Table of Contents

• Title and Copyright Information
• Preface
  • Audience
  • Documentation Accessibility
  • Related Documents
  • Conventions
• 1 Installing Customer Data Services Pack
  • 1.1 Planning Your Installation
    • 1.1.1 Prerequisites
    • 1.1.2 Integrating with Siebel
    • 1.1.3 Compatibility Matrix
    • 1.1.4 Components
  • 1.2 Installing EDQ-CDS
  • 1.3 Configuring with Run Profiles
    • 1.3.1 Pre-Initialized Reference Data
    • 1.3.2 Initialize Reference Data Properties
      • 1.3.2.1 Language Domains
      • 1.3.2.2 High Frequency Names Only
    • 1.3.3 Matching Properties
      • 1.3.3.1 Key Profile
      • 1.3.3.2 Cluster Comparison Limits
      • 1.3.3.3 Batch Matching
        • 1.3.3.3.1 Batch Match Threshold
        • 1.3.3.3.2 Batch Compound Comparison and Weighting
        • 1.3.3.3.3 Batch Key Generation and Analysis
      • 1.3.3.4 Real-time Options
      • 1.3.3.5 Match Results Configuration for Real-time Jobs
    • 1.3.4 Address Cleaning Properties
      • 1.3.4.1 Default Country Code
      • 1.3.4.2 Whether Address Verification Should Enable Geocoding
      • 1.3.4.3 Default Allowed Address Verification Result Codes
      • 1.3.4.4 Default Minimum Address Verification Level
      • 1.3.4.5 Default Minimum Address Verification Match Score
      • 1.3.4.6 Number of Lines Returned by the Address Clean Process
      • 1.3.4.7 Post-Processing
    • 1.3.5 Staging Data Configuration Parameters for Batch Jobs
    • 1.3.6 Staged Data Visibility Settings within Server Console
    • 1.3.7 Address Cleaning Per Country
  • 1.4 Initializing Custom Reference Data
  • 1.5 Starting and Stopping Real-time Jobs and Processes
    • 1.5.1 Scheduling a Real-time START ALL Job at Start Up
• 2 Customizing Customer Data Services Pack
  • 2.1 Using Stand-Alone Batch Matching
    • 2.1.1 Using Stand-Alone Individual Batch Matching
    • 2.1.2 Converting Data to the Interface Format
  • 2.2 Using Cleaning Services
    • 2.2.1 Customizing the Cleaning Services
      • 2.2.1.1 Standardizing Job Titles
    • 2.2.2 Changing Country-Specific Address Cleaning Settings
      • 2.2.2.1 Reducing the Strictness of German Address Validation
  • 2.3 Adjusting Matching
    • 2.3.1 Changing the Key Method To Use During Matching
    • 2.3.2 Changing Match Rule Enablement
    • 2.3.3 Turning off Unused Match Functionality
      • 2.3.3.1 Disabling Rules with Lower Scores
    • 2.3.4 Reviewing Matches in EDQ
      • 2.3.4.1 Enabling Match Review in Individual Batch Matching
  • 2.4 Modifying Reference Data Used in Matching
    • 2.4.1 Stripping Words/Phrases from Name Fields
      • 2.4.1.1 Removing Noise from Individual Names
      • 2.4.1.2 Removing Noise from Entity Names
    • 2.4.2 Changing Name Standardization
      • 2.4.2.1 Adding Individual Name Standardizations
    • 2.4.3 Resolving Conflicts
• 3 Using Matching
  • 3.1 Objectives of Matching
    • 3.1.1 Multiple Locales and Languages
    • 3.1.2 Uses of Matching
      • 3.1.2.1 Duplicate Prevention
      • 3.1.2.2 Batch Matching
    • 3.1.3 Match Tuning
    • 3.1.4 Output of Match Metadata
  • 3.2 Using Key Generation
    • 3.2.1 Legacy Clustering
    • 3.2.2 Structure of Key Methods
      • 3.2.2.1 Keys for Custom Attributes
    • 3.2.3 Key Method Analysis
