DQM quesions on Merging

Hi, I am looking in to the functionality of DQM on 10.2 and have a few questions that I would be grateful for some clarification on
1.     I understand you can merge parties but have read you can merge accounts, is this correct? And if so where do I find the functionality?
2.     Is it possible to merge duplicate addresses? For example, we have to load a large amount of legacy data which will contain duplicate addresses. Can DQM handle this at all?
3.     Is there any circumstance where data linked to merged parties is not linked to the new master party? Basically is there a chance of losing any data through a merge?
Hope somebody can help me with this one.
Regards
-Sol

Hello Sol,
I think I can help you here with the other two.
Q:
Is it possible to merge duplicate addresses? For example, we have to load a large amount of legacy data which will contain duplicate addresses. Can DQM handle this at all?
A:
It is. This can be accomplished through the standard merge request functionality in Data Librarian.
For doing this on import, you use de-duplication first, then registry de-duplication (you may also use address validation if you so choose). There's a fairly lengthy dissertation on this in the user guide. There are seven or eight profile options that you set to determine which de-dupe rules will be used to flag potential duplicates.
Q:
Is there any circumstance where data linked to merged parties is not linked to the new master party? Basically is there a chance of losing any data through a merge?
A:
Yes, unfortunately there is (at least in 11.5.10+). I have seen it happen several times. In one case the data had been imported in 10.7, then upgraded to 11i, then converted to TCA. I'm not sure if the interface now allows you to create garbage but in this case, it did. The implementer was not 100% up to speed with the TCA and the data ended up with many problems (which the poor customer is still struggling with to this day). There are still some bugs with the TCA where you can create problems in the UI as well be very careful when editing customer records in Customers Online once you have created an account. I still find the the safest and most reliable way to manipulate Account data is in the Receivables Customer form.
The best advice I can give is to plan your conversion to the nines:
- Architect your data structure with much care and attention.
- Make sure your import de-dupe rules are solid.
- Clean, and sanitize your data PRIOR to import as well as on import: If you have the budget, use an external data service (like D&B) to verify company names, addresses, etc. Even if the data is technically correct, it can still be content poor. It's a LOT less expensive than to spend months sorting out problems.
- Make sure your Developer is WELL VERSED in the APIs and planned data structure.
I hope that I haven't scared you here but this can end badly if you don't cover all angles.
Cheers and best of luck!
Sean

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