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Table Of Contents

Preface
Intended Audience
Learning About Siperian Hub
Siperian Implementation Methodology
Reducing Project Risk
Core Principles
Roles in a Siperian Hub Implementation Project
Typical Roles in a Siperian Hub Implementation Project
Getting Started
Defining the Flow of Data Between Siperian Hub and Source/Target Systems
Determine Data Source Characteristics
Assemble a Statistically Representative Sample Data Set
Consider Data Sizing
Consider the Relationship Between Data and Business Processes
Consider Data Cleansing and Standardization Rules
Consider Trust Levels and Validation Rules
Trust Levels
Validation Rules
Consider Match Rules
About Data Modeling for MRM
Data Model Design Deliverables
Conceptual Model
Logical Model
Objects in the Logical Model
Physical Model
Required Functionality
Performance and Scalability
Flexibility for Future Use
Siperian Product Roadmap
Design Principles
Principle 1: Consider Deep Versus Wide
Principle 2: Match Requirements Drive the Model
Principle 3: Consolidation Counts
Principle 4: Pass the Independence Test
Principle 5: Mix Different Types of Customers Carefully
Business Party and Differentiated Customer Models
Principle 6: Landing and Staging Data
Staging Tables
Design Patterns
Households
Addresses
Populating the Address Household Object
Communication Channel Models
Two Communication Channel Models
Generic, Normalized Communication Channel Model
Using Trust Settings and Validation Rules
Using Trust Levels
About Trust Levels
How Trust Works
Ranking Source Systems According to Trustworthiness
Trust Best Practices
Configuring Trust Levels
Guidelines for Configuring Trust Settings
Example Stored Procedure to Calculate Decayed Trust
Using Validation
About Validation Rules
How Validation Works
Best Practices for Validation Rules
Using Cross-Column Validation
Using Complex Validation Rules
Using Trust and Validation Together
Scenarios Involving Trust and Validation for a Column
•Column Configured With Validation Rules But No Trust Levels
Column with No Configured Trust Levels or Validation Rules
Column Configured With Validation Rules But No Trust Levels
Column Configured With Trust Levels But No Validation Rules
Column Configured With Trust Levels and One or More Validation Rules
What Happens When a Record Is Updated
Example Using Trust Levels and Validation Rules Together
About Matching
Before You Start Defining Your Match Rules
Steps in the Match Process
Populations
Tokens for Match Keys
Determining When to Tokenize Your Data
Match Key Widths
Match Key Types and Mixed Data
Search Strategies
Match Purposes
Using the Match Purposes to Match People
Using the Match Purposes to Match Organizations
Using the Match Purposes to Match Addresses
Name Formats
Field Types Used in Purposes
Match Levels
Defining and Testing Your Match Rules
About Testing
Matching Best Practices
Exact Match Column Properties
Null Match
Segment Match
Using Matching on Dependent Tables
Setting Match Batch Sizes
Using Dynamic Match Analysis Threshold
Tuning Match for Performance
About Merging
About Hierarchy Manager
Before You Begin Implementing Hierarchy Manager
Defining Your Goals
Understanding the Data
Assembling the Team
Determining Resources
About Implementing a Hierarchy Manager System
•Step 1: Analyze Your Data
Step 1: Analyze Your Data
Defining the Data Flow and Source Systems
Determining Entities and Entity Types
Determining Relationships and Relationship Types
Determining Hierarchies and Hierarchy Types
Creating a Sample Data Set
Step 2: Build the Data Model
Step 3: Configure Your Hierarchy Manager Implementation
Step 4: Load Data
About Scheduling Siperian Hub Batch Jobs
Setting Up Job Execution Scripts
Metadata in the C_REPOS_TABLE_OBJECT_V View
Auto Match and Merge Jobs
Automerge Jobs
BVT Snapshot Jobs
Generate Match Token Jobs
Key Match Jobs
Load Jobs
Manual Link Jobs
Manual Unlink Jobs
Match Jobs
Match Analyze Jobs
Match for Duplicate Data Jobs
Stage Jobs
Unmerge Jobs
Scheduling Batch Groups
About Batch Groups
Stored Procedures for Batch Groups
cmxbg.execute_batchgroup
cmxbg.reset_batchgroup
cmxbg.get_batchgroup_status
Developing Custom Stored Procedures for Batch Jobs
About Custom Stored Procedures
Required Execution Parameters for Custom Batch Jobs
Example Custom Stored Procedure
Registering a Custom Stored Procedure
•About Custom Buttons in the Hub Console
About Custom Buttons in the Hub Console
How Custom Buttons Appear in the Hub Console
What Happens When a User Clicks a Custom Button
Adding Custom Buttons
Writing a Custom Function
Controlling the Custom Button Appearance
Deploying Custom Buttons
To deploy custom buttons:
authentication
authorization
autolink
automerge
batch group
batch job
batch mode
best version of the truth
cascade unmerge
cleanse function
column
conditional mapping
consolidation process
credentials
Customer Data Integration (CDI)
data cleansing
decay curve
decay period
decay type
Hub Store
initial data load
landing table
linear decay
link process
link-style base object
load insert
load process
load update
manual link
manual merge
manual unmerge
manual unlink
mapping
master data
Master Data Management (MDM)
Master Database
match codes
match column
match column rule
match path
match process
match rule
match rule set
match / search strategy
merge process
merge-style base object
metadata
metadata validation
Operational Record Store (ORS)
overmatching
population
primary key match rule
private resource
privilege
query
real-time mode
record
relationship
relationship type
resource
resource group
role
schema
secure resource
security provider
security payload
Services Integration Framework (SIF)
SIRL decay
source system
stage process
staging table
stored procedure
token table
tokenizing
trust
undermatching
unmerge
user
user group
validation rule
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Siperian Hub Implementer Guide

Siperian Hub Implementer Guide

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Published by: Rajesh Krishnamoorthy on Jan 10, 2011
Copyright:Attribution Non-commercial

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10/31/2012

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