Using Entity 360

Instructor-Led | MDM | 1 Day | 10.3

Using Entity 360

Course Overview

This course is applicable for version 10.3. Learn how to maintain and improve master data to manage business entities, define and share queries to search for business entities, generate the search indexes required for the smart search, and leverage the cleanse mechanism to enrich the addresses through the address doctor. Gain skills to build and manage hierarchies, merge duplicate records to create master records, and perform an unmerge, collaborate as a team to onboard new business entities through multi-level approval workflows.

Objectives

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

Navigate an Entity 360 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
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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Using Entity 360

Instructor-Led | MDM | 1 Day | 10.3

Using Entity 360

Course Overview

Objectives

Target Audience

Prerequisites

Agenda

Module 1: Introduction to Entity 360

Module 2: Data Onboarding

Module 3: Cleansing and Enriching

Module 4: Workflows

QUESTIONS?

Instructor-Led | MDM| 1 Day | 10.3