Create data models

A data model is a representational model of interconnected information that you want to track or analyze. A data model consists of a set of entities and the relationships between those entities, called connections.

Before you create a data model in the application, we recommend that you draw a diagram of the data model. Include the following information in your diagram:

The entities that you want your data model to include.

For each entity, a list of fields that the entity contains.

The connections between each entity. Depending on the relationship between entities, you can create the following types of connections: one-to-many, many-to-one, and many-to-many. For information about the different connection types, see About entity connection types.

For information about an example diagram of a data model, see Sample data model.

Note: The application includes a default System data model that includes the following entities: document, custodian, person, organization, and user. For information about how to grant groups access to the fields that belong to entities in the default System data model, see Enable the data models feature.

To create a data model:

On the Case Home page, under Case Setup, click Data Models.

Click Add.

Type a unique Name for the data model.

Optionally, type a Description of the data model.

Click Save.

Next steps

After you create a data model, add entities to the data model. For more information, see Add entities to a data model.