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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New In This Guide
New and Changed Features for 12c
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 Names Only
1.3.3
Matching Properties
1.3.3.1
Key Profile
1.3.3.2
Cluster Comparison Limits
1.3.3.3
Batch Matching
1.3.3.4
Real-time Options
1.3.3.5
Match Results Configuration for Real-time Jobs
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 Configuration Parameters for Batch Jobs
1.3.6
Staged Data Visibility Settings within Server Console
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
Customizing Customer Data Services Pack
2.1
Using Stand-Alone Batch Matching
2.1.1
Using Stand-Alone Individual Batch Matching
2.1.2
Converting Data to the Interface Format
2.2
Using Cleaning Services
2.2.1
Customizing the Cleaning Services
2.2.1.1
Standardizing Job Titles
2.2.2
Changing Country-Specific Address Cleaning Settings
2.2.2.1
Reducing the Strictness of German Address Validation
2.3
Adjusting Matching
2.3.1
Changing the Key Method To Use During Matching
2.3.2
Reviewing Matches in EDQ
2.3.2.1
Enabling Match Review in Individual Batch Matching
2.4
Modifying Reference Data Used in Matching
2.4.1
Stripping Words/Phrases from Name Fields
2.4.1.1
Removing Noise from Individual Names
2.4.1.2
Removing Noise from Entity Names
2.4.2
Changing Name Standardization
2.4.2.1
Adding Individual Name Standardizations
2.4.3
Resolving Conflicts
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
3.1.4
Output of Match Metadata
3.2
Using Key Generation
3.2.1
Legacy Clustering
3.2.2
Structure of Key Methods
3.2.2.1
Keys for Custom Attributes
3.2.3
Key Method Analysis
3.2.3.1
Running Batch Key Analysis
3.2.3.2
Key Method Analysis Outputs
3.2.4
Individual Key Types
3.2.4.1
Examples
3.2.5
Entity Key Types
3.2.5.1
Examples
3.2.6
Address Key Types
3.2.6.1
Examples
3.3
Using Individual Matching
3.3.1
Matching on the Individual Name logical identifier
3.3.2
Matching on the other logical identifiers
3.4
Using Entity Matching
3.4.1
Entity Name Matching
3.4.2
Matching on other logical identifiers for Entities
3.5
Using ID Matching
3.5.1
Using Unique ID Matching
3.5.2
Using Elimination ID Matching
3.5.3
Using Inverted Elimination ID Matching
3.6
Using Matching with Customer-Added Attributes
3.6.1
Standardization
3.6.2
Matching
3.7
Using Address Matching
4
Installing and Using Data Quality Health Check
4.1
Architecture
4.1.1
Multiple Child Entities
4.2
Installing Data Quality Health Check
4.2.1
Installation Components
4.2.2
Installing the Software
4.2.3
Verifying the Installation
4.3
Configuring Data Quality Health Check
4.3.1
Configuring Business Rules
4.3.2
Configuring the Run Profile
4.3.2.1
Publish to Dashboard Setting
4.3.2.2
Input Source Location, Separator and Encoding Settings
4.3.2.3
Publish Results as CSV Setting
4.3.2.4
Export File Location, Separator and Encoding Settings
4.3.2.5
Default Country Code for AV
4.3.2.6
Results Book Settings
4.3.2.7
Staged Data Visibility Settings Within Server Console
4.4
Configuring the Dashboard
4.4.1
Example: Dashboard By Severity
4.4.1.1
Creating the Summaries
4.4.1.2
Creating the Indexes
4.4.2
Example - Dashboard By Business Function
4.5
Running Health Check Jobs and Viewing Results
4.5.1
Running a Health Check
4.5.1.1
Using the Siebel-Attached Mode
4.5.1.2
Using the Stand-Alone Mode
4.5.2
Viewing Data Quality Health Check Results
4.5.2.1
BI Output
4.5.2.2
EDQ Dashboard
4.5.2.3
Server Console
