An ontology is the template for all the actors in your contracts. Define what information should be collected when the ontology is used in a case, and what roles the ontology can have. The configuration applies to all instances of the ontology.
Give the ontology a key, which is used in RuLa, to refer to this ontology.
The key must be written in PascalCase: capitalize each word. If there is more than one word, start each with a capital letter. Omit spaces. Examples: ShipAtSea, HouseOfParliament, Person.
Give the ontology a name in English, for example 'Person', 'Entity', or 'Contract'.
Choose an icon for the ontology which will appear in the navigation bar on the left side of the Case Manager screen.
Show in Navigation
Yes: the ontology will be visible as an icon in the navigation bar on the left side of a user's screen. Clicking the icon gives the user an overview of all the instances of that ontology.
No: the ontology is not displayed in the navigation bar.
Yes: instances of this ontology are automatically managed by the system. A user will not be able to create an instance of the ontology, or delete one.
Example: in a client onboarding case, it could make sense to have 'Contract' as a managed instance, so that users can’t remove the contract instance, because it doesn’t make sense to have zero contracts.
No: the user can add and delete instances of the ontology. Example: user can add as many Signatories as desired.
Set which roles the ontology can have, for example 'AccountHolder' or 'PowerOfAttorney'.
The display name is calculated by the system, by combining values for selected information in the specified order.
Example: the display name for Person can be first_name + last_name.
A step-by-step guide on how to create an ontology can be found here.
The order in which Ontologies appear in a case, is determined by the order they have in the configuration. Find details on how to change this order here.
An ontology interacts with:
Instance: each time an ontology is selected at the start of a new process, an instance of that ontology is created, that will feature in this specific case.
Role: by defining what roles an ontology can take up.
Tabs: Tabs can show all ontologies or only selected ones. In the latter case, ontology should be added to the tab.