How You Validate the Customer Data Management Setup

Customer Data Management comes with validation processes that you can run to validate whether your setup is complete and consistent. The validation process audits your setup and reports back whether dependent setup options are logically consistent.

For example, you may have specified that Groovy scripts must be used to select master records on the Duplicate Resolution Options tab. But you may have forgotten to provide the Groovy scripts. The validation process can identify such inconsistencies in the setup. Validations help reduce the number of issues resulting from improper setup and recommend the actions needed to fix the issues.

You can run the validation processes, after you have configured the duplicate identification and duplicate resolution simplified profile options, in the Setup and Maintenance work area using the following:

• Offering: Customer Data Management

• Functional Area: Customer Hub

• Task: Manage Customer Data Management Options

1. Click the Validate Setup tab.

2. Click the Run Validation Process button.

   The validation report displays:

   • The list of rules that were validated.
   • Their descriptions.
   • The severity of errors.
   • The recommended actions to fix them.

You can go back to the Duplicate Resolution Options or the Duplicate Identification Options tab to change the configurations as per the recommendations and rerun the validation on the Validate Setup tab until you are satisfied with the outcome.