4.5.2.4
Results Books
4.6
Managing Business Rules
4.6.1
Example - Turning on a Rule
4.6.2
Example - Editing Rules: Adding an Extra Common Title
4.6.3
Example - Editing a Rule: Changing a Value Check
4.6.4
Example - Editing a Rule: Changing the Severity Level
4.6.5
Example - Adding a Rule
4.7
Understanding s
4.7.1
Individual Data
4.7.2
Entity Data
4.8
Dashboard Example Summaries
5
Using Business Services
5.1
Cleaning Services
5.1.1
Address Clean
5.1.1.1
Using Address Clean
5.1.1.2
Interface
5.1.1.3
Parameters
5.1.2
Individual Clean
5.1.2.1
Using Individual Clean
5.1.2.2
Interface
5.1.3
Entity Clean
5.1.3.1
Using Entity Clean
5.1.3.2
Interface
5.2
Key Generation Services
5.2.1
Using Key Generation Services
5.2.2
Interface
5.3
Matching Services
5.3.1
Using Matching Services
5.3.2
Matching Using Multiple Identifier Values
5.3.3
Interfaces
5.4
Data Interfaces
5.4.1
Candidate Interfaces
5.4.1.1
Individual Candidates
5.4.1.2
Entity Candidates
5.4.1.3
Address Candidates
5.4.2
Matches Interface
5.4.3
Key Generation Results Interfaces
5.4.3.1
Real-Time Key Generation Results Interface
5.4.3.2
Batch Key Generation Results Interface
5.5
Real-Time Integration
6
Using Generic Business Data Services
6.1
Individual Name Service
6.1.1
Input Attributes
6.1.2
Output Attributes
6.1.3
Options
6.2
Country Service
6.2.1
Input Attributes
6.2.2
Output Attributes
6.2.3
Options
6.3
Entity Name Service
6.3.1
Input Attributes
6.3.2
Output Attributes
6.3.3
Options
6.4
Email Service
6.4.1
Order of Validation
6.4.2
Input Attributes
6.4.3
Output Attributes
6.4.4
Options
6.5
Published Processors
6.5.1
Standardize Country Code Processor
6.5.1.1
Input Attributes
6.5.1.2
Output Attributes
6.5.1.3
Options
6.5.2
Standardize Country Name Processor
6.5.2.1
Input Attributes
6.5.2.2
Output Attributes
6.5.2.3
Options
6.5.3
Standardize Nationality Processor
6.5.3.1
Input Attributes
6.5.3.2
Output Attributes
6.5.3.3
Options
6.5.4
Validate Country Code Processor
6.5.4.1
Input Attributes
6.5.4.2
Output Attributes
6.5.4.3
Options
6.5.5
Validate Country Name Processor
6.5.5.1
Input Attributes
6.5.5.2
Output Attributes
6.5.5.3
Options
6.5.6
Validate Nationality Processor
6.5.6.1
Input Attributes
6.5.6.2
Output Attributes
6.5.6.3
Options
6.5.7
Standardize Email Address Processor
6.5.7.1
Input Attributes
6.5.7.2
Output Attributes
6.5.7.3
Options
6.5.8
Validate Email Format Processor
6.5.8.1
Input Attributes
6.5.8.2
Output Address
6.5.8.3
Options
6.5.9
Standardize Entity Name Processor
6.5.9.1
Input Attributes
6.5.9.2
Output Attributes
6.5.9.3
Options
6.5.10
Transliterate Entity Name Processor
6.5.10.1
Input Attributes
6.5.10.2
Output Attributes
6.5.10.3
Options
6.5.11
Validate Entity Name Processor
6.5.11.1
Input Attributes
6.5.11.2
Output Attributes
6.5.11.3
Options
6.5.12
Derive Gender Processor
6.5.12.1
Input Attributes
6.5.12.2
Output Attributes
6.5.12.3
Options
6.5.13
Standardize Individual Name processor
6.5.13.1
Input Attributes
6.5.13.2
Output Attributes
6.5.13.3
Options
6.5.14
Transliterate Individual Name Processor
6.5.14.1
Input Attributes
6.5.14.2
Output Attributes
6.5.14.3
Options
6.5.15
Individual Unstructured Name Parser Processor
6.5.15.1
Input Attributes
6.5.15.2
Output Attributes
6.5.16
Validate Gender Processor
6.5.16.1
Input Attributes
6.5.16.2
Output Attributes
6.5.16.3
Options
6.5.17
Validate Individual Name Processor
6.5.17.1
Input Attributes
6.5.17.2
Output Attributes
6.5.17.3
Options
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