Reference data sets (countries, currencies, ISO codes, NAICS, SIC, …)
- Sample hierarchies
- DQ rule pack tailored for the domain
Apply a template
The wizard:
- Pick template
- Choose what to install — entities, rules, ref data, DQ rules (each toggleable)
- Set the target catalog where MDM tables will live
- Review and apply
POST /mdm/templates/{name}/apply
{
"target_catalog": "mdm_warehouse",
"components": ["entities", "match_rules", "reference_data", "dq_rules"]
}
After install, your MDM is ready to ingest source data with the bundled rules.
Customisation
Templates are starting points — every component is editable post-install:
- Adjust attributes via MDM Settings
- Tune match rules on Match & Merge
- Modify hierarchies on Hierarchies
- Edit reference data on Reference Data
Customising templates
Author your own templates as YAML under _clxs_artifacts/mdm-templates/. Once present, they appear in the gallery on next reload. Templates are git-friendly.
API
GET /mdm/templates
GET /mdm/templates/{name}
POST /mdm/templates/{name}/apply
Related
- Match & Merge — tunes rules from templates
- Reference Data — bundled ref data lives here
- MDM Overview