1. Data Cleansing - Duplicate Identification and Resolution
Author: Roberto Negro
Date: Dec. 2007
Fusion Customer Hub
Data Cleansing - Duplicate Identification and Resolution

2. A Day in a life of a Data Steward Customer Data Mastering
Data Profiling
Data Cleansing
Data Normalization & Mapping
Data Import
Duplicates Identification
Duplicates Resolution
Data Quality Analysis
Data Cetification
Data Archiving

3. Complete View of Data Management Customer Data Steward Dashboard
Consolidated dashboard providing an overview of all data management tasks and status
Single point of entry for data steward day to day tasks, with easy navigation to individual work areas
Integrated Hub 360 tree for comprehensive view of all customer profiles and important relationship and child entities

4. Data Steward – Data Cleansing Duplicate Identification and Resolution

5. Data Steward – Data Cleansing Duplicate Identification

6. Data Steward – Data Cleansing Duplicate Identification – Regional Search

7. Data Steward – Data Cleansing Duplicate Identification – Local Area Basic Search

8. Data Steward – Data Cleansing Duplicate Identification – Local Area Advanced Search

9. Data Steward – Data Cleansing Duplicate Identification – Search Results

10. Data Steward – Data Cleansing Duplicate Identification Workarea

11. Duplicate Identification Create Duplicate Identification Batch (Party Type = Person)

12. Duplicate Identification Create Duplicate Identification Batch (Party Type = Person)
Created by
Creation date
First name
Last modified date
Last name
Last modified by
Name
Source system reference
Taxpayer identification number
Address
Address line 1
Address line 2
City
Country
Created by module
Created by
Creation date
Validation indicator
Last modified date
Last modified by
Source system reference
Postal code
State
Time zone
Billing account
Account description
Account number
Created by
Creation date
Last modified date
Last modified by
Source system reference

13. Duplicate Identification Create Duplicate Identification Batch (Party Type = Organization)

14. Duplicate Identification Create Duplicate Identification Batch (Party Type = Organization)
Orgnization
Created by
Creation date
D-U-N-S number
HQ branch indicator
Last modified date
Last modified by
Organization name
Source system reference
SIC code
Taxpayer identification number
Address
Address line 1
Address line 2
City
Country
Created by module
Created by
Creation date
Validation indicator
Last modified date
Last modified by
Source system reference
Postal code
State
Time zone
Billing account
Account description
Account number
Created by
Creation date
Last modified date
Last modified by
Source system reference

15. Data Steward – Data Cleansing Duplicate Identification – Assign Batch

16. Data Steward – Data Cleansing Duplicate Identification – Batch Details

17. Exercise Connect as Data_Steward_Mgr/Welcome1
Try to identify duplicates in the data that was imported using file Import or Data Import

18. Questions & Answers
Oracle - RPA Confidential - Do not share outside of Oracle or RPA

19. Data Steward – Data Cleansing Duplicates Resolution

20. Duplicate Resolution Options Merge vs Link
Flexible options for duplicate resolution
Merge: creates a single record and re-points all transactions to the new record
Link: creates an internal cross reference between all the records participating in the link
Satisfy business needs when duplicates need to be maintained on purpose while still maintaining single view of the customer
Supports registry and transactional style deployments
© 2008 Oracle Corporation – Proprietary and Confidential

21. Data Steward- Duplicate Resolution Productivity - Tasks Assignment and Escalation
Ability to assign duplicate resolution requests to data stewards
Supports assignment of multiple items
Notification support when resolution requests are assigned, rejected completed or error.
Multi step review, approval of duplicate resolution process

22. Data Steward - Duplicate Resolution Preserving the right Information
Ability to select the master record to keep after merge
Ability to resolve conflicts in attribute values, and enter/modify attribute values during the merge process
Ability to resolve conflicts in selected child entities
Ability to save the merge process for further review and approval

23. Data Steward – Duplicate Resolution Enforce Governance via Merge Rules
Ability to specify merge rules declaratively using business rules engine
Enforcing enterprise governance policies without the need of coding
Agreement rules are a set of merge prevention rules.
A decision is made for a merge request by running agreement rules. The decision is to approve or reject a merge request.
Use cases:
If Surviving Party Tax Profile Type is not the same as Victim Party Tax Profile Type, merge can’t proceed.
Prevent improper data consolidation
Reduce data steward workload

24. Data Steward – Duplicate Resolution Merge History
Comprehensive history captured of all customer records operations, including insert, update, delete and merge/link
Attribute level audit trail capability available
Detailed records of all data management operations to prevent redundancy of efforts and reduce possibilities of mistakes.
Provide basis for reversal of any changes, if needed

25. Data Steward – Data Cleansing Duplicate Resolution – Search

26. Data Steward – Data Cleansing Duplicate Resolution – Basic Duplicate Identification Search

27. Data Steward – Data Cleansing Duplicate Resolution – Advanced Duplicate Resolution Search

28. Data Steward – Data Cleansing Duplicate Resolution –Duplicate Resolution Search Results

29. Data Steward – Data Cleansing Duplicate Resolution –Duplicate Resolution Search Results Details

30. Data Steward – Data Cleansing Duplicate Resolution – Duplicate Resolution Search Results Details

31. Data Steward – Data Cleansing Duplicate Resolution –Duplicate Resolution Search Results Details

32. Data Steward – Data Cleansing Duplicate Resolution- Request Selection Process

33. Data Steward – Data Cleansing Duplicate Resolution– Override System Mapping

34. Data Steward – Data Cleansing Duplicate Resolution– Override System Mapping

35. Data Steward – Data Cleansing Duplicate Resolution– Override System Mapping

36. Data Steward – Data Cleansing Duplicate Resolution– Override System Mapping

37. Data Steward – Data Cleansing Duplicate Resolution– Override System Mapping

38. Data Steward – Data Cleansing Duplicate Resolution– Override System Mapping

39. Data Steward – Data Cleansing Duplicate Resolution– Override System Mapping

40. Data Steward – Data Cleansing Duplicate Resolution– Reject

41. Data Steward – Data Cleansing Duplicate Resolution – Duplicate Resolution Statistics

42. Exercise Connect as Data_Steward_Mgr/Welcome1
Try to complete the resolution process on the duplicates identified by the Batch Duplicate Identification process

43. Questions & Answers
Oracle - RPA Confidential - Do not share outside of Oracle or RPA

44. Data Steward – Data Cleansing Data Enrichment

45. Questions & Answers
Oracle - RPA Confidential - Do not share outside of Oracle or RPA

46. Data Steward – Data Management Party Management

47. Data Steward – Data Management Party Management - People

48. CDMD – People Search

49. CDMD – Basic People Search

50. CDMD – Advanced People Search

51. CDMD – Advanced People Search Results (1)

52. Data Steward – Data Management Party View

53. Data Steward – Data Management Hierarchies Management

54. Questions & Answers
Oracle - RPA Confidential - Do not share outside of Oracle or RPA

55. THANK YOU !