Levels of Enabling and Disabling Data Cleansing and Data Matching
In Siebel CRM, there are various levels at which you can enable or disable data cleansing and data matching as summarized in the following table. In some of these views you can also specify the vendor used for data cleansing or data matching (the type). The table also shows who is most likely to set the parameters in each view.
| Screen and View | Setting or Parameter | Value | Parameters Set By |
|---|---|---|---|
Values set at the enterprise level |
|||
Administration - Server Configuration, Enterprises, Data Quality |
Enable button Disable button |
Not applicable |
Application administrator |
Administration - Server Configuration, Enterprises, Parameters |
DeDuplication Data Type Data Cleansing Type |
Data Matching Vendor Name Data Cleansing Vendor Name |
Application administrator |
Values set for Data Quality Settings Note: These settings affect all the servers. |
|||
Administration - Data Quality, Data Quality Settings |
Enable DataCleansing Enable DeDuplication |
Yes or No |
Data administrator |
Values set at the object manager level |
|||
Administration - Server Configuration, Servers, select component Data Quality Manager, then click the Parameters tab |
Data Cleansing Enable Flag Data Cleansing Type DedDuplication Enable Flag DeDuplication Data Type |
True or False Data Cleansing Vendor Name True or False Data Matching Vendor Name |
Data administrator |
Administration - Server Configuration, Servers, select Object manager of application (for example, Sales Object Manager (ENU)), then click the Parameters tab |
Data Cleansing Enable Flag Data Cleansing Type DedDuplication Enable Flag DeDuplication Data Type |
True or False Data Cleansing Vendor Name True or False Data Matching Vendor Name |
Data administrator |
Values set at the user level |
|||
Tools, User Preferences, Data Quality |
Enable DataCleansing Enable DeDuplication |
Yes or No |
Data steward and end users Note: A data
steward monitors the quality of incoming and outgoing data for an
organization. |
The values of parameters at the user level override the values at the object manager level. In turn, the values at the in the object manager level override the settings specified at the enterprise level. This allows administrators to enable data matching or cleansing for one application but not another and allows users to disable data matching or cleansing for their own login even if data matching or cleansing is enabled for their application.
However, data matching or data cleansing cannot be enabled for a user login if data matching or data cleansing are not enabled at the object manager level.
Even if data cleansing and data matching are enabled, cleansing and matching are only triggered for business components as defined in Siebel Tools and in the Data Quality - Administration views.
For more information, see the following topics: