Master Data Management
The following provides some high level use cases that clearMDM can help with your Master Data Management.
Match Duplicate Records
- Match duplicate records that have the exact same field values, for Company Name and Address.
- Cross field matching rules (e.g. check Phone Number matches across multiple fields).
- Match duplicate records and analyse through the potential match feature.
- Identify Resolution via advanced fuzzy & deterministic logic.
- Match data in real-time, via scheduled job, API or Flow + UI duplicate protection.
Merge Duplicates
- Merge Duplicate Contacts that are associated with the same Accounts.
- Merge Duplicate Records and Group fields by defining survivorship based on recency, quality, trust or frequency.
- Merge duplicates intelligently with flexible priority factors (recency, quality, frequency & trust).
- Group fields & define survivorship based on recency, quality, trust or frequency.
- Cross-field merge (e.g. the most recent, valid address moves to the Billing Address).
- Manage consent across conflicting sources (Consent Management Data Model).
Cleanse Data
- Verify and enrich data in real-time via 3rd party Global Data providers (usage costs apply).
- Standardise and reformat data to improve matching accuracy.
Benefits
- Rollback or restore field values to any point-in-time on the Merge Timeline.
- Automated compliance with data protection and privacy regulations.
- Straightforward to setup and maintain by Salesforce Admins.
- Minimal Data Storage Overhead; duplicates can be retained or removed. Flexible data models.
- Calculate Data Quality metrics to enable quality-driven MDM or for profiling analytics.
- Schedule Jobs to run at a time that is convenient.
To find out more about clearMDM and how it can help with your Master Data Management please do not hesitate to contact us at hello@clearmdm.com.
Article last reviewed: 2024-12-12
