Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Installing Customer Data Services Pack

• 1.1 Planning Your Installation
  • 1.1.1 Prerequisites
  • 1.1.2 Integrating with Siebel
  • 1.1.3 Compatibility Matrix
  • 1.1.4 Components
• 1.2 Installing EDQ-CDS
• 1.3 Configuring with Run Profiles
  • 1.3.1 Pre-Initialized Reference Data
  • 1.3.2 Initialize Reference Data Properties
    • 1.3.2.1 Language Domains
    • 1.3.2.2 High Frequency Name Maps
  • 1.3.3 Matching Properties
    • 1.3.3.1 Cluster Level (Real-time and Batch)
    • 1.3.3.2 Cluster Comparison Limits
    • 1.3.3.3 Match Threshold (Real-time and Batch)
    • 1.3.3.4 Real-time Match Results
  • 1.3.4 Address Cleaning Properties
    • 1.3.4.1 Default Country Code
    • 1.3.4.2 Whether Address Verification Should Enable Geocoding
    • 1.3.4.3 Default Allowed Address Verification Result Codes
    • 1.3.4.4 Default Minimum Address Verification Level
    • 1.3.4.5 Default Minimum Address Verification Match Score
    • 1.3.4.6 Number of Lines Returned by the Address Clean Process
    • 1.3.4.7 Post-Processing
  • 1.3.5 Staging Data for Batch Jobs
  • 1.3.6 Staged Data Visibility
  • 1.3.7 Address Cleaning Per Country
• 1.4 Initializing Custom Reference Data
• 1.5 Starting and Stopping Real-Time Jobs and Processes
  • 1.5.1 Scheduling a Real-Time START ALL Job at Start Up

2 Using Business Services

• 2.1 Cleaning Services
  • 2.1.1 Address Clean
    • 2.1.1.1 Address Search
    • 2.1.1.2 Address Verify
    • 2.1.1.3 Using Address Clean
    • 2.1.1.4 Using Address Clean with Siebel
    • 2.1.1.5 Interface
    • 2.1.1.6 Parameters
  • 2.1.2 Individual Clean
    • 2.1.2.1 Using Individual Clean
    • 2.1.2.2 Interface
  • 2.1.3 Entity Clean
    • 2.1.3.1 Using Entity Clean
    • 2.1.3.2 Interface
• 2.2 Clustering Services
  • 2.2.1 Using Clustering Services
  • 2.2.2 Interface
  • 2.2.3 Parameters
• 2.3 Matching Services
  • 2.3.1 Using Matching Services
  • 2.3.2 Matching Using Multiple Identifier Values
  • 2.3.3 Interfaces
  • 2.3.4 Parameters
• 2.4 Data Interfaces
  • 2.4.1 Candidate Interfaces
    • 2.4.1.1 Specifying ID fields for Multi-value Fields to Identify Value Matched
    • 2.4.1.2 Individual Candidates
    • 2.4.1.3 Entity Candidates
    • 2.4.1.4 Address Candidates
  • 2.4.2 Matches Interface
  • 2.4.3 Cluster Results Interfaces
    • 2.4.3.1 Real-Time Cluster Results Interface
    • 2.4.3.2 Batch Cluster Results Interface
• 2.5 Real-Time Integration

3 Using Matching

• 3.1 Objectives of Matching
  • 3.1.1 Multiple Locales and Languages
  • 3.1.2 Uses of Matching
    • 3.1.2.1 Duplicate Prevention
    • 3.1.2.2 Batch Matching
  • 3.1.3 Match Tuning
• 3.2 Using Clustering
  • 3.2.1 Cluster Level Algorithms
  • 3.2.2 Cluster Values
  • 3.2.3 Individual Clustering Algorithms
    • 3.2.3.1 Examples
  • 3.2.4 Entity Clustering Algorithms
    • 3.2.4.1 Examples
  • 3.2.5 Address Clustering Algorithms
    • 3.2.5.1 Examples
• 3.3 Using Individual Matching
  • 3.3.1 Name-Only Matching
  • 3.3.2 Using Individual Name Matching
  • 3.3.3 Using Individual Secondary Identifier Matching
• 3.4 Using Entity Matching
  • 3.4.1 Using Entity Name Matching
  • 3.4.2 Using Entity Secondary Identifier Matching
• 3.5 Using ID Matching
  • 3.5.1 Using Unique ID Matching
  • 3.5.2 Using Elimination IDs
• 3.6 Using Address Matching

