Define the data source

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Define the data source

    Before calculating health or risk scores in ServiceNow, you need to define the data source from which the relevant data will be collected. Data can come from either automated key performance metrics (PA indicators) or external sources integrated via APIs. Properly defining the data source ensures accurate, timely collection and aggregation of data for your health and risk score calculations.

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    How to Define the Data Source

    • Access Requirements: Log in as a user with the snacctlc.alesuccessagent role.
    • Navigation: Go to All > Data Context Engine > Data Sources and select Create New.
    • Key Fields to Configure:
      • Name: Provide a name for your data source.
      • Source: Choose between PA indicator (automated metric collection) or External (custom external data).
      • Frequency: Set how often data should be collected (Daily, Weekly, Monthly, Quarterly). For PA indicators, frequency must not be less frequent than the indicator’s collection rate.
      • PA indicator: Select the specific metric if the source is a PA indicator.
      • Breakdown: Define how the health or risk score data will be grouped (such as by account or product).
      • Unit of measurement: Specify units like minutes, hours, or days relevant to the PA indicator.
      • Aggregate: Choose how to aggregate data when collection frequency differs from PA indicator frequency (Average, Sum, Max, Min).
    • Click Submit to create the data source.

    Associating Data Source with Context Tables

    • After creating the data source, navigate to the Contexts related list and create new context entries.
    • Select applicable tables such as the Engagement table for health scores or the Success Outcome table for success outcomes.
    • You can associate a single data source with multiple context tables as needed.
    • Enable the Active checkbox and submit to finalize the setup.

    Next Steps

    Once the data source and context tables are configured, proceed with setting up the context engine mapper to complete the data integration for health and risk score calculations.

    Before the health or risk score can be calculated, you must specify the source from which data is to be collected. Data can be collected either through key performance metrics or external sources.

    To define the data source, follow these steps:
    1. Login as a user with the sn_acct_lc.ale_success_agent role.
    2. Navigate to All > Data Context Engine > Data Sources > Create New.
    3. Enter the following details:
      Field Description
      Name Enter a name for the data source.
      Source Select the source from which the data is to be collected. This can be:
      • PA indicator: An automated scheduled job collects data and creates records in the Context Engine Data table.
      • External: Specify the external data source from which the data is to be collected.
      Note:
      If you select the External option, you must define how this data can be retrieved from the external source or use the Table API to save this information in the Context Engine data table.
      Frequency Select the frequency at which the data should be collected. This can be:
      • Daily
      • Weekly
      • Monthly
      • Quarterly
      Note:
      If you select PA Indicator as your data source, you must select a frequency equal to or greater than the PA Indicator collection frequency. For example, if the PA Indicator is collecting data once a week, you cannot select a frequency that is lower than Weekly here.
      PA indicator Select the metric for which the data is being collected.
      Breakdown Select the attribute or category by which the health or risk score is to be grouped. This can be account, product, and so on.
      Unit of measurement Select the unit of measurement for the PA indicator. This can be minutes, hours, days, months, and so on.
      Aggregate Select how the aggregate score should be calculated. This can be:
      • Average
      • Sum
      • Max
      • Min
      The Aggregate score is useful if you select a Frequency that is different from the collection frequency of the PA indicator. For example, suppose the PA indicator collection frequency is set to Daily, and the Frequency is set to Weekly, you need to calculate the aggregate score for the week. In this case, you can use the average or sum option to calculate the score.
    4. Click Submit to create this data source.
    5. Navigate to the Contexts related list and click New.
    6. In the Context page, select the table for which this data source is applicable. This can be an engagement or success outcome table. You can define multiple context tables for a single data source.
      Note:
      • For calculating the health score, you must select the Engagement table.
      • For calculating the success outcome, you must select the Success Outcome table.
    7. Enable the Active checkbox and click Submit to create the data source. You can associate the data source with one or more context tables.

    After setting up the data source and the context, you set up the context engine mapper.