Data Steward Guide

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Manually Merging Records

This section provides a step-by-step walkthrough of the process of manually consolidating (merging) records using the

Merge Manager

and example data. For this example, Informatica MDM Hub is configured to consolidate customer data. Data has been loaded into Informatica MDM Hub and has been processed through the Informatica MDM Hub batch processes. Some records have been queued for manual review.

To merge records:

Select the Merge Manager tool in the Data Steward workbench, or start the Consolidate Records process from the Processes tab.

In the Merge Manager setup screen, select the base object for which you want to merge records and then the package to use for displaying the data.

At this point, you could click

Begin Merge

and Informatica MDM Hub will simply assign the first 50 queued records to you, or you can choose a query.

Either choose a predefined query or define a query by selecting Use Search Wizard from the drop down list. By default, None is selected.

Click

Begin Merge

If you selected Use Search Wizard, the Search Wizard is displayed. You need to specify query parameters.

Click

Add Parameters

to add a parameter. You can, for example, set up the query parameter to find all records where the State contains the string ‘IL’.

Click

Finish

In the Unmerged tab on the Merge Manager screen, select the record that has been queued for merging.

To further refine the search, click the

Search for Potential Matches

button

. The

Search Wizard

is displayed. This is not a mandatory step.

Click

Add Parameters

to add a parameter. Use the

Add Parameters

button to add a new parameter, and then specify the query parameters.

Click

Finish

In this example, the selected record has one potential match, which is displayed in the Matched data list box.

When you sort in Merge Manager or Data Manager, you are sorting the current page of data—not the entire data set. To find rows that are similar you must do a search from the setup page of these tools.

In the Matched Data list box, select one of these rows.

To view the Match Rule for the selected record, click the

Show Match Rule

button. The Rule Properties show that the rule that resulted in the match was determined by the similarity between the full names and addresses on each record. In the Cell Data list box, you see a side-by-side comparison of the Unmerged and Matched Cell records, with comparative trust values for the columns that have trust settings defined for them.

In this example, Address Line1, City, State, and Zip Code all have trust settings, so trust values are calculated for them. Address Line2, Zip4, and Full Address do not have trust rules, so their trust values are blank.

Informatica MDM Hub highlights the most trustworthy values in bold text. If you merge the two records, the resultant consolidated record will have the values shown in bold text.

You can override Informatica MDM Hub by selecting a less trustworthy cell value over a more trustworthy cell value, and specifying a confidence factor for the override. This example keeps the trust recommendations made by Informatica MDM Hub.

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Table of Contents

Data Steward Guide

Data Steward Guide

Manually Merging Records

Manually Merging Records