      • 3.2.3.1 Running Batch Key Analysis
      • 3.2.3.2 Key Method Analysis Outputs
        • 3.2.3.2.1 EDQCDS_KEY_ANALYSIS_PROFILE
        • 3.2.3.2.2 EDQCDS_KEY_ANALYSIS_REPORT
        • 3.2.3.2.3 EDQCDS_KEY_ANALYSIS_TOP_VALUES
    • 3.2.4 Individual Key Types
      • 3.2.4.1 Examples
    • 3.2.5 Entity Key Types
      • 3.2.5.1 Examples
    • 3.2.6 Address Key Types
      • 3.2.6.1 Examples
  • 3.3 Using Individual Matching
    • 3.3.1 Matching on the Individual Name logical identifier
    • 3.3.2 Matching on the other logical identifiers
  • 3.4 Using Entity Matching
    • 3.4.1 Entity Name Matching
    • 3.4.2 Matching on other logical identifiers for Entities
  • 3.5 Using ID Matching
    • 3.5.1 Using Unique ID Matching
    • 3.5.2 Using Elimination ID Matching
    • 3.5.3 Using Inverted Elimination ID Matching
  • 3.6 Using Matching with Customer-Added Attributes
    • 3.6.1 Standardization
    • 3.6.2 Matching
  • 3.7 Using Address Matching
• 4 Installing and Using Data Quality Health Check
  • 4.1 Architecture
    • 4.1.1 Multiple Child Entities
  • 4.2 Installing Data Quality Health Check
    • 4.2.1 Installation Components
    • 4.2.2 Installing the Software
    • 4.2.3 Verifying the Installation
  • 4.3 Configuring Data Quality Health Check
    • 4.3.1 Configuring Business Rules
    • 4.3.2 Configuring the Run Profile
      • 4.3.2.1 Publish to Dashboard Setting
      • 4.3.2.2 Input Source Location, Separator and Encoding Settings
      • 4.3.2.3 Publish Results as CSV Setting
      • 4.3.2.4 Export File Location, Separator and Encoding Settings
      • 4.3.2.5 Default Country Code for AV
      • 4.3.2.6 Results Book Settings
      • 4.3.2.7 Staged Data Visibility Settings Within Server Console
  • 4.4 Configuring the Dashboard
    • 4.4.1 Example: Dashboard By Severity
      • 4.4.1.1 Creating the Summaries
      • 4.4.1.2 Creating the Indexes
    • 4.4.2 Example - Dashboard By Business Function
  • 4.5 Running Health Check Jobs and Viewing Results
    • 4.5.1 Running a Health Check
      • 4.5.1.1 Using the Siebel-Attached Mode
      • 4.5.1.2 Using the Stand-Alone Mode
    • 4.5.2 Viewing Data Quality Health Check Results
      • 4.5.2.1 BI Output
      • 4.5.2.2 EDQ Dashboard
      • 4.5.2.3 Server Console
      • 4.5.2.4 Results Books
  • 4.6 Managing Business Rules
    • 4.6.1 Example - Turning on a Rule
    • 4.6.2 Example - Editing Rules: Adding an Extra Common Title
    • 4.6.3 Example - Editing a Rule: Changing a Value Check
    • 4.6.4 Example - Editing a Rule: Changing the Severity Level
    • 4.6.5 Example - Adding a Rule
  • 4.7 Understanding s
    • 4.7.1 Individual Data
    • 4.7.2 Entity Data
  • 4.8 Dashboard Example Summaries
• 5 Using Business Services
  • 5.1 Cleaning Services
    • 5.1.1 Address Clean
      • 5.1.1.1 Using Address Clean
      • 5.1.1.2 Interface
      • 5.1.1.3 Parameters
    • 5.1.2 Individual Clean
      • 5.1.2.1 Using Individual Clean
      • 5.1.2.2 Interface
    • 5.1.3 Entity Clean
      • 5.1.3.1 Using Entity Clean
      • 5.1.3.2 Interface
  • 5.2 Key Generation Services
    • 5.2.1 Using Key Generation Services
    • 5.2.2 Interface
  • 5.3 Matching Services
    • 5.3.1 Using Matching Services
    • 5.3.2 Matching Using Multiple Identifier Values
