Functions of the Enterprise Data Manager

While a master index application cleanses data automatically as it is entered through external system messages or through the EDM, there are instances where it cannot be determined automatically whether two object profiles truly match one another. In these cases, manual review through the EDM is needed to verify the status of the two profiles and then to possibly join two potential duplicate profiles or separate two profiles that were automatically joined. The EDM provides additional functions to help you maintain the data you store. Using the EDM, you can perform the following activities.

• View an Object’s History – The system provides a complete transaction history of each object profile by recording all changes to each object’s data. This allows you to view before and after images of a profile for each change made. The table also records the user ID of the person who made the changes. This history is maintained for both the local system records and the SBR.

• Search for Object Profiles – Using the EDM, you can search for specific objects or sets of objects. The EDM allows you to perform different types of searches using different combinations of data elements, and returns a list of potential matches to your search criteria. For certain searches, the results are assigned a matching weight that indicates the probability of a match.

• Maintain Object Data – The EDM supports all the necessary features for maintaining object profiles. It allows you to add new profiles; view, update, deactivate, or reactivate existing profiles; and compare profiles for similarities and differences. You can also view each local system record associated with an SBR.

• Compare Object Data – The EDM allows you to compare two object profiles in a side-by-side comparison so you can evaluate their differences or similarities. You can also compare different objects within one object profile in the same comparison view. For example, you can compare the profile’s SBR with a record from System A; or you can compare a profile’s record from System A with its record from System B.

• View and Resolve Potential Duplicates – Using algorithm matching logic, a master index application has the ability to identify potential duplicate profiles, and the EDM provides the ability to manually correct the duplicate profiles. Profiles that are potential duplicates can be viewed online in a side-by-side comparison. Potential duplication is resolved by either merging the profiles in question or removing their potential duplicate flags.

• Merge and Unmerge Profiles – You can compare potential duplicate profiles and then merge the profiles if you find them to be actual duplicates of one another. Using the merge feature, you can determine which profile to retain as the active profile. The EDM also allows you to merge system records between object profiles and to specify which information from each system record to preserve in the resulting profile. If two object profiles or system records are merged in error, you can unmerge them, returning the information to the original records. You can also view a history of merges for a profile by viewing its merge tree.

• Audit Log – The system administrator can specify that a log be maintained of each instance that object data is accessed from the EDM. This log provides information such as the user ID of the user who accessed the data, the type of action that was performed against the data, and the date and time of access. From the audit log, you can also view a transaction history for each transaction that caused an audit log entry.

• Security – Security is provided through the application server and includes basic access to the database through user login IDs and passwords, as well as access to specific functions and actions of a master index application. Access can be restricted by functions, actions within functions, data element, and user ID.