Exception Management Guide > Task Management > Task Data Export
  

Task Data Export

You can export the data from a task instance to a delimited file. Export the data to share the current state of the data with other users.
When you export a task, you export the record data, the status indicator data, and the workflow identifier values. The export operation adds columns for the status indicator data and the workflow identifier values. The export operation excludes audit trail data.

Exception Task Metadata

When you export data from a correct exceptions task or a review exceptions task, you export all of the task data and metadata. The export operation adds the metadata columns to the start of the delimited file. The export operation creates the same columns for a correct exceptions task and for a review exceptions task.
The following table describes the metadata columns that you export with the task data:
Column Name
Description
ROW_IDENTIFIER
The number of the record row in the database table.
REVIEW_STATUS
The current review status of the record.
A record can have one of the following review status values:
  • - NULL. The user did not update the review status.
  • - REVIEWED. The user reviewed the record.
  • - REJECTED. The user rejected the record.
  • - ACCEPTED. The user approved the record.
WORKFLOW_ID
An identifier for the workflow that generated the task instance.
USER_COMMENT
The most recent note that a user added to the record in the Analyst tool.
UPDATED_STATUS
The current status of the record data.
A record can have one of the following status values:
  • - UPDATED. The user updated the record.
  • - ACCEPTED. The user accepted the record as valid.
  • - REJECTED. The user rejected the record as not valid.
  • - REPROCESS. The user indicated that the record needs additional analysis by another user or by another data process.
  • - NULL. The user did not update the record status.
RECORD_STATUS
The record status that the workflow sets. The workflow sets the status value when it writes the record to an exception data table. The default status is INVALID.

Duplicate Task Metadata

When you export data from a correct duplicates task or a review duplicates task, you export all of the task data and metadata. The export operation adds the metadata columns to the start of the delimited file. The export operation creates the same columns for a correct duplicates task and for a review duplicates task.
The following table describes the metadata columns that you export with the task data:
Column Name
Description
ROW_IDENTIFIER
The number of the record row in the database table.
SEQUENTIAL_CLUSTER_ID
An identifier value for the cluster in the database table. The workflow uses the value to sort the cluster rows in the database.
CLUSTER_ID
The value that the identifies the cluster to which the record belongs.
MATCH_SCORE
A value that indicates the degree of similarity between two records in the cluster. The score is a decimal value between 0 and 1.
IS_MASTER
A value that identifies preferred records in the table. The values are Y for preferred records and N for other records.
UPDATED_STATUS
The update status of the record in the cluster.
A record can have one of the following status values:
  • - UPDATED. The user updated the record.
    • Users can update the preferred record in a cluster.
  • - NULL. The user did not update the record.
  • - EXTRACTED. The user moved the record from the original cluster.
USER_COMMENT
The most recent note that a user added to the cluster in the Analyst tool.
REVIEW_STATUS
The current review status of the cluster.
A cluster can have one of the following review status values:
  • - NULL. The user did not update the review status.
  • - REVIEWED. The user reviewed the cluster that contains the record.
  • - REJECTED. The user rejected the cluster that contains the record.
  • - ACCEPTED. The user approved the cluster that contains the record.
WORKFLOW_ID
An identifier for the workflow that generated the task instance.

Exporting Task Data

Export task data to a delimited file.
    1. Open the task.
    2. From the task actions menu, select Export Data.
    The Export dialog box appears.
    3. Optionally, change the export file name.
    By default, the file name is the task name.
    4. Select or clear the option to export the column names as the first row of the export data.
    5. Click Export.
The Analyst tool exports the data file to the directory structure.