1. TCA and DQM Overview http://oracle.anipassi.com
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Anil Passi

2. Displays Highest score records on top
Stored independently of TCA. Users ensure Vendor Number/name is same as in TCA
Unlike HRMS, OSS simply references these fields from TCA Table HZ_PARTIES
Student System
Student Number
**Same as Party Number
Last Name **Referenced from TCA
First Name **Referenced from TCA
Date Of Birth
**Referenced from TCA Party Id
Payables
PO_VENDORS
Vendor Number Vendor Name
Employee Id
References
HRMS
PER_ALL_PEOPLE_F
EMPLOYEE_NUMBER[CID]
LAST_NAME
FIRST_NAME
DATE_OF_BIRTH
PERSON_ID
Reference to Party Id
DQM Staging Process
TCA
HZ_PARTIES
Party Number
Last Name
First Name
Date Of Birth
Gender
Reference to Person Id
PARTY_ID
Kept in Synch-In Different physical schemas
DQM Registry
HZ_STAGED_PARTIES
Staging Transformation rules applied
DQM Screen
Displays Highest score records on top
Applies Filter criteria Applies weightings Applies Scoring

3. Purpose of Transformation in DQM?
Staging
->Exact and Cleanse are common transformations given by Oracle [Pre-Seeded]
->You can define as many custom transformation rules, like replacing Z with S
->Multiple transformation rules can be applied to each column. For each transformation applied, a independent column value is stored in staging table
First Name
Anil
Last Name
Passi’an
PASSIAN
PSN
Exact
Cleanse
ANIL
Exact
ANL
Cleanse
EXACT TRANSFORMATION Make all characters UPPER case Remove non-alphanumeric characters Replace multiple white spaces by single white space CLEANSE – All above rules of EXACT plus Remove double letters
Remove all vowels, except leading vowels
Match Found
Transformation can be applied again to values that user is searching. Lets say user searches on Aneeal Passion
->These transformations can differ from those used for staging. But most likely we use same transformations when searching as that for staging.
While doing DQM config, we will give Higher Scoring to Last Name, and lower Scoring for First Name match
Aneeal
First Name
Passion
Last Name
ANEEAL
ANL
PASSION
PSN
Exact
Cleanse
For Last Name, we give 100% Weighting to EXACT Match, and say 65% weight to CLEANSE. Hence match based on Exact will have higher rank
User searches for Aneeal Passion….eeeks

4. To setup DQM for Staging:-
Decide the columns that you would like to search & score/rank upon. For example Last Name, First Name, DOB, NI Number etc
Define custom attributes for those columns that are not held within TCA table like HZ_PARTIES. For example NI Number is not in TCA tables, hence we can define Custom Attributes for NI Number, and then define Custom Procedure that returns NI number from HR tables [for a given party_id]
Define the transformations for each column. Multiple transformations can be defined
Make a transformation active to allow it being used for scoring or “data search”
If Acquisition Flag is checked, it means this transformed value will be used for searching initial set of matching records.
If Acquisition Flag is NOT checked, it means this transformed value will be used solely for the purpose of Scoring the records returned by acquisition phase.
Multiple transformations can be applied to each column.

5. Define match rules http://oracle.anipassi.com
Scoring happens after Filtration and Acquisition has been done. The resultant set of records are then run through scoring process, so that we can display highest ranked matches on the top of list
These are the transformations which will be used for performing search.
Only those Transformations that have their “Acquisition Checkbox Flag” checked [in previous slide], can be used in acquisition phase
A custom attribute can be defined to Filter out invalid Party Records. Filter is applicable if we can programmatically suppress duplicate/invalid Party records from appearing.

6. Scoring Phase [After Acquisition phase is completed]
Assign score to each column. Match found on Party Number will have Score 100, whereas match on Last Name can be score of 90. Score for match on Title[Mr/Ms] will be still lower
Within each column, each transformation can be given different Weight. EXACT match can be given 100% weight, whereas CLEANSE [after removing vowels] will be give lower weight.
Transformations used in Acquisition can be used for Scoring too.

7. Records with Highest score are displayed on the Top of DQM Screen
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