4 Customizing Customer Data Services Pack

• 4.1 Using Stand-Alone Batch Matching
  • 4.1.1 Using Stand-Alone Individual Batch Matching
  • 4.1.2 Converting Data to the Interface Format
• 4.2 Using Cleaning Services
  • 4.2.1 Customizing the Cleaning Services
    • 4.2.1.1 Standardizing Job Titles
  • 4.2.2 Changing Country-Specific Address Cleaning Settings
    • 4.2.2.1 Reducing the Strictness of German Address Validation
• 4.3 Adjusting Matching
  • 4.3.1 Changing the Match Clusters To Use During Matching
    • 4.3.1.1 Turning Off Clusters in Individual Batch Matching
    • 4.3.1.2 Turning Off Clusters in Entity Real-Time Matching
  • 4.3.2 Changing Match Rule Enablement
  • 4.3.3 Turning off Unused Match Functionality
    • 4.3.3.1 Disabling Rules with Lower Scores
  • 4.3.4 Reviewing Matches in EDQ
    • 4.3.4.1 Enabling Match Review in Individual Batch Matching
    • 4.3.4.2 Changing the Decision Key
    • 4.3.4.3 Changing the Decision Key after Decisions Have Been Made
• 4.4 Modifying Reference Data Used in Matching
  • 4.4.1 Stripping Words/Phrases from Name Fields
    • 4.4.1.1 Removing Noise from Individual Names
    • 4.4.1.2 Removing Noise from Entity Names
  • 4.4.2 Changing Name Standardization
    • 4.4.2.1 Adding Individual Name Standardizations
  • 4.4.3 Resolving Conflicts

5 Installing and Using Data Quality Health Check

• 5.1 Architecture
  • 5.1.1 Multiple Child Entities
• 5.2 Installing Data Quality Health Check
  • 5.2.1 Installation Components
  • 5.2.2 Installing the Software
  • 5.2.3 Verifying the Installation
• 5.3 Configuring Data Quality Health Check
  • 5.3.1 Configuring Business Rules
  • 5.3.2 Configuring the Run Profile
    • 5.3.2.1 Publish to Dashboard Setting
    • 5.3.2.2 Source Input File Encoding
    • 5.3.2.3 Publish Results as CSV Setting
    • 5.3.2.4 Export Check Results
    • 5.3.2.5 Address Verification Country Code
    • 5.3.2.6 Results Book Settings
    • 5.3.2.7 Staged Data Visibility Settings Within Server Console
• 5.4 Configuring the Dashboard
  • 5.4.1 Example: Dashboard By Severity
    • 5.4.1.1 Creating the Summaries
    • 5.4.1.2 Creating the Indexes
  • 5.4.2 Example - Dashboard By Business Function
• 5.5 Running Health Check Jobs and Viewing Results
  • 5.5.1 Running a Health Check
    • 5.5.1.1 Using the Siebel-Attached Mode
    • 5.5.1.2 Using the Stand-Alone Mode
  • 5.5.2 Viewing Data Quality Health Check Results
    • 5.5.2.1 BI Output
    • 5.5.2.2 EDQ Dashboard
    • 5.5.2.3 Server Console
    • 5.5.2.4 Results Books
• 5.6 Managing Business Rules
  • 5.6.1 Example - Turning on a Rule
  • 5.6.2 Example - Editing Rules: Adding an Extra Common Title
  • 5.6.3 Example - Editing a Rule: Changing a Value Check
  • 5.6.4 Example - Editing a Rule: Changing the Severity Level
  • 5.6.5 Example - Adding a Rule
• 5.7 Understanding Data Interfaces
  • 5.7.1 Individual Data
  • 5.7.2 Entity Data
• 5.8 Dashboard Example Summaries