Matching Mode

Hi All,
When i work in matching mode, i am getting false results some times,False results might be due to
success,failure scores and High and low thresold scores what i gave in matching strategy.
Is there any rule to define sucess scores,High and low thersold scores?
Please share your knowledge.
Thanks
Narendra

Hi Narendra,
                    Matching is the most important phase when we are trying to remove the duplication among our data.
Some Important Terms and there Functions related to Matching and Merging Mode:
1. Normalization: When we remove the Special Characters as well as the Short forms from our data we say that the data is Normalized and this is used in Transformation technique.
2. Token: When we have to reduce the short forms they are known as Tokens.
3. Score : Score actually helps us to define the Result in the following ways:
u2022 Success :   If we find the duplicate fields it shows Success
u2022 Failure :  If we do not get any Duplicate field we say it is a Failure
u2022 Undefined :  If any of the field contains Null Value we say that it is undefined.
There are two types of Scores also:
u2022 Maximum Score
u2022 Minimum Score
Maximum Score and Minimum Score:  The read-only Min Score and Max Score properties are calculated automatically by MDM based on the Success scores of ever matching rule included in the strategy, and allow you to set the values of Low Threshold and High Threshold properties to classify the results.       
4.Difference between Equals and Token Equals:
u2022 Equals :  Exactly matches the data
u2022 Token Equals:  Fuzzy Matches are also considered.
5.Threshold: There are two categories of Threshold:
u2022 High: Records whose total score is greater than or equal to the High threshold score are included in the list of potential matches in the Matches tab and placed in the High match level.
u2022 Low: Records whose total score is greater than or equal to the Low Threshold score are included in the list of potential matches in the Matches tab and placed in the Low match level.
Hope this would be helpful!!!!!!!
If helpful do reward Points!!!!!!!!!!!
Regards,
Parul

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  • Question of Data Matching

    Dear All:
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    Hi David,
    As per your question on Matching Stratergy:
    1. Selected Vs Selected - Selected records will be matched with each other.
    2. Selected VS result - Matches the selected records with the records set derived from the search criteria.
    3. Selected VS All - Matches the selected records with all records in the repository.
    4. Result VS Result - Matches all records that result from the search criteria
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    Selected VS Result  - should give you 10 VS 100
    Selected VS All should give you  - 10 VS 1000.
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  • Matching Scenarios

    Hi guys,
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  • What are the MDM Modes and explain them?

    hi friends,
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    thanks and regards,
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    Hi,
    There are five modes in Data Manager which are as follows:
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    2. Hierarchy Mode: In this mode, the user of the Data Manager can view and change all hierarchies stored in the repository. The hierarchy table to be edited can be selected here. The tree view displays the tree structure of the hierarchy.
    3. Taxonomy Mode:  The taxonomy determines how records belonging to different categories are defined. Through a taxonomy, an attribute can be attached to a record. These additional attributes are defined for records, which belong to a certain category. An example of this could be personal data, which differs according to the role in the organization, and thus includes additional information.
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    In Rules Tab, we set up rules to automate the detection of duplicate master data.
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    A high matching score indicates that a data entry is likely a duplicate record.
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  • Workflow: Stuck at Automating matching

    Hi,
    I am using WF to assign some values to matched records. How it works is I have assigned a matchig straegy and said Record Vs All. And if the threshhold is between 95 and 100 assign Y to a field in this record.
    Everything works fine except that I need it to make it completely automatic. In Match step in WF, as a requirement, I need to assign a user/role. So even after making Autolaunch as Immediate and Trigger Action as Record Add, the WF acks for action at Match step and does not go through... I am unable to remove User/Role at Match step as that is mandatory.
    Does anyone have a workaround for this?
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    Dev.

    Hi,
    Suppose you created two workflows as
    1. start->Match-->Stop you can add this workflow on (Record add, Record Import, manuall etc)
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    Using 1workfow In Matching mode you can check Score mean Corresponding to your threshold you can select all the records of score say 100 then right click workflows>add to job>2 workflow as soon as you launched 2 workflow it will asign the value Y to your only selected records.
    you can not skip User/Role at Match Step. beccause only this user at Match step corresponding to your strategy score could add the records to 2 workflow
    Hope it will Help you,
    Rewards if Useful......
    Mandeep Saini
    Edited by: Mandeep Saini on Jun 12, 2008 6:59 PM

