How canonical code can be defined and displayed in the RDM "edit canonical value" panel?

Question  

In the Picture below we expect Canonical Code to be CLIENT, Reltio source has Value and code set as CLIENT, Source WSMDM is set to EMPLOYER as value and code.

The expected result should have the canonical code of CLIENT but it's showing EMPLOYER.

Answer

If we perform the following series of actions.

•  Add the below value for the first source.

• Add the second value.

• Add the second value as a canonical value.

• Finally, save and check the canonical value.

• Now the metadata configuration is defined as:

{
"tenantId": "iwV8M2itLQBgKCI",
"type": "rdm/lookupTypes/TESTLOOKUP",
"code": "THIRDVAL",
"enabled": true,
"sourceMappings": [
{
"source": "Reltio",
"values": [
{
"code": "THIRDVAL",
"value": "ThirdVal",
"description": "",
"enabled": true,
"canonicalValue": false,
"downStreamDefaultValue": true
}
]
},
{
"source": "AMA",
"values": [
{
"code": "THIRDVALUE",
"value": "Thirdvalue",
"description": "",
"enabled": true,
"canonicalValue": true,
"downStreamDefaultValue": true
}
]
}
],
"startDate": 0,
"endDate": 0,
"updatedBy": "swaraj.sharma@reltio.com",
"updateDate": 1626969469625,
"version": 2
}

• The platform is performing as expected.   You marked "Thirdvalue" as a canonical value for the third lookup.

• The below dialog shows that the canonical code for this lookup is THIRDVAL

• If you look at the JSON, it shows that changes were applied as follows:

canonical code: THIRDVAL
canonical value: Thirdvalue

Reference

https://docs.reltio.com/rdm/rdm.html?hl=canonical%2Ccodes%2Cvalues