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Siebel Data Quality Administration Guide > Configuring Data Quality >
Configuring a New Field for Real-Time Data Matching
When using the Oracle Data Quality Matching Server for data matching, there are a number of steps involved in configuring a new field for real-time data matching. Use the following procedure to configure a new field for data matching. This procedure shows how to add a new field called Position when matching Contacts. To configure a new field for real-time data matching
- In your Siebel application, navigate to the Administration - Data Quality screen, then the Third Party Administration view, and add the vendor field mappings for the new business components. For example:
- Select the Vendor shown in the following table:
- Select the business component operation shown in the following table:
- Add the field mapping shown in the following table:
- Configure the integration object.
- If using the old synchronizer, modify the Identity Search Server synchronization Integration Object by adding the new fields to it. In this example, you must modify the ISS_Contact to add the new Integration Component Field as shown in the following table:
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Position |
DTYPE_TEXT |
50 |
Position |
MyPosition |
NOTE: For a Contact, you must modify the ISS_Contact integration object. For an Account, you must modify the ISS_Account integration object. For a Prospect, you must modify the ISS_List_Mgmt_Prospective_Contact integration object.
- If using the new synchronizer, then do the following:
- Add the new field to the Synchronize Integration Object. In this case, 'SyncContact' IO. For the contact address field, add it to the 'Contact_INS Personal Address' Integration Component.
- Add the new field to the 'DQ Sync Services' user property. In this case, 'Contact_DeDupFlds'. For the contact address field, add it to the 'Contact_INS Personal Address_DeDupFlds' user property.
- Add the new field length to one or both of the following 'DQ Sync Services' user properties:
'Contact_ExtLen'
'Contact_INS Personal Address_ExtLen'
NOTE: It is mandatory that you maintain the same sequence that is detailed in the sdf file. Also make sure that the address fields are grouped together at the end of the sdf file.
- Modify the SDF file (SiebelDQ.sdf):
- Add the new fields to the IDT table in IIR:
In the following example for the old synchronizer, you must add the new Position field to the IDT_Contact. For example:
create_idt
IDT_CONTACT
SOURCED_FROM FLAT_FILE
BirthDate w(60),
CellularPhone w(60),
EmailAddress w(60),
NAME w(100),
HomePhone w(60),
MiddleName w(100),
Account w(100),
City w(60),
Country w(20),
PrimaryPostalCode w(20),
State w(20),
StreetAddress w(100),
RowId w(30)
SocialSecurityNumber w(60)
MyPosition w(60)
WorkPhone w(60)
SYNC_REPLACE_DUPLICATE_PK
TXN-SOURCE NSA
;
In the following example for the new synchronizer, you must add the new Position field to the IDT_Contact.
create_idt IDT_CONTACT
sourced_from odb:15:ssa_src/ssa_src@ISS_DSN
INIT_LOAD_ALL_CONTACTS.BIRTHDATE BirthDate V(60),
INIT_LOAD_ALL_CONTACTS.CELLULARPHONE CellularPhone V(60),
INIT_LOAD_ALL_CONTACTS.EMAILADDRESS EmailAddress V(60),
INIT_LOAD_ALL_CONTACTS.NAME NAME V(100),
INIT_LOAD_ALL_CONTACTS.HOMEPHONE HomePhone V(60),
INIT_LOAD_ALL_CONTACTS.MIDDLE_NAME MiddleName V(100),
INIT_LOAD_ALL_CONTACTS.ACCOUNT Account V(100),
INIT_LOAD_ALL_CONTACTS.CONTACT_ID (pk1) RowId C(30),
INIT_LOAD_ALL_CONTACTS.SOCIALSECURITYNUMBER SocialSecurityNumber V(60),
INIT_LOAD_ALL_CONTACTS.MYPOSITION MyPosition V(60),
INIT_LOAD_ALL_CONTACTS.WORKPHONE WorkPhone V(60),
INIT_LOAD_ALL_CONTACTS.CITY City V(60),
INIT_LOAD_ALL_CONTACTS.COUNTRY Country V(20),
INIT_LOAD_ALL_CONTACTS.POSTAL_CODE PrimaryPostalCode V(20),
INIT_LOAD_ALL_CONTACTS.STATE State V(20),
INIT_LOAD_ALL_CONTACTS.STREETADDRESS StreetAddress V(100),
INIT_LOAD_ALL_CONTACTS.ADDRESS_ID (pk2) ContactAddressID C(60)
SYNC REPLACE_DUPLICATE_PK
TXN-SOURCE NSA
;
- Modify SCORE-LOGIC in the IIR search definition:
A set of field types are provided that are supported by Match Purpose. For Contact Match Purpose, the required and optional field types are shown in the following table:
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Person_Name |
Yes |
Organization_Name |
Yes |
Address_Part1 |
Yes |
Address_Part2 |
No |
Posal_Area |
No |
Telephone_Number |
No |
ID |
No |
Date |
No |
Attribute1 |
No |
Attribute2 |
No |
If you want the new field to contribute to the match score, add it to the SCORE-LOGIC section in IIR search definition. For example:
search-definition
==================
NAME= "search-person-name"
IDX= IDX_CONTACT_NAME
COMMENT= "Use this to search and score on person"
KEY-LOGIC= SSA,
System(default),
Population(usa),
Controls("FIELD=Person_Name
SEARCH_LEVEL=Typical UNICODE_ENCODING=6",
Field(Name)
SCORE-LOGIC= SSA,
System(default),
Population(usa),
Controls("Purpose=Person_Name
MATCH_LEVEL=Typical UNICODE_ENCODING=6",
Matching-Fields
("Name:Person_Name,StreetAddress:Address_Part1,City:Address_part2,State:Attribute1,PrimaryPostalCode:Postal_area,MyPosition:Attribute2")
- Delete the existing system in IIR, and then create a new system using the new SiebelDQ.sdf file.
For more information about creating a new system in IIR (which will hold all the IDT and IDX database tables), see the relevant documentation included in Siebel Business Applications Third-Party Bookshelf in the product media pack on Oracle Software Delivery Cloud.
- Reload the IIR system as described in Initial Loading of Siebel Data into Oracle Data Quality Matching Server Tables.
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