{"id":47823,"date":"2018-01-13T07:11:18","date_gmt":"2018-01-13T01:41:18","guid":{"rendered":"http:\/\/blog.odango.com\/?p=47823"},"modified":"2023-02-04T09:31:11","modified_gmt":"2023-02-04T04:01:11","slug":"informatica-mdm-load-and-match-process-tutorial","status":"publish","type":"post","link":"https:\/\/asha24.net\/blog\/informatica-mdm-load-and-match-process-tutorial\/","title":{"rendered":"Informatica MDM Load and Match Process &#8211; Tutorial"},"content":{"rendered":"\n[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row _builder_version=&#8221;3.25&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;3.0.105&#8243; title_font=&#8221;Source Sans Pro||||||||&#8221; title_text_align=&#8221;left&#8221; title_text_color=&#8221;rgba(0,0,0,0.8)&#8221; title_font_size=&#8221;47&#8243; text_orientation=&#8221;center&#8221; custom_margin=&#8221;|||10%&#8221; title_font_size_tablet=&#8221;40&#8243; title_font_size_phone=&#8221;35&#8243; title_font_size_last_edited=&#8221;on|desktop&#8221;][\/et_pb_post_title][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;3.25&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<p style=\"text-align: center;\">\u00a0<a href='https:\/\/asha24.net\/learn\/Informatica-MDM' class='big-button bigblue' target=\"_blank\"><span style=\"color: #ffffff;\"><strong>100% Free Informatica MDM Course, Enroll Now<\/strong><\/span><\/a><\/p>\r[\/et_pb_text][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<p>\r\n<strong>Load Process:<\/strong><\/p>\r[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-108.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<p>\r\nLoad process is a two-step process:<\/p>\r\n<ul>\r\n<li>Apply Updates.<\/li>\r\n<li>Apply Inserts.<\/li>\r\n<\/ul>\r[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-1-15.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<p>\r\n<strong>Updates<\/strong><\/p>\r\n<ul>\r\n<li>Load job applies updates for existing records whose.<\/li>\r\n<\/ul>\r\n<p>LAST_UPDATE_DATE (Staging table) &gt; SRC_LUD (XREF table).<\/p>\r\n<ul>\r\n<li>The <a href=\"https:\/\/www.packtpub.com\/mapt\/book\/web_development\/9781849682145\/5\/ch05lvl1sec02\/updating-an-mdm-repository\">update process<\/a> always updates the XREF table record.<\/li>\r\n<li>The update process may update the Base Object depending on trust:\r\n<ul>\r\n<li>For columns not flagged for trust, update happens if incoming data has new LUD.<\/li>\r\n<li>For columns flagged for trust, load job compares trust weightings of staging table data to trust weightings of existing data in base object to determine what can be updated.<\/li>\r\n<\/ul>\r\n<\/li>\r\n<li>If history flag is switched on for the Base Object, then the update process writes to the history tables of Base Object and XREF.<\/li>\r\n<\/ul>\r\n<p><strong>Inserts<\/strong><\/p>\r\n<ul>\r\n<li>Load job applies inserts for records that do not exist in the XREF table.<\/li>\r\n<li>ROWID_OBJECT values are generated for the new records.<\/li>\r\n<li>New records are inserted into a base object and XREF with CONSOLIDATION_IND = 4.<\/li>\r\n<li>If history flag is switched on for the Base Object, then the insert process writes to the history tables of Base Object and XREF.<\/li>\r\n<\/ul>\r\n<p><strong>Rejects<\/strong><\/p>\r\n<ul>\r\n<li>Referential Integrity is maintained among base objects in the consolidated data model.<\/li>\r\n<li>Rejects will occur in the <a href=\"https:\/\/asha24.net\/blog\/informatica-mdm-landing-process\/\">load process<\/a> if any records violate the RI constraint.\r\n<ul>\r\n<li>Parent records do not exist.<\/li>\r\n<li>Child records are loaded before the parent records.<\/li>\r\n<li>Lookup has been defined incorrectly.