how to search duplicate Customers into SAP MDM 5.5 SP05

[Former Member]

Hi,

we've a Customer repository running on SAP MDM SP05 and want to search for duplicated Customers, in order to match/merge them.

We know for sure that a certain Account_Group has Customers with Name1 in Capital/Upper case letters,

while another Account_Group has Customers with Name1 in Lower case.

We also already know (by a manual check) that there are some hundreds duplicated records but how to search for them?

How to apply a search criteria which looks into the Name1 field and finds the duplicated ones regardless the Upper/Lower Case?

And once found them, how to select them (Check them out?) and then apply some matching criteria/rule?

Any hint is appreciated.

thanks and regards,

Stefano Atzeni

[Former Member]

Thank you guys,

very clear and the sample on the other post was very easy and clear.

Careful with the thresholds ! (that's where I was failing)

[Former Member]

Hi Stefano,

In order to understand how to execute Match-Merge using Transformation, Rules and Strategies. Please refer below Article especially page 13/32 onwards 4.2 Define a Matching

http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/909108b0-64a1-2910-c39d-bcd63a012...

Also refer below link for more understanding:

Once you got concept right, similarly you can do it for Account_Group has Customers with Name1 where you use this field Name1 in transformation and define in substitutions From Upper letter to lower letter so that it can understand that Upper and lower letter are same things, further define this transformation into Rule and then Rule into Strategy.

Regards,

Mandeep Saini

[former_member208981]

Hi Stefano,

You can write Matching rules on the fields mentioned.

If the case are a problem, you can change them by executing UPPER or LOWER expressions on all the records and then execute the strategy on all the records, by selecting all the records.

When in Match mode you can merge the duplicates.

Thanks,

Priti

[Former Member]

HI Stefano

First step you need to perform is define a matching startegy in MDM data manager for which we need to define transformations, Rules and then include them in the matching strategy.

Coming to your requirement below- Some customers have Name1 in Upper case and some are in Lower case which need to be compared for finding duplicates.

1. Define a field, Name1 normalized in console as calculated text field with expression as UPPER(Name1).

2. Define transformations if required like replacing special characters with blank.

3. Define a rule on transformed field Name1 normalized [xfm] with a success and failure score.

4. Similarly define rules for other fields like Name2, Email ID, Telephone number etc on which you want to find duplicates.

5. Define a matching startegy including all above rules and the High and low threshold for it.

6. Select all records in Data manager for an Account group and execute the matching strategy defined in the matching mode. System will show you the potential duplicates along with scores and Count.

7. You can view the potentail duplicates against each record in Match tab.

For better understanding please go through the MDM Data Manager refernce guide, section on Matching Startegy.

Hope this helps-Ravi