  • Different types of tables and modes

    Hi Experts
    What is the specification of different tables in console and different modes in data manager.
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    Can we create a table of one type in console and can use the same table in another mode in data manager, say if I create a taxanomy table and can I use it as the hierarchy mode in the data manager.
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    Hi Hari,
    Differnt types of tables in Console are :
    Actually the Tables in Console are further categorized as :
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    Hierarchy Table : A hierarchy table organizes information in a hierarchy, where each record is related to a parent record (even if the only parent is the root) and may also be related to sibling records and/or child records.
    Taxonomy Table : A taxonomy is the classification scheme that defines the categories and subcategories that apply to a collection of records. Categorizing records enables you to isolate subsets of records for various organizing, searching, editing and publishing purposes.
    Qualified Table : A qualified table in MDM stores a set of lookup records,and also supports qualifiers, u201Csubfieldsu201D that apply not to the qualified table record by itself, but rather to each association of a qualified table record with a main table record. MDM supports multiple simultaneous qualified tables.
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    Sounds : For Sound File.
    Videos : For storing Video Files .
    Binary Objects : To store Binary Objects.
    Text Blocks : To store block of text.
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    Text HTML`s : Stores block of text interpreted as a HTML.
    PDFs : To store PDF files.
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    Masks : In this defined subset of records are included in Mask i.e. in any scenario whether new records are added or deleted in the repository the records in the Mask remains the same unless edited by the user.
    Families : Used to further partition main table records in each category into smaller groups based upon the values of other fields and/or attributes.
    Relationships : Used to define each of the different record-level relationships. Each relationship can be either bidirectional (sibling) or unidirectional (parent-child).
    Workflows : Stores the workflows of an MDM repository, where each workflow is stored as a record in the table.
    Name Searches : Unlike Masks in case of Name search there are again a defined set of records but those records are selected on the basis of Search Selection. In this case if a record is added then the record is checked whether it fulfills the particular search criteria if it does than it is added to the Name serach else not.
    Data Groups : Stores the hierarchy of data groups used to break the entire set of objects in the MDM repository into manageable subgroups.
    There are various types of System Tables :
    Roles :  A single table named Roles. One of three tables used to implement MDM repository security and access control. Each role can selectively grant or deny access to any MDM function and to any table or field. This table is managed in the MDM Console and is not visible in the MDM Client.
    Users : A single table named Users. One of three tables used to implement MDM repository security and access control. Each user can have one or more roles. This table is managed in the MDM Console and is not visible in the MDM Client.
    Connections : A single table named Connections. One of three tables used to implement MDM repository security and access control. Contains an entry for each currently connected MDM client application, which can be terminated by the MDM Console user. This table is not visible in the MDM Client.
    Change Tracking : A single table named Change Tracking. Allows you to specify the fields for which adds, modifies, and deletes should be tracked and stored in the Change Tracking table.
    Remote Systems : A single table named Remote Systems. Used to define the different remote systems for import and export. Each specifies whether it supports inbound, outbound, or both. This table is managed in the MDM Console and is not visible in the MDM Client.
    Ports : A single table named Ports. Used to encapsulate the logistical and configuration info for inbound and outbound processing of MDM data, for consolidation and distribution respectively. This table is managed in the MDM Console and is not visible in the MDM Client.
    Links : A single table named Links. Used to specify the URLs that can be used as the target of an embedded browser in the Web tab in the MDM Client. This table is managed in the MDM Console and is not visible in the MDM Client.
    XML Schema : A single table named XML Schemas. Used to identify the XML schemas for import and syndication. Each XML schema is the name of an .xsd file. This table is managed in the MDM Console and is not visible in the MDM Client.
    Reports : A single table named Reports. Contains an entry for each report file generated by the various MDM repository operations, which can be accessed and viewed by the MDM Console user. This table is not visible in the MDM Client.
    Logs : A single table named Logs. Contains an entry for the log files generated by the MDM Server, which can be accessed and viewed by the MDM Console user. This table is not visible in the MDM Client.
    Data Manager:
    Data Manager in simple terms can be stated as a place where we manage the data that is taken from various systems.
    All the data that you take from all the various systems that a business is using is then taken into data manager, so that it could be cleansed and can be maintained easily in future.
    There are basically four different modes in Data Manager:
    1. Record Mode:  This mode allows us to search, view and edit the records of any table in MDM repository. This is the mode that one uses most often, primarily to view and edit records in the main table and also to view and edit records in any of the sub tables.
    2. Hierarchy mode. This mode allow us to view and edit the hierarchy tables in the MDM repository, including regular hierarchy tables, taxonomy tables, and the Masks table. Though we can also view and edit the records of a hierarchy table in Record mode, Hierarchy mode specifically allows us to edit the parent/child relationships and the sibling ordering of the hierarchy.
    3. Taxonomy mode. This mode allows us to view and edit the taxonomy tables in the MDM repository. We usually use this mode to create and maintain the category hierarchy used in the repository, and to manage the attributes associated with each category and subcategory. Though we can also view and edit taxonomy tables in both Record mode (for searching) and Hierarchy mode (for editing the other fields of information associated with each category), Taxonomy mode is unique in that instead of focusing on the records of the taxonomy table, it allows you to create and manage the pool of attributes associated with the taxonomy table, and to assign attributes to categories on a category-by-category basis.
    4. Matching mode.  This mode allows us to identify and eliminate duplicate records within an MDM repository. When you view the main table in Matching mode, MDM allows you to perform u201Cmatching-and-mergingu201D on and against any or all of its records, using various user-defined criteria (like creation of Rules and Strategies) to decide whether or not records are potential duplicates.
    5. Family mode. This mode allows us to view and edit the Families table, which layers a hierarchy of families upon the taxonomy hierarchy to further break down each category into smaller groups of main table records. We usually use this mode to partition the categories of the taxonomy hierarchy by the values of other fields and/or attributes, and then to associate family data (such as an image, a paragraph, and bullets) once with each family of main table records rather than each individual record.
    Can we create a table of one type in console and can use the same table in another mode in data manager, say if I create a taxanomy table and can I use it as the hierarchy mode in the data manager.
    The structure of the tables are defined in Console and those tables are then used in Data Manager, but if you have defined a table as a Hierarchy table you cannot use that table in Taxonomy Mode but you will be able to see all the tables in Record Mode.
    Hope this would be useful...
    If useful do reward points!!!!
    Regards,
    Parul

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