<\/li>\r\n<\/ul>\r\n<\/li>\r\n<li>Rejected records are inserted in the reject table of the Staging table.<\/li>\r\n<\/ul>\r\n<p>staging_table_name_REJ<\/p>\r\n<p><strong>Match Process:<\/strong><\/p>\r\n<p><strong>Objectives:<\/strong><\/p>\r\n<p>Following are the objectives of this topic:<\/p>\r\n<ul>\r\n<li>Match &amp; Merge Overview.<\/li>\r\n<li>Match Rules Configuration.<\/li>\r\n<li>Exact Match\/Search Strategy.<\/li>\r\n<li>Fuzzy Match\/Search Strategy.<\/li>\r\n<li>Match Server <a href=\"https:\/\/asha24.net\/blog\/informatica-mdm-architecture\/\">Architecture<\/a>.<\/li>\r\n<\/ul>\r\n<p><strong>Match &amp; Search Strategy:<\/strong><\/p>\r\n<p><strong>Match Process:<\/strong><\/p>\r[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-2-11.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221;]<p>\r\n<strong>Match &amp; Merge Overview:<\/strong><\/p>\r\n<p><strong>Challenges with identifying duplicate records.<\/strong><\/p>\r\n<ul>\r\n<li>Misspellings, typing, and transcription errors.<\/li>\r\n<li>Nicknames.<\/li>\r\n<li>Synonyms.<\/li>\r\n<li>Abbreviations.<\/li>\r\n<li>Foreign and Anglicized words.<\/li>\r\n<li>Prefix and suffix abbreviations.<\/li>\r\n<li>Concatenation or splitting of words.<\/li>\r\n<li>Noise words and punctuation.<\/li>\r\n<li>Casing and character set variations.<\/li>\r\n<li>To merge or link records, MRM needs to know which records are likely duplicates of each other.<\/li>\r\n<li>Match rules tell MRM how to identify likely duplicates.<\/li>\r\n<li>Match rules also tell MRM if two <a href=\"https:\/\/www.packtpub.com\/mapt\/book\/web_development\/9781849682145\/5\/ch05lvl1sec02\/updating-an-mdm-repository\">matching records<\/a> are similar enough to automatically merge\/link, or if they should be reviewed by a data steward.<\/li>\r\n<\/ul>\r\n<p><strong>Data Consolidation Options.<\/strong><\/p>\r\n<ul>\r\n<li>Merging (merge-style base objects) physically combines the matched records in the base object. Makes the most-current best version of the truth (BVT) available.<\/li>\r\n<li>Linking (link-style base objects) quickly determines the BVT without physically combining the records. Provides much faster overall throughput.<\/li>\r\n<\/ul>\r[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-3-10.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<p>\r\n<strong>Match\/Search Strategy:<\/strong><\/p>\r\n<p><strong>Exact<\/strong><\/p>\r\n<ul>\r\n<li>Does not allow for any variations in the data in the match columns.<\/li>\r\n<li>Very simple match process, therefore fast.<\/li>\r\n<\/ul>\r\n<p><strong>Fuzzy<\/strong><\/p>\r\n<ul>\r\n<li>Allows for variations in spelling, formats, word order, nicknames, synonyms, etc.<\/li>\r\n<li>More complex <a href=\"https:\/\/asha24.net\/blog\/informatica-mdm-load-and-match-process-tutorial\/\">match process<\/a>, therefore slower.<\/li>\r\n<\/ul>\r[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-4-14.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<p>\r\n<strong>High-level process flow for the match process:<\/strong><\/p>\r[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-5-10.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<p>\r\n<strong>Match Path<\/strong><\/p>\r\n<ul>\r\n<li>A Match Path represents the base object which will provide data for matching purpose.<\/li>\r\n<li>Traverse the hierarchy between records across multiple base objects or within a single base object.<\/li>\r\n<li>Foreign Key Relationships between tables are used to traverse the relationships.<\/li>\r\n<li>Parent-to-child or child-to-parent relationships can be specified.<\/li>\r\n<\/ul>\r\n<p><strong>Match Path &#8211; Check for Missing Children<\/strong><\/p>\r\n<ul>\r\n<li>By default, <a href=\"https:\/\/asha24.net\/blog\/informatica-mdm-tutorials-training-certification-and-interview-qa\/\">MDM<\/a> does an inner join between the base objects defined in the Match Path.