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Specifying Data Quality Settings

Before performing any data matching or cleansing tasks, you must make sure that the appropriate data quality setting parameters are specified.

Use the following procedure to specify the data quality settings for the enterprise.

To specify data quality settings

  1. Navigate to the Administration - Data Quality screen > Data Quality Settings view.
  2. In the Value field for each parameter, apply the appropriate settings.

    The parameters applicable to all SDQ product modules are described in Table 10. The parameters applicable only to the Matching Server are described in Table 11

  3. Log out of the application and log back in for the changes to take effect.

    NOTE:  You do not have to restart the Siebel Server.

Table 10. Data Quality Settings Applicable to any SDQ Product Module
Parameter
Description

Enable DataCleansing

Determines whether real-time data cleansing is enabled for the Siebel Server the administrator is currently logged into. The default value is Yes.

Other values you set for SDQ can override this setting. For more information about this, see Levels of Enabling and Disabling Data Cleansing and Data Matching.

NOTE:  Before the 7.8.2.2 release, this parameter was called Disable DataCleansing.

Enable DeDuplication

Determines whether real-time data matching is enabled for the Siebel Server the administrator is currently logged into. The default value is Yes.

Other values you set for SDQ can override this setting. For more information about this, see Levels of Enabling and Disabling Data Cleansing and Data Matching.

NOTE:  Before the 7.8.2.2 release, this parameter was called Disable DeDuplication.

Force User Dedupe - Account

Determines whether duplicate records are displayed in a pop-up window when a user saves a new account record. The user can then merge duplicates.

If the value is set to No, duplicates are not displayed in a pop-up window, but the user can merge duplicates in the Duplicate Accounts view.

The default value is Yes.

Force User DeDupe - Contact

Determines whether duplicate records are displayed in a pop-up window when a user saves a new contact record. The user can then merge duplicates.

If the value is set to No, duplicates are not displayed in a pop-up window, but the user can merge duplicates in the Duplicate Contacts view.

The default value is Yes.

Force User DeDupe - List Mgmt

Determines whether duplicate records are displayed in a pop-up window when a user saves a new prospect record. The user can then merge duplicates.

If the value is set to No, duplicates are not displayed in a pop-up window, but the user can merge duplicates in the Duplicate Prospects view.

The default value is Yes.

Fuzzy Query Enabled

Determines whether fuzzy query, an advanced search feature, is enabled. The default value is no.

For more information about fuzzy query, see Enabling and Disabling Fuzzy Query

Fuzzy Query - Max Returned

Specifies the maximum number of records returned when a fuzzy query is performed. The default value is 500.

For more information about fuzzy query, see Enabling and Disabling Fuzzy Query.
Table 11. Data Quality Settings for the SDQ Matching Server Only
Parameter
Description

Key Type

Determines the number of match keys generated. Possible values are:

  • Limited. The key generation algorithm performs only the most common permutations and generates fewer keys.
  • Standard. The key generation algorithm performs a wider set of permutations to provide the most exhaustive range of keys.

Match keys are generated by applying an algorithm to the matching fields to derive a set of keys that can be compared for similarity by the Matching Server. The Matching Server generates multiple keys for each existing customer record.

Match Threshold

Specifies a threshold above which any record with a match score is considered a match. Higher scores indicate closer matches (a perfect match = 100).

Possible values are: 50-100.

NOTE:  If you change the Match Threshold value, you must stop and restart the Siebel Server System Service for the change to take effect. For more information about stopping and starting the Siebel Server System Service, see Siebel System Administration Guide.

Search Type

Indicates whether the match algorithm uses a narrow set of matching rules or a more exhaustive set of rules. A more exhaustive set of rules looks for additional data permutations, but typically takes more time to process.

Possible values are: Exhaustive, Narrow, and Typical.
    
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