How to create an Ontology
Here you will learn how to create an Ontology in Atfinity.

The Basics

In the Configuration menu, select ‘Ontologies’. Then, click ‘Create Ontology’ to start.
In the screen that pops up, enter the basic characteristics of the new ontology:
Field
Description
Key
The key used in RuLa, atfinity's Rule Language, 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
Name
The name of the ontology in English.
Click 'Confirm'.

Set General Parameters

In the 'Ontologies' overview screen, click on an individual ontology to set the following additional parameters.
Option
Description
Icon
Choose an icon to depict the ontology (the icon will for example appear in the Navigation Menu).
Super Ontology
If your ontology has a Super Ontology it will inherit all the information from it.
Example: A 'Person' has a domicile and an address. If 'Natural Person' and 'Legal Person' both have 'Person' as Super Ontology, they will automatically have both pieces of information domicile and address. They can then individually have additional information which is specific to them, e.g. 'date_of_birth' for 'Natural Person' and 'date_of_incorporation' for 'Legal Person'.
Color Tag
Here you can select a color tag. In the ontology overview screen, you will then see this tag next to you ontology. This is useful if you quickly want to find an ontology.
Show in Navigation
Yes: (default) 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, currently present in the application.
No: the ontology remains hidden in the navigation bar.
Managed instances
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.
No: (default) the user can add and delete instances of the ontology.
Has owner
Yes: (default) instances of this ontology have an owner.
No: instances of this ontology are usually accessible by every user of the system.
Name Formula
Write a formula which the application will use to create the name of an instance of this ontology. Example: The formula ‘self.full_name’ uses the information ‘full_name’ of an instance to name it. An instance of the ontology ‘Person’ would therefore be named e.g. Jack Sparrow.
External Data Source
If the external data source is specified, a user in the Case Manager will be able to search for instances in the external system, and copy values from the external system to a case in Atfinity.
Roles
Set which roles the ontology can have in a contract, for example 'Accountholder' or 'Power of Attorney'.

Information and References

The tab ‘Information’ shows you an overview of all the information that can be collected on an instance of the ontology, e.g. in the case of an ontology ‘Person’ this could be first name, last name, date of birth, etc.
Under 'References', you can find the locations in the application that refer to this ontology. The number is the total of those locations.

Copy an Ontology

The ‘Copy Ontology’ button in the top right corner is there to save you time.
When you create an ontology, you need to configure everything from scratch. If you have two similar ontologies it is more efficient to duplicate the first ontology. That way, all the information from the first ontology will also be copied and you only have to adjust the things in the second ontology that are different.