Table of Contents

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  1. Preface
  2. Part 1: Introduction
  3. Part 2: Configuring Hub Console Tools
  4. Part 3: Building the Data Model
  5. Part 4: Configuring the Data Flow
  6. Part 5: Executing Informatica MDM Hub Processes
  7. Part 6: Configuring Application Access
  8. Appendix A: MDM Hub Properties
  9. Appendix B: Viewing Configuration Details
  10. Appendix C: Row-level Locking
  11. Appendix D: MDM Hub Logging
  12. Appendix E: Table Partitioning
  13. Appendix F: Collecting MDM Environment Information with the Product Usage Toolkit
  14. Appendix G: Informatica Platform Staging
  15. Appendix H: Informatica Platform Mapping Examples
  16. Appendix I: Glossary

Defining Match Columns

Defining Match Columns

Define match columns for the Party base object.
  1. In the
    Match/Merge Setup Details
    page for the Party base object, click the
    Match Columns
    tab.
  2. Configure the fuzzy match key settings for the Party base object.
    1. From the
      Key Type
      list, select
      Person Name
      .
      The
      Path Component
      is set to
      Root (Party)
      , which is the path component for the
      Person_Name
      fuzzy match key that is added to the Match Columns section.
    2. From the
      Key Width
      list, select
      Standard
      .
      The search range for which the MDM Hub generates match keys is set to the standard size.
      The following image shows the
      Match Columns
      tab with the Person Name fuzzy match key configured:
      The Match/Merge Setup Details page with the Person Name fuzzy match key configured. The key type is set to Person Name. The key width is set to Standard. The Path Component is set to Root (Party).
    The MDM Hub will generate match keys based on the Person Name fuzzy match key that you configured.
  3. Define the Display Name column as the source column for the Person_Name fuzzy match key column.
    1. In the Match Column Contents section, select the
      Display Name
      column from the
      Available columns
      list.
    2. Click the right arrow.
      The Display Name column moves to the
      Selected columns
      list, and the source column for the Person_Name match column is defined.
  4. Add the fuzzy match column, Address_Part1, to contain street addresses.
    1. Click
      Add Fuzzy Match Column
      .
      The
      Add Fuzzy Match Column
      dialog box appears.
      The following image shows the
      Add Fuzzy Match Column
      dialog box:
      The Add Fuzzy Match Column dialog box shows the Party base object as a match path component.
    2. Beside the
      Match Path Component
      field, click
      Edit
      .
      The
      Match Path Component
      dialog box appears.
      The following image shows the
      Select Match Path Component
      dialog box:
      The Select Match Path Component dialog box shows the Party Address Rel relationship base object and the Address base object as match path components.
    3. Select the Address base object that contains the customer address data, and click
      OK
      .
    4. From the
      Field Name
      list, select
      Address_Part1
      .
    5. From the
      Available columns
      list, select the
      Address Line 1
      and
      Address Line 2
      columns that you want to concatenate to create the Address_Part1 match column.
    6. To move the columns to the
      Selected columns
      list, click the right arrow.
      The Address Line 1 and Address Line 2 columns move to the
      Selected columns
      list. The columns are concatenated to create the Address_Part1 match column. The
      Add Fuzzy Match Column
      dialog box appears.
      The following image shows the
      Add Fuzzy Match Column
      dialog box:
      The Add Fuzzy Match Column dialog box shows the Address base object as a match path component.
    7. Click
      OK
      .
      The Address_Part1 match column is added to the Match Columns section.
      The following image shows the
      Match Columns
      tab with the match columns configured for person name and address data:
      The Match Columns tab with the Person Name, and the Address_Part1 match columns is configured.
  5. Add the fuzzy match column, Address_Part2, for customer address data to contain city names and the state codes.
    1. Click
      Add Fuzzy Match Column
      .
      The
      Add Fuzzy Match Column
      dialog box appears.
    2. Beside the
      Match Path Component
      field, click
      Edit
      .
      The
      Match Path Component
      dialog box appears.
    3. Select the Address base object that contains the customer address data, and click
      OK
      .
    4. From the
      Field Name
      list, select
      Address_Part2
      .
    5. From the
      Available columns
      list, select the
      City Name
      and
      State Cd
      columns that you want to concatenate to create the Address_Part2 match column.
    6. To move the columns to the
      Selected columns
      list, click the right arrow.
      The City Name and State Cd columns move to the
      Selected columns
      list. The columns are concatenated to create the Address_Part2 match column.
    7. Click
      OK
      .
      The Address_Part2 match column is added to the Match Columns section.
  6. Add the exact match column, Postal_Area, to contain postal codes for customer addresses.
    1. Click
      Add Exact Match Column
      .
      The
      Add Exact Match Column
      dialog box appears.
    2. Beside the
      Match Path Component
      field, click
      Edit
      .
      The
      Select Match Path Component
      dialog box appears.
    3. Select the Address base object that contains the customer address data, and click
      OK
      .
    4. From the
      Field Name
      list, select
      Postal_Area
      .
    5. In the
      Available columns
      field name, select the
      Postal Cd
      column that you want to use to create the Postal_Area match column.
    6. To move the column to the
      Selected columns
      list, click the right arrow.
      The Postal Cd column moves to the
      Selected columns
      list.
    7. Click
      OK
      .
    The Postal_Area match column is added to the Match Columns section.
The following image shows the
Match Columns
tab with the match columns configured for person name and address data:
The Match Columns tab with the Person Name, Address_Part1, Address_Part2, and Postal_Area match columns configured.

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