<\/li>\r\n<li>The join, therefore, excludes rows that don\u2019t have corresponding rows in the joined tables.<\/li>\r\n<li>To include those records, switch on \u201cCheck for Missing Children\u201d \u2013 MDM will then do an outer join instead of an inner join.<\/li>\r\n<\/ul>\r\n<p style=\"text-align: center;\"><a href='https:\/\/asha24.net\/blog\/wp-content\/uploads\/2018\/04\/Informatica-MDM-Training-2.ppt' class='big-button bigblue'><strong><span style=\"color: #ffffff;\"> Get Free Informatica MDM Materials<\/span><\/strong><\/a><br \/>\r\n<strong>Match Path \u2013 Inter Table<\/strong><\/p>\r[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-6-7.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<p>\r\n<strong>Match Path \u2013 Intra Table<\/strong><\/p>\r[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-7-5.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243; always_center_on_mobile=&#8221;on&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<p>\r\n<strong>Match Column:<\/strong><\/p>\r\n<ul>\r\n<li>A match column contains an identifying characteristic of the base object to be consolidated<\/li>\r\n<li>Each base object can have multiple match columns<\/li>\r\n<li>Examples:<\/li>\r\n<\/ul>\r\n<p>1. Full Name.<\/p>\r\n<p>2. Generation<\/p>\r\n<p>3. Address<\/p>\r\n<p>4. Phone<\/p>\r\n<p>5. Email<\/p>\r\n<ul>\r\n<li><strong>Provider column(s)<\/strong>\u00a0is the base object columns that provide the data for the match column:<\/li>\r\n<li>Can be a single column or a concatenation of columns<\/li>\r\n<li>Must be a VARCHAR \/ CHAR column to concatenate<\/li>\r\n<li>Date column is also supported for matching<\/li>\r\n<\/ul>\r\n<p>Each match column is based on one or more columns<\/p>\r\n<ul>\r\n<li>From base object.<\/li>\r\n<li>Or from X-ref (in some cases).<\/li>\r\n<li>Or from child base object (in some cases).<\/li>\r\n<\/ul>\r\n<p><strong>Exact Match\/Search Strategy<\/strong><\/p>\r\n<p><strong>Steps for defining Exact Match Rules<\/strong><\/p>\r\n<ul>\r\n<li>Select Match\/Search Strategy = Exact<\/li>\r\n<li>Define Match Path<\/li>\r\n<li>Define Match Columns<\/li>\r\n<li>Create at least one Match Rule Set<\/li>\r\n<li>Create Match Rules for Match Rule Set(s)<\/li>\r\n<\/ul>\r\n<p><strong>Match Columns<\/strong><\/p>\r\n<ul>\r\n<li>A match column contains an identifying characteristic of the base object record to be consolidated<\/li>\r\n<li>Exact Match Columns:\r\n<ul>\r\n<li>Does not make allowance for any variations in data content<\/li>\r\n<li>Records will match if they have identical values in the match columns used in match rules<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-8-7.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<p>\r\n<strong>Match Rule &amp; Match Rule Set<\/strong><\/p>\r\n<p>Match Rules are grouped into Match Rule Sets.<\/p>\r\n<ul>\r\n<li>Can define multiple rule sets.<\/li>\r\n<li>Only one match rule set can be active at any point in time.<\/li>\r\n<\/ul>\r\n<p>Match rule defines the combination of columns that constitute a match.<\/p>\r\n<p><strong>Match Rule &#8211; Auto property<\/strong><\/p>\r\n<ul>\r\n<li>Match rules are flagged either for auto merge\/auto link or for manual merge\/link.<\/li>\r\n<li>Matches resulting from auto merge\/auto link rules will result in the records being automatically merged\/linked to the system when the auto merge\/auto link batch job runs.<\/li>\r\n<li>Matches resulting from manual merge\/link rules will be queued for review by a data steward.<\/li>\r\n<\/ul>\r\n<p><strong>Match Rule &amp; Match Rule Set<\/strong><\/p>\r\n<ul>\r\n<li>Every checked Match Column adds an \u201cAnd\u201d condition.