1. Getting Started with Your Customer Data Management (CDM) Implementation
  2. Manage Enterprise Data Quality Matching Configurations

Manage Enterprise Data Quality Matching Configurations

To help you identify duplicate records, the application comes with three predefined ready-to-use matching configurations, one each for the records of type organization (account) and person (contact). These ready-to-use configurations are read-only.

As part of managing Enterprise Data Quality (EDQ) matching configurations, you have the following options:

  • Use the predefined matching configurations shipped ready-to-use with the application.

  • Adapt the predefined matching configurations to your matching requirements by duplicating and editing them.

Note:

There can be only one active matching configuration per object.

Copy a Predefined Enterprise Data Quality Matching Configuration

You can copy or make a duplicate of a predefined Enterprise Data Quality matching configuration by completing the following steps.

Note:

This example demonstrates the procedure for duplicating the matching configuration for the account object. You can use these steps to also create copies of the predefined matching configurations for the contact objects.

  1. Sign in as a setup user having the role Master Data Management Applications Administrator.

  2. Open the Manage Enterprise Data Quality Matching Configurations task from the implementation project. Alternatively, in the Setup and Maintenance work area, go to the following:

    • Offering: Customer Data Management

    • Functional Area: Data Quality Foundation

    • Task: Manage Enterprise Data Quality Matching Configurations

  3. Select the Account Duplicate Identification match configuration, and click Duplicate.

  4. Click Yes in response to the warning message.

  5. Click Save to save the copy of the predefined configuration. When saved you can rename the configuration appropriately. You can enter a name, such as Vision Corp. Account Duplicate Identification Configuration, in the Name field. In case you don't enter a unique name, the application defaults the auto-generated configuration code, for example, C1_DQ_SEED_ACCT_DUP_IDENTIFICATION, as the name.

  6. Repeat steps 2 to 4 to create copies of the predefined match configurations for the contact objects, such as Vision Corp. Contact Duplicate Identification Configuration.

Adapt a Copy of the Predefined Enterprise Data Quality Matching Configuration

You can edit a copy of the predefined Enterprise Data Quality matching configuration, for example a copy of the the matching configuration for the account object, by completing the following steps:

Note:

You can't edit a predefined Enterprise Data Quality configuration. You can only make a copy of it and edit it by following this procedure.

  1. Sign in as a setup user having the role Master Data Management Applications Administrator.

  2. Open the Manage Enterprise Data Quality Matching Configurations task from the implementation project. Alternatively, in the Setup and Maintenance work area, go to the following:

    • Offering: Customer Data Management

    • Functional Area: Data Quality Foundation

    • Task: Manage Enterprise Data Quality Matching Configurations

  3. Select the copy of Account Duplicate Identification match configuration that you created earlier, in our example, Vision Corp. Account Duplicate Identification Configuration.

  4. Click Edit.

  5. Select the Active check box to activate the new configuration.

    Note:

    By default, the predefined configurations are set to active. If there are one or more copies of the predefined configurations, then you can activate any of the copies by selecting the Active check box. You must build the keys before you can set a configuration to active. Only one configuration can be activated at a time. Make sure that the Usage option is set to Both, which indicates that the configuration is for both for real-time and batch matching.

  6. Click Yes in response to the warning message to set this configuration as active.

  7. In the Match Attributes section, you can edit the mapping between EDQ Match Identifier and application attributes as follows:

    1. Select a row and click the attribute drop-down list arrow of the selected row.

    2. Select the relevant attribute from the list.

    3. If the list doesn't display the attribute that you want to map, then click Search in the drop-down list to search for the attribute.

    4. Select the relevant option and click OK.

    For more information about mapping matching attributes, see Mapping Matching Attributes.

  8. You can set the real-time and batch key generation options and matching configuration parameters as follows:

    1. Select Typical in the Cluster Key Level drop-down list of the Key Generation Options section.

    2. In the Score Threshold field, enter 85.

    3. In the Match Results Display Threshold field, enter 20.

    Note:

    The Match Results Display Threshold option isn't available for Batch. For more information, see the section: Best Practices for Mapping Matching Attributes.

  9. Click Save.

  10. At this point, you can Click Review Configuration Results from the Actions menu to review the results of your matching configuration. Alternatively, at any point, you can click Preview Configuration from the Actions menu to test your matching configurations definition without rebuilding the keys. For more information, see the section: How You Preview and Review Configuration Results.

  11. Click Save and Close.

How You Preview and Review Matching Configuration Results

At any point, during the definition of the matching configuration, you can click Preview Configuration from the Actions menu to test your matching configuration definition without rebuilding the keys. Once you're satisfied with the definition of the matching configuration, you can build the keys and set the configuration to active. You can then click Review Configuration Results from the Actions menu to review the results of your matching configuration:

The Review Configuration Results option lets you evaluate if the attributes and parameters entered for matching in the Edit EDQ Matching Configuration page return the expected results. You can also test the results of one or more of the following matching configuration parameters:

  • Cluster Key Level

  • Score Threshold

  • Maximum Candidates

  • Match Results Display Threshold

You can review the configuration results of the Contact Duplicate Identification matching configuration by completing the following steps:

  1. Click the Review Configuration Results button on the Edit EDQ Matching Configuration page for the Vision Corp. Contact Duplicate Identification Configuration.

  2. Enter values for the Matching Configuration parameters as required.

  3. Enter some sample data into Review Configuration Results UI page, for example, as follows:

    Match Configuration Parameters

    • Cluster Key Level: Exhaustive

    • Score Threshold: 50

    • Maximum Candidate: 99

    • Match Results Display Threshold: 20

    Match Attributes

    • PersonFirstName: Lisa

    • PersonLastName: Jones

    • Address1: 300 Oracle Pkwy

  4. Click Find to verify whether the records returned as potential duplicates meet your expectations.

For more information about managing EDQ server configurations, see Enterprise Data Quality Matching Configurations, Define Data Quality, Implementing Customer Data Management.

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