    • 5.3.3 Interfaces
  • 5.4 Data Interfaces
    • 5.4.1 Candidate Interfaces
      • 5.4.1.1 Individual Candidates
      • 5.4.1.2 Entity Candidates
      • 5.4.1.3 Address Candidates
    • 5.4.2 Matches Interface
    • 5.4.3 Key Generation Results Interfaces
      • 5.4.3.1 Real-Time Key Generation Results Interface
      • 5.4.3.2 Batch Key Generation Results Interface
  • 5.5 Real-Time Integration
• 6 Using Generic Business Data Services
  • 6.1 Individual Name Service
    • 6.1.1 Input Attributes
    • 6.1.2 Output Attributes
    • 6.1.3 Options
  • 6.2 Country Service
    • 6.2.1 Input Attributes
    • 6.2.2 Output Attributes
    • 6.2.3 Options
  • 6.3 Entity Name Service
    • 6.3.1 Input Attributes
    • 6.3.2 Output Attributes
    • 6.3.3 Options
  • 6.4 Email Service
    • 6.4.1 Order of Validation
    • 6.4.2 Input Attributes
    • 6.4.3 Output Attributes
    • 6.4.4 Options
  • 6.5 Published Processors
    • 6.5.1 Standardize Country Code Processor
      • 6.5.1.1 Input Attributes
      • 6.5.1.2 Output Attributes
      • 6.5.1.3 Options
    • 6.5.2 Standardize Country Name Processor
      • 6.5.2.1 Input Attributes
      • 6.5.2.2 Output Attributes
      • 6.5.2.3 Options
    • 6.5.3 Standardize Nationality Processor
      • 6.5.3.1 Input Attributes
      • 6.5.3.2 Output Attributes
      • 6.5.3.3 Options
    • 6.5.4 Validate Country Code Processor
      • 6.5.4.1 Input Attributes
      • 6.5.4.2 Output Attributes
      • 6.5.4.3 Options
    • 6.5.5 Validate Country Name Processor
      • 6.5.5.1 Input Attributes
      • 6.5.5.2 Output Attributes
      • 6.5.5.3 Options
    • 6.5.6 Validate Nationality Processor
      • 6.5.6.1 Input Attributes
      • 6.5.6.2 Output Attributes
      • 6.5.6.3 Options
    • 6.5.7 Standardize Email Address Processor
      • 6.5.7.1 Input Attributes
      • 6.5.7.2 Output Attributes
      • 6.5.7.3 Options
    • 6.5.8 Validate Email Format Processor
      • 6.5.8.1 Input Attributes
      • 6.5.8.2 Output Address
      • 6.5.8.3 Options
    • 6.5.9 Standardize Entity Name Processor
      • 6.5.9.1 Input Attributes
      • 6.5.9.2 Output Attributes
      • 6.5.9.3 Options
    • 6.5.10 Transliterate Entity Name Processor
      • 6.5.10.1 Input Attributes
      • 6.5.10.2 Output Attributes
      • 6.5.10.3 Options
    • 6.5.11 Validate Entity Name Processor
      • 6.5.11.1 Input Attributes
      • 6.5.11.2 Output Attributes
      • 6.5.11.3 Options
    • 6.5.12 Derive Gender Processor
      • 6.5.12.1 Input Attributes
      • 6.5.12.2 Output Attributes
      • 6.5.12.3 Options
    • 6.5.13 Standardize Individual Name Processor
      • 6.5.13.1 Input Attributes
      • 6.5.13.2 Output Attributes
      • 6.5.13.3 Options
    • 6.5.14 Transliterate Individual Name Processor
      • 6.5.14.1 Input Attributes
      • 6.5.14.2 Output Attributes
      • 6.5.14.3 Options
    • 6.5.15 Individual Unstructured Name Parser Processor
      • 6.5.15.1 Input Attributes
      • 6.5.15.2 Output Attributes
    • 6.5.16 Validate Gender Processor
      • 6.5.16.1 Input Attributes
      • 6.5.16.2 Output Attributes
      • 6.5.16.3 Options
    • 6.5.17 Validate Individual Name Processor
      • 6.5.17.1 Input Attributes
      • 6.5.17.2 Output Attributes
      • 6.5.17.3 Options