MDM: Managing Master Data

Instructor Led | MDM | 1 Day | Version 10.4

Course Overview

Learn the concepts of master data management and manage the master data through a business entity driven data director application. Gain skills to define search queries, perform cleanse mechanism, build and manage hierarchies, and workflows. This course is applicable for version 10.4.

Objectives

After successfully completing this course, students should be able to:

  • Navigate the data director application
  • Describe load process and trust settings
  • Manage (add, edit, update, and delete) business entities
  • Define basic and extended search queries
  • Relate business entities and build hierarchies
  • Manage hierarchies and networks
  • Import records from a flat file
  • Export search results as a flat file
  • Perform a search and replace
  • Generate indexes for smart search
  • Describe and list Entity 360 views and layouts
  • Describe cleanse operations and enrich address through address doctor
  • Perform merge and unmerge tasks
  • Collaborate as a team to complete workflows

Target Audience

  • Data Steward
  • End User

Prerequisites

  • None
Agenda
Module 1: Introduction to Entity 360
  • Master Data and MDM terminology
  • Load process and trust settings
  • Entity 360 architecture, data flow, and MDM Tools
  • Entity 360 components and role specific access
  • Data Governance
  • Basic and extended queries
  • Hierarchies and Relationships
  • Data export and smart search
  • Lab: Define basic and extended search queries
  • Lab: Generate smart search indexes
Module 2: Data Onboarding
  • Entity 360 user interface and views
  • Related and Similar records components
  • Matching records and cross reference views
  • Match and Merge a business entity
  • Lab: Add records from the web application and merge two records for Person business entity
  • Lab: Merge two records for Organization business entity
Module 3: Cleansing and Enriching
  • Cleanse operations and use cases
  • Address enrichment through the address doctor
  • Lab: Enrich an address using the address doctor
Module 4: Workflows
  • ActiveVOS BPM workflows
  • Users and user roles
  • Triggers, tasks, and workflows
  • Lab: Onboard data with multilevel approval
  • Lab: Perform a two-step merge workflow
  • Lab: Perform a two-step unmerge workflow


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