<\/li>\r\n<li>Every new Rule is an \u201cOr\u201d condition.<\/li>\r\n<li>Net result of match is that the same 2 records will only match once, on the first match rule that they match on.<\/li>\r\n<\/ul>\r\n<p><strong>Match Rule \u2013 Null Matching<\/strong><\/p>\r\n<ul>\r\n<li>By default, NULL is not regarded as being the same as NULL.<\/li>\r\n<li><strong>NULL Matches NULL:<\/strong>\u00a0Use this flag to specify the match columns in a match rule that should be regarded as matches even if the 2 values being compared are both NULL.<\/li>\r\n<li><strong>NULL Matches non-NULL:<\/strong>\u00a0Use this flag to specify the match columns in a match rule that should be regarded as matches when one of the values being compared is NULL and the other is not.<\/li>\r\n<\/ul>\r\n<p><strong>Match Rule \u2013 Non-Equal Matching<\/strong><\/p>\r\n<ul>\r\n<li>Specifies that 2 records are a match if they do not have the same values in the non-equal match column.<\/li>\r\n<li>Reverses whatever would\/would NOT have matched without Non-equal match.<\/li>\r\n<li>If using non-equal match, then MUST switch on Validate Matches property in Base Object Advanced Properties.<\/li>\r\n<\/ul>\r\n<p><strong>Match Rule \u2013 Segment Matching<\/strong><\/p>\r\n<ul>\r\n<li>Allows a match rule to be limited to a specific subset of data.<\/li>\r\n<li>Different match rules can use different segment values.<\/li>\r\n<\/ul>\r\n<p><strong>Match Rule<\/strong><\/p>\r[\/et_pb_text][et_pb_image src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-9-2.png&#8221; align=&#8221;center&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_font_size=&#8221;20&#8243; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|desktop&#8221;]<p>\r\n<strong>Fuzzy Match\/Search Strategy:<\/strong><\/p>\r\n<p><strong>Steps for defining Fuzzy Match Rules<\/strong><\/p>\r\n<ul>\r\n<li>Select Match\/Search Strategy = Fuzzy<\/li>\r\n<li>Choose a Population<\/li>\r\n<li>Define Match Path<\/li>\r\n<li>Define Match Key<\/li>\r\n<li>Define Match Columns<\/li>\r\n<li>Create at least one Match Rule Set &amp; choose Search Level<\/li>\r\n<li>Create Match Rules for Match Rule Set(s)<\/li>\r\n<\/ul>\r\n<p><strong>Population<\/strong><\/p>\r\n<ul>\r\n<li>Population is intended to addresses the name distribution problem.<\/li>\r\n<li>Common family names in each population skew the data and query performance.<\/li>\r\n<\/ul>\r\n<p>E.g. Smith, Williams in English-speaking populations.<\/p>\r\n<ul>\r\n<li>Each population also has a large number of uncommon names that tend to have the most error and variability.<\/li>\r\n<li>Match needs to account for both of these situations in the way that the keys are built, to give optimal search performance for both.<\/li>\r\n<li>Defines how to identify matches within a particular population and language.<\/li>\r\n<li>Defines how to build keys and perform searches on name and address.<\/li>\r\n<li>Supports a specific set of match purposes.<\/li>\r\n<\/ul>\r\n<p><strong>Match Key<\/strong><\/p>\r\n<ul>\r\n<li>Match key is used to search for match candidates.<\/li>\r\n<li>It is a fixed-length, compressed, and encoded value.<\/li>\r\n<li>Built from a combination of the words and numbers in a name or address.<\/li>\r\n<li>For one name or address, multiple SSA match keys are generated.<\/li>\r\n<li>Match Key Properties:\r\n<ul>\r\n<li>Key Type.<\/li>\r\n<li>Key Width.<\/li>\r\n<li>Path Component.<\/li>\r\n<li>Match Column Contents.<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p><strong>Match Key \u2013 Key Type<\/strong><\/p>\r\n<ul>\r\n<li>The match key type describes important characteristics about a column to <a href=\"https:\/\/asha24.net\/blog\/informatica-mdm-hub-console-and-data-model\/\">MDM Hub<\/a>.