Creating custom subject area for ICBI

We map the Birst data model to the selected fields in the ICBI message by creating a custom subject area. In the Custom Subject Area you can associate elements of the ICBI message with columns in Birst. This example message highlights key values:

{"type": "inforBusinessContext","data": {"screenId": "fsm_list_Vendor_APManagerDashboard","logicalId": "lid://infor.fsm.fsm","originatingTime": 1559855018228,"entities": [{"entityType": "InforSupplierPartyMaster","id1": "1000","id2": 100,"bodReference": {"accountingEntity": "1000","location": "","documentId": "100","revisionId": "","noun": "SupplierPartyMaster"},"drillbackURL": "?LogicalId=lid%3A//infor.fsm.fsm&drillbackURL=https%3A%2F%2infor.com%"}],"messageText": "Sharing Manage Vendors - Application Administrator "}}

From Admin, select Space Management.
Select the consumer space.
Select Subject Area.
Click New Subject Area.
Name your subject area.

Caution:
The name of the custom subject area must be ICBI. This is case sensitive.
From Group Access, select the Groups that should have access to this subject area.

Note: Users must be a member of a space group that is added to the ICBI subject area in Subject Area > Space Management to use this custom subject area. Otherwise, users will only see a blank screen when accessing the In-Context CSD Analytics widget.
Click Save.
Click and select the columns on the right from the Column picker to add the columns to the list on the left.

Note: Birst only supports Attribute columns for ICBI, not Measure columns.
Select Actions Rename.
The Tree Label is used to map information from the Birst data model to the fields in the ICBI message sent by the application.
Optionally, you can add an accountingEntity mapping when setting up the Custom Subject Area. For the Column Name, you can use the old syntax of ICBI_accountingEntity or the new syntax of ICBI_<EntityType>_accountingEntity, but you cannot use both for an accountingEntity mapping.
Note:
- You can have different accountingEntity column mappings added to the Custom Subject Area for different entity types, and each value can be different.
- If you do not use accountingEntity, you do not have to add an accountingEntity mapping to the Custom Subject Area and the ICBI report is loaded without the accountingEntity filter.
When associating columns to elements in a message, the Column Name uses the following format: ICBI_<EntityType>_id#.
- For example, if you are setting up ICBI for the Manage Vendors page in Infor OS Portal or Infor Ming.le, we can find the entity type and what id1 and id2 map to in the Context Viewer widget. The entity type in this example is InforSupplierPartyMaster. id1 maps to Vendor Group and id2 maps to Vendor Number.
- For the Vendor Group column in Birst, the Tree Label would be ICBI_InforSupplierPartyMaster_id1.
- For the Vendor Name column in Birst, the Tree Label would be ICBI_InforSupplierPartyMaster_id2.

For more information about Custom Subject Areas, see Manage Subject Areas.