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Former Member

MDM workflow match step score

I have a requirement to match newly loaded record to existing MDM records and if matching score is lets say 90%, i need to update a field of the newly record with a flag.

How can achieve this using MDM workflow?

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2 Answers

  • Best Answer
    Posted on Aug 27, 2012 at 01:03 PM

    Hi Subin,

    Just to confirm my understanding you wish to have a match step without human intervention and use matching score,also automation is desired for this process.

    I dont think you can use matching scores in MDM validation and perform action based on that.For this purpose APIs are suited.Having buttons like "Duplicate check" in portal which triggers matching and updates flag would suit your purpose.

    Thanks,

    Ravi

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    • Former Member Former Member

      Hi Subin,

      In Match step in MDM Workflow, you get one output after the execution of matching strategy.

      So if you can get matching score or Matching level(High - you can define High Threshold score as equivalent to 90%matching) as output, then you should be able to use this to trigger validation or assignment. As communicated earlier, i am not able to try this so asking you to kindly check if it is possible or not.

      If above scenario does not work out, then best option would be to use Java APIs for matching the records and if match level is >=90% then you can update the desired field using Java APIs only.

      Apart from that i don't think you can achieve automation using other easier workaround.

      Kindly let me know in case of any doubts. Thank you.

      Regards,

      Ankush Bhardwaj

  • author's profile photo Former Member
    Former Member
    Posted on Aug 23, 2012 at 05:52 PM

    To be more specific, i want all of the steps in workflow automated. I dont want user involvement in any of steps.

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    • Former Member

      HI Subin,

      You need to write Validation, assignment and define matching strategy to fulfill your requirement.

      Create a workflow which will be triggered automatically after record add. Then next step would be Match step(Record vs. All) which will give you the match score. Using this match score you can execute validation(you would know what would be 90% score, so simple if statement will satisfy). If validation returns true, then execute Assignment else end workflow. I am not able to try this so request you to check this. This should help you in solving your problem. Thank you.

      Regards,

      Ankush Bhardwaj

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