<\/li>\r\n<li>Should be based on the main identifying data in your base object.<\/li>\r\n<li>For standard population, the options are:<\/li>\r\n<\/ul>\r\n<p><strong>Match Key \u2013 Key Width<\/strong><\/p>\r\n<ul>\r\n<li>Determines the degree of variance that will be supported in the key values.<\/li>\r\n<li>Represents tradeoff between match precision and the space used by match key records.<\/li>\r\n<\/ul>\r\n<p><strong>Match Key \u2013 Path Component<\/strong><\/p>\r\n<ul>\r\n<li>Contains the column that forms the basis for defining the Match Key.<\/li>\r\n<li>Can be any table defined in the Match Path.<\/li>\r\n<\/ul>\r\n<p><strong>Match Key \u2013 Match Column Contents<\/strong><\/p>\r\n<ul>\r\n<li>The column(s) from Path Component that provides data to the Match Key.<\/li>\r\n<\/ul>\r\n<p><strong>Match Key \u2013 Example<\/strong><\/p>\r\n<ul>\r\n<li>Key Type = Organization_Name;<\/li>\r\n<li>Key Width = Standard;<\/li>\r\n<li>Path Component = Customer<\/li>\r\n<li>Match Column Contents = Full_Name<\/li>\r\n<\/ul>\r\n<p><strong>Match Key:<\/strong><\/p>\r\n<p><strong>Match Column<\/strong><\/p>\r\n<ul>\r\n<li>A match column contains an identifying characteristic of the base object record to be consolidated.<\/li>\r\n<li>Can be a fuzzy column or an exact column.<\/li>\r\n<li>Fuzzy Match Column.\r\n<ul>\r\n<li>The column name you choose defines the type of data that the match expects that column to contain.<\/li>\r\n<li>Examples: Person Name, Address Part 1, Address Part 2, etc.<\/li>\r\n<\/ul>\r\n<\/li>\r\n<li>Exact Match Column.\r\n<ul>\r\n<li>Acts as a filter in the match.<\/li>\r\n<li>Can have additional properties when used in match rules like Null match, Non-equal match, and segment match.<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p><strong>Match Column:<\/strong><\/p>\r\n<p><strong>Match Rule Set<\/strong><\/p>\r\n<ul>\r\n<li>They are logical grouping of Match Rules that collectively act on a base object for identifying duplicates.<\/li>\r\n<li>Multiple rule sets can be defined for a base object.<\/li>\r\n<li>Only one rule set can be active at any point in time.<\/li>\r\n<li>Each rule set has a Search Level and can comprise of one or more Match Rules.<\/li>\r\n<\/ul>\r\n<p><strong>Match Rule Set \u2013 Search Level<\/strong><\/p>\r\n<p>Determines how many match candidates are returned in the search phase of match process.<\/p>\r\n<p><strong>Match Rule Set \u2013 Search Level Examples<\/strong><\/p>\r\n<p>Key Type = Organization_Name; Key Width = Standard;<\/p>\r\n<p>Record to be Matched = \u201cELIZABETH S O\u2019BRIAN\u201d<\/p>\r\n<p><strong>Match Rule Set:<\/strong><\/p>\r\n<p><strong>Match Rule<\/strong><\/p>\r\n<ul>\r\n<li>Determines what constitutes a match during match process<\/li>\r\n<li>Fuzzy Match Rule Properties:\r\n<ul>\r\n<li>Match Purpose<\/li>\r\n<li>Match Level<\/li>\r\n<li>Accept Limit Adjustment<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p><strong>Match Rule \u2013 Match Purpose<\/strong><\/p>\r\n<ul>\r\n<li>Determines the fields that will be used in the match\r\n<ul>\r\n<li>Different fields are required fields for different purposes<\/li>\r\n<li>There are also optional fields for each purpose that can help improve the match<\/li>\r\n<\/ul>\r\n<\/li>\r\n<li>Determines the importance accorded to each field<\/li>\r\n<\/ul>\r\n<p><strong>Match Rule \u2013 Match Level<\/strong><\/p>\r\n<ul>\r\n<li>Determines how precise the match is i.e. how similar a candidate record is to the queued record to be considered a match<\/li>\r\n<li>Supported match levels are:\r\n<ul>\r\n<li>Conservative:\u00a0\u00a0\u00a0 Tight Matching<\/li>\r\n<li>Typical: Appropriate for most matches<\/li>\r\n<li>Loose:\u00a0\u00a0 Allows more variance in the values being matched<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p><strong>Match Rule \u2013 Accept Limit Adjustment<\/strong><\/p>\r\n<ul>\r\n<li>Determines the acceptability of a match for the specified match level.