Journey of a Record in MDM SaaS PDF

12 Sep, 2024 Journey of a Record in MDM SaaS Aditya Mandal, Principal Tech Support Engineer, GCS Pandiarajan B, Lead Tech Support Engineer, GCS © Informatica. Proprietary and Confidential. Housekeeping Tips Today’s Webinar is scheduled for 1 ho...

12 Sep, 2024 Journey of a Record in MDM SaaS Aditya Mandal, Principal Tech Support Engineer, GCS Pandiarajan B, Lead Tech Support Engineer, GCS © Informatica. Proprietary and Confidential. Housekeeping Tips Today’s Webinar is scheduled for 1 hour The session will include a webcast and then your questions will be answered live at the end of the presentation All dial-in participants will be muted to enable the speakers to present without interruption Questions can be submitted to “All Panelists" via the Q&A option and we will respond at the end of the presentation The webinar is being recorded and will be available on our Success Portal - where you can download the slide deck for the presentation. The link to the recording will be emailed as well. Please take time to complete the post-webinar survey and provide your feedback and suggestions for upcoming topics. © Informatica. Proprietary and Confidential. 2  Feature Rich Success Portal Bootstrap trial and Enriched Customer Product Informatica Tailored training POC Customers Onboarding Learning Paths Concierge and content experience and Weekly recommendations Expert Sessions © Informatica. Proprietary and Confidential. 3  More Information Success Portal Communities & Documentatio University https://success.informatica.com Support https://network.informatica.com n https://docs.informatica.com https://www.informatica.com/in/ser vices-and-training/informatica- university.html © Informatica. Proprietary and Confidential. 4 Safe Harbor The information being provided today is for informational purposes only. The development, release, and timing of any Informatica product or functionality described today remain at the sole discretion of Informatica and should not be relied upon in making a purchasing decision. Statements made today are based on currently available information, which is subject to change. Such statements should not be relied upon as a representation, warranty or commitment to deliver specific products or functionality in the future. © Informatica. Proprietary and Confidential. 5 Journey of a Record in MDM SaaS © Informatica. Proprietary and Confidential. Agenda 1 Record Structure 2 Record status information 3 Different Types of MDM operations 4 Journey of a Record in MDM SaaS 5 Additional Scenarios 6 Questions © Informatica. Proprietary and Confidential. 7 Record Structure : Business Data Sample Record MetaData © Informatica. Proprietary and Confidential. 8 Record status information : Master XREF Note : Not all flags are relevant to all the records. Some states apply to XREF, while others are specific to the master. © Informatica. Proprietary and Confidential. 9 Record States : Base ( Active/Pending/Deleted) Consolidation States: ✓ MATCH_DIRTY ✓ MATCH_INDEXED ✓ MATCHED ✓ CONSOLIDATED ✓ NOT_READY_FOR_MATCH SearchIndex ( Search_dirty, Search_indexed) CreateMode Validation © Informatica. Proprietary and Confidential. 10 Different Types of MDM operations : 1. Ingress/File Import ( IFI) 2. API Call 3. Match 4. Merge 5. Unmerge 6. Delete 7. Task Driven 8. Job Driven © Informatica. Proprietary and Confidential. 11 Ingress & File Import (IFI) : Load Step Master XREF © Informatica. Proprietary and Confidential. 12 Ingress & File Import (IFI) : Index for Search step Master Record is indexed. Record is searchable. Search index is not applicable for XREF Master © Informatica. Proprietary and Confidential. 13  Ingress & File Import (IFI) : Generate Tokens Once Generate Match Tokens step completes, CONSOLIDATION State transitions to MATCH_INDEXED (XREF) XREF © Informatica. Proprietary and Confidential. 14  API call : Record is created using POST API Call, consolidation state directly changed to MATCH_INDEXED GET : {{publicURL}}/business-entity/public/api/v1/entity/c360.person/MDM000000ZZNIX?_showContentMeta=true Master © Informatica. Proprietary and Confidential. 15 API call : Record is created using POST API Call, consolidation state directly changed to MATCH_INDEXED GET : {{publicURL}}/business-entity/public/api/v1/entity-xref///?_showContentMeta=true XRE F © Informatica. Proprietary and Confidential. 16  Match job : XRE F Only the ‘MATCH_INDEXED’ records will transition to MATCHED. © Informatica. Proprietary and Confidential. 17  Merge job : XRE F 1. M&M Job : Merges record from the same specific match job 2. Merge only job : Merges records from all match jobs executed to date. © Informatica. Proprietary and Confidential. 18 Unmerge : Public API XRE F CONSOLIDATION State remains unchanged © Informatica. Proprietary and Confidential. 19  Unmerge : UI XRE F CONSOLIDATION State remains unchanged © Informatica. Proprietary and Confidential. 20 DELETE ( Soft-Delete) : Record can be deleted using following methods ✓ Ingress ✓ API ✓ UI Master Delete – Only master record gets deleted. Xref record remains active. Master © Informatica. Proprietary and Confidential. 21 DELETE ( Soft-Delete) : Xref Delete : Xref record gets deleted. When all xrefs are soft deleted, master is automatically soft deleted i.e. master state bas goes into DELETED XRE F © Informatica. Proprietary and Confidential. 22 Not Ready For Match Field value to enable or disable the participation of source records in the match process. When set to False, the data is ready for matching. When set to True, the record will be excluded from the match process. When the user updates the xref with notReadyForMatch field as false or does not send any data for notReadyForMatch field, then value is reset to MATCH_INDEXED Master XREF © Informatica. Proprietary and Confidential. 23  Ingress Process : File Import API Update Process : Process : © Informatica. Proprietary and Confidential. 24 UI Disabling: © Informatica. Proprietary and Confidential. 25 Task driven Data States User Triggered Task events - Create/Update Task. Delete Task. Unmerge/Manual Merge Task. System Triggered Task Events - Resolve Potential Match Task Internal Task States Active Pending Create Pending Update Pending Delete Deleted © Informatica. Proprietary and Confidential. 26 XREF Master © Informatica. Proprietary and Confidential. 27 Job Driven Data States Generate Match Keys Job - MDMMatchReIndex ❑ Generates match keys to identify matching candidates © Informatica. Proprietary and Confidential. 28  Match Reset Job - Reset Matched Records ❑ Resets matched records that have not been merged. ❑ Makes these records available for matching again. © Informatica. Proprietary and Confidential. 29  Generate Search Indexes - MDMSearchIndex ❑ Indexes records for search requests. ❑ Search index is applicable only for Master © Informatica. Proprietary and Confidential. 30  Recovering a Failed Job ❑ When running a job, like a match and merge job, some records may not be processed. ❑ You can run the Recover Failed Job option to identify and process any unprocessed records. Please note that not all flags are applicable to every record. For example, some states apply specifically to XREF records, while others apply to the master record. © Informatica. Proprietary and Confidential. 31 Additional Scenarios When an unmerge occurs on a specific record pair, those unmerged source record pairs are excluded from matching with each other. However, unmerged source records can re-enter the matching process through transitive matching if a new record with similar potential matching values is introduced. Alternatively, data stewards can manually merge these unmerged source records if necessary. If there's missing data for a blocking rule or a data issue, the consolidation state of the source records will remain in MTCH_DRTY. Please note that the processes we’ve discussed represent the 'happy path'—the ideal scenarios. There may be situations where errors or issues prevent the proper transition of records, requiring further analysis and action to resolve. © Informatica. Proprietary and Confidential. 32 © Informatica. Proprietary and Confidential. 33 Thank You © Informatica. Proprietary and Confidential.