1. Getting Started with Your Customer Data Management (CDM) Implementation
  2. Manage Source System Confidence

Manage Source System Confidence

Source system confidence is used to determine the relative reliability of a particular organization (account) or person (contact) attribute (standard or custom) from a particular source system.

This allows the preservation of data from the most reliable source in the master record during the merge operation. Each attribute is given its own source system confidence score. Source system confidence levels range from 0 to 100, and are set by default to 0. When all source system confidence levels are set to 0, all conflicts are listed for the Master Data Management Applications Administrator. The Master Data Management Applications Administrator reviews the list and decides the source system attributes that must be included into the master record.

Here's how you can define source system confidence:

  1. Open the Manage Source System Confidence task from the implementation project. Alternatively, in the Setup and Maintenance work area go to the following:

    • Offering: Customer Data Management

    • Functional Area: Customer Hub

    • Task: Manage Source System Confidence

  2. From the Actions menu, click New. The Define Source System Confidence UI page appears.

  3. Click Object Type drop-down list and select an object type.

  4. Select and move the attributes for which you want to set the source system confidence scores from the Available Attributes list to the Selected Attributes list.

  5. Select a source system code from the Source System Code drop-down list for each attribute. In our implementation case study, we set up three source systems:

    • Vision Corp. (code: VC)

    • First Software (code: FS)

    • Softgear (code: SG)

  6. Enter a value in the Source Confidence field. The value of the source system confidence can range from 0 to 100.

  7. Click New to define the source confidence score for the selected attributes for different systems.

  8. Click Save and Close after defining source system confidence score. All attributes, their source system, and confidence scores are visible in the Manage Source System Confidence UI page.