<\/li>\r\n<li>The Accept Limit Adjustment allows a coarse adjustment to what is considered to be a match for this match rule:\r\n<ul>\r\n<li>A positive adjustment results in tighter matching.<\/li>\r\n<li>A negative adjustment results in looser matching.<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p><strong>Match Rule:<\/strong><\/p>\r\n<p><strong>Match Rule \u2013 Syntax Used in Rule Description<\/strong><\/p>\r\n<p><strong>Match Server Architecture<\/strong><\/p>\r\n<p><strong>Match server is multi-threaded<\/strong><\/p>\r\n<ul>\r\n<li>Can configure how many threads MDM Hub will create for matching.<\/li>\r\n<li>If not configured, 4 threads will be created regardless of the number of CPUs on the machine.<\/li>\r\n<\/ul>\r\n<p><strong>Multiple match servers can be configured<\/strong><\/p>\r\n<ul>\r\n<li>Allows match jobs to be run in parallel. A single match job is not load balanced across multiple match servers.<\/li>\r\n<li>MDM Hub will assign match jobs to available match servers on a round robin basis<\/li>\r\n<\/ul>\r\n<p><strong>Merge Process:<\/strong><\/p>\r\n<p><strong>Objectives<\/strong><\/p>\r\n<p>Following are the objectives of this topic:<\/p>\r\n<ul>\r\n<li>Configure Merge Settings<\/li>\r\n<li>Describe Immutable Source Systems<\/li>\r\n<li>Describe Distinct Systems<\/li>\r\n<li>Describe the Un-Merge Process<\/li>\r\n<\/ul>\r\n<p><strong>Merge Process<\/strong><\/p>\r\n<p><strong>Merge<\/strong><\/p>\r\n<ul>\r\n<li>Consolidation process of two matched records in the Base Object<\/li>\r\n<li>Merge can be Auto-Merge or Manual-Merge depending on the degree of matching.<\/li>\r\n<\/ul>\r\n<p><strong>Immutable Source Systems<\/strong><\/p>\r\n<ul>\r\n<li>An immutable source means that the source system is seen as a distinct source<\/li>\r\n<li>All records coming from this source always have a consolidation indicator of 1<\/li>\r\n<li>If two immutable records must be merged, then a data steward needs to perform a manual verification in order to allow that change. The\u00a0 data steward will have to choose the key that remains<\/li>\r\n<\/ul>\r\n<p><strong>Distinct Systems<\/strong><\/p>\r\n<ul>\r\n<li>Records from source marked as Distinct will not merge amongst themselves<\/li>\r\n<\/ul>\r\n<p><strong>Un-Merge Process<\/strong><\/p>\r\n<ul>\r\n<li>By default, unmerging parent records does not unmerge associated child records<\/li>\r\n<li>Unmerge Child When Parent Unmerges option allows you to specify what happens if records in the parent base object are unmerged<\/li>\r\n<li>Pre-Requisites for enabling this option are:\r\n<ul>\r\n<li>The parent-child relationship must already be configured in the child base object.<\/li>\r\n<li>The foreign key column in the child base object must be a match-enabled column.<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p>From this blog you have gone through Match process and to have knowledge in Informatica MDM\u00a0<a href=\"https:\/\/asha24.net\/blog\/a-guide-on-informatica-batch-viewer\" target=\"_blank\" rel=\"noopener noreferrer\">Batch Viewer<\/a>.