Quick Start Guide – Example Configuration

Example Configuration and Use Case

The following use case is provided as an example to help understand the configuration setup within clearMDM.

Match and Merge duplicate Person Account Records ensuring the most accurate data is retained to the Master Record.

As a Retail Manager I want to be able to ensure all Person Account Records hold accurate data so that I can be confident the following will be easier for my team:

  • Improving operational productivity
  • Providing accurate data in the moment
  • Optimising data governance
  • Supporting flexibility in configuration

The Person Account records will be Matched using the following criteria.

  1. Match on First Name, Last Name and Zip/Postal Code.
  2. Blocking Key 1 = Mobile Phone.

The Merge Rules applied will be the following (i.e. field values to be retained to the Master Record):

  1. Mailing Address
  2. Email
  3. Home Phone

The Master Record (winning record) will be created using the following criteria.

  1. Oldest, Created Date, Quality Score (clearMDM field).

Let’s look at each set of configuration individually.

Matching Rules

  1. Match on First Name, Last Name and Zip/Postal Code.
  2. Blocking Key 1 = Mobile Phone.

Follow these steps to setup the Matching Rules (this example is based upon exact match values).

  1. Navigate to the MDM Settings tab.
  2. Select the Target Object tab and edit PersonAccount.
  3. Select the Rules tab and enter the following:

Target Field = First Name, Matching = ticked, Match Type = Exact

Target Field = Last Name, Matching = ticked, Match Type = Exact

Target Field = ZIP/Postal Code, Matching = Ticked, Match Type = Exact

Merge Rules

  1. Mailing Address
  2. Email
  3. Home Phone

Follow these steps to setup the Merge Rules (this example is based upon the newest field value).

  1. Navigate to the MDM Settings tab.
  2. Select the Attribute Groups tab.
  3. Under Attribute Groups, click the Add button and enter the following for Mailing Address:

Is Active? = ticked

Name = Mailing Address

Target Object = PersonAccount

Priority Type = Newest

Target Field Name = All Mailing Address fields

DataSource = PersonAccount (DataSource Tab)

Dynamic Merge Priority Field = Last Modified Date

Save

4. Under Attribute Groups, click the Add button and enter the following for Email:

Is Active? = ticked

Name = Email

Target Object = PersonAccount

Priority Type = Newest

Target Field Name = All Email Address fields

DataSource = PersonAccount (DataSource Tab)

Dynamic Merge Priority Field = Last Modified Date

Save

5. Under Attribute Groups, click the Add button and enter the following for Home Phone:

Is Active? = ticked

Name = Home Phone

Target Object = PersonAccount

Priority Type = Newest

Target Field Name = Home Phone

DataSource = PersonAccount (DataSource Tab)

Dynamic Merge Priority Field = Last Modified Date

Save

In this example there are just 3 Merge Rules, but you can follow the steps to setup as many as required.

Master Record

  1. Oldest, Created Date, Quality Score (clearMDM field).

Follow these steps to set the Master record creation:

  1. Navigate to the MDM Settings tab.
  2. Select the Target Object tab and edit PersonAccount.
  3. Select the Merge Settings tab and enter the following:

Merge Master Priority Field Name = Quality Score

Master Priority 2nd Factor Field Name = Created Date

Master Priority 2nd Factor = Oldest

The above has provided a high level introduction to the MDM Configuration.

To find out more about clearMDM please do not hesitate to contact us at hello@clearMDM.com

Article last reviewed: 2025-01-08

 

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