<\/p>\r\n<p style=\"text-align: center;\"><a href='https:\/\/asha24.net\/informatica-mdm-training' class='big-button bigblue' target=\"_blank\"><span style=\"color: #ffffff;\"><strong>Enroll for Informatica MDM Training Course<\/strong><\/span><\/a><\/p>\r[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row _builder_version=&#8221;3.25&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_team_member name=&#8221;Nitesh&#8221; position=&#8221;Author&#8221; image_url=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/Nitesh.gif&#8221; _builder_version=&#8221;3.0.106&#8243; header_font=&#8221;Titillium Web|700|||||||&#8221; body_font=&#8221;Titillium Web||||||||&#8221; body_font_size=&#8221;16&#8243; body_font_size_tablet=&#8221;&#8221; body_font_size_phone=&#8221;&#8221; body_font_size_last_edited=&#8221;on|desktop&#8221;]<p>\r\nBonjour. A curious dreamer enchanted by various languages, I write towards making technology seem fun here at Asha24.<\/p>\r[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":47854,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[32],"tags":[],"class_list":["post-47823","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-informatica-mdm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Informatica MDM Load and Match Process - Tutorial - Asha24 Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/asha24.net\/blog\/informatica-mdm-load-and-match-process-tutorial\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Informatica MDM Load and Match Process - Tutorial - Asha24 Blog\" \/>\n<meta property=\"og:url\" content=\"https:\/\/asha24.net\/blog\/informatica-mdm-load-and-match-process-tutorial\/\" \/>\n<meta property=\"og:site_name\" content=\"Asha24 Blog\" \/>\n<meta property=\"article:published_time\" content=\"2018-01-13T01:41:18+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-02-04T04:01:11+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/asha24.net\/blog\/wp-content\/uploads\/2018\/03\/informatica-load-and-match-process4.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"459\" \/>\n\t<meta property=\"og:image:height\" content=\"351\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mahesh\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"11 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/asha24.net\/blog\/#website\",\"url\":\"https:\/\/asha24.net\/blog\/\",\"name\":\"Asha24 Blog\",\"description\":\"Dedication Towards Learning\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/asha24.net\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/asha24.net\/blog\/informatica-mdm-load-and-match-process-tutorial\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/asha24.net\/blog\/wp-content\/uploads\/2018\/03\/informatica-load-and-match-process4.jpg\",\"contentUrl\":\"https:\/\/asha24.net\/blog\/wp-content\/uploads\/2018\/03\/informatica-load-and-match-process4.jpg\",\"width\":459,\"height\":351},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/asha24.net\/blog\/informatica-mdm-load-and-match-process-tutorial\/#webpage\",\"url\":\"https:\/\/asha24.net\/blog\/informatica-mdm-load-and-match-process-tutorial\/\",\"name\":\"Informatica MDM Load and Match Process - Tutorial - Asha24 Blog\",\"isPartOf\":{\"@id\":\"https:\/\/asha24.net\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/asha24.net\/blog\/informatica-mdm-load-and-match-process-tutorial\/#primaryimage\"},\"datePublished\":\"2018-01-13T01:41:18+00:00\",\"dateModified\":\"2023-02-04T04:01:11+00:00\",\"author\":{\"@id\":\"https:\/\/asha24.net\/blog\/#\/schema\/person\/f6167b78bbaddfc399ae1154cd5b6759\"},\"breadcrumb\":{\"@id\":\"https:\/\/asha24.net\/blog\/informatica-mdm-load-and-match-process-tutorial\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/asha24.net\/blog\/informatica-mdm-load-and-match-process-tutorial\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/asha24.net\/blog\/informatica-mdm-load-and-match-process-tutorial\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/asha24.net\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Informatica MDM Load and Match Process &#8211; 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