Survivorship Reference Rules

On a matching algorithm, the following rules are available for promoting references / links to a golden record.

Reference: Most Recent

Valid for strategies: merge or link

Specifies that the reference / link types promoted from the source object is the most recent reference / link. The analysis is performed in the single context / workspace selected in the algorithm, and that data is promoted across all contexts / qualifiers.

• Reference Type: Required. Click the ellipsis button () to specify the valid reference / link type from the source objects you are handling. When this is the only field populated, a reference / link of the same type pointing to the same target will be promoted to the golden record.

• Golden Record Reference Type - Optionally, click the ellipsis button () to specify the reference type that links the target golden records and target source objects.

  If the objects that the source objects are pointing to also have golden records, you can configure the new golden record to point to this golden record rather than the source object’s original target.

• Mapping Reference Type - Optionally, click the ellipsis button () to specify a reference / link type mapped to this reference / link type.

  When this parameter is not populated, the reference or link created for the golden record is of the same type as the source object's reference / link.

• Last Edit Date Attribute - When no attribute is selected, the most recent date is the STEP object revision timestamp when the given element of the survivorship rule entered STEP.

  Optionally, click the ellipsis button () and select the attribute that holds the value to be used as the last edit date when determining the most recent source record to promote to the golden record.

  • When the selected attribute is valid for this object, timestamp is taken from the object.

  • When the selected attribute is not valid for the object, the value is taken from the given element of the survivorship rule, for example, a data container object or a reference object.

Reference: Multi Context Trusted Source

Valid for strategies: link

Specifies that the reference / link types promoted from the source object is the trusted source and considers data that is dimension dependent. The analysis is performed for all contexts / qualifiers (a set of one or more dimension points, like country and language) in STEP.

• Comma separated list of trusted sources - Enter a comma-separated list of the case-sensitive Source System ID for all trusted sources, starting with the most trusted source, then the next-most, and so on. Content is taken from the first trusted source with data. If content does not exist for any of the trusted sources, nothing is promoted to the golden record and the existing golden record value is cleaned. For information on the Source System ID Attribute setting, refer to the Configuring the Matching - Merge Golden Record Component Model topic here.

• Reference Type: Required. Click the ellipsis button () to specify the valid reference / link type from the source objects you are handling. When this is the only field populated, a reference / link of the same type pointing to the same target will be promoted to the golden record.

• Golden Record Reference Type - Optionally, click the ellipsis button () to specify the reference type that links the target golden records and target source objects.

  If the objects that the source objects are pointing to also have golden records, you can configure the new golden record to point to this golden record rather than the source object’s original target.

• Mapping Reference Type - Optionally, click the ellipsis button () to specify a reference / link type mapped to this reference / link type.

  When this parameter is not populated, the reference or link created for the golden record is of the same type as the source object's reference / link.

• Promote single source only - When checked, content from the most trusted source is used for all contexts / qualifiers, which prevents empty values in the golden record as long as one of the trusted sources has content. For example, when only the French language / France country context has a value, that value would be written into other contexts that are blank.

  When not checked, each context / qualifier supplies its own content, including empty values when found.

• Accumulative promotions - When checked, all references / links and their metadata from multiple source records are written to the golden record (including references from different contexts). In a case of a reference / link being single-valued with multiple references in a particular context, the most trusted will be promoted, but if there are multiple references in multiple contexts, all references will be promoted to golden record.

  When not checked, only references / links and their metadata from the most trusted source records are written to the golden record.

Note: If both the 'Accumulative promotions' and the 'Promote single source only' options are checked, then 'Promote single source only' takes precedence, and only references / links from that source are promoted.

• Prefer dimension point specific references - When checked, only local references / links are promoted.

  When not checked, available inherited content is promoted if a local reference / link does not exit.

  This option can be used in conjunction with the 'Accumulative promotions' option to determine which reference / link to promote when multiple source records have references / links to the same target object.

Note: If both the 'Prefer dimension point specific references' and the 'Promote single source only' options are checked, then 'Promote single source only' takes precedence, and only references from that source are promoted.

• Promote inherited references - When checked, inherited references / links are written to the golden record only if the golden record object type is valid for the selected reference type.

  When not checked, only local references are written to the golden record.

• Promote reference suppressions - When checked, suppressed references / links are written to the golden record.

  When not checked, suppressed references / links are ignored.

Reference: Trusted Source

Valid for strategies: merge or link

Specifies that the reference / link types promoted from the source object is the most trusted reference / link. The analysis is performed in the single context / workspace selected in the algorithm, and that data is promoted across all contexts / qualifiers.

In a match and merge solution, when a source system updates a record in STEP, the trusted source picks up on the golden record feedback loop and serves as a connected source. For more information on connected sources, refer to the Survivorship in Match and Merge topic here.

• Comma separated list of trusted sources - Enter a comma-separated list of the case-sensitive Source System ID for all trusted sources, starting with the most trusted source, then the next-most, and so on. Content is taken from the first trusted source with data. If content does not exist for any of the trusted sources, nothing is promoted to the golden record and the existing golden record value is cleaned. For information on the Source System ID Attribute setting, refer to the Configuring the Matching - Merge Golden Record Component Model topic here.

• Reference Type: Required. Click the ellipsis button () to specify the valid reference / link type from the source objects you are handling. When this is the only field populated, a reference / link of the same type pointing to the same target will be promoted to the golden record.

• Golden Record Reference Type - Optionally, click the ellipsis button () to specify the reference type that links the target golden records and target source objects.

  If the objects that the source objects are pointing to also have golden records, you can configure the new golden record to point to this golden record rather than the source object’s original target.

• Mapping Reference Type - Optionally, click the ellipsis button () to specify a reference / link type mapped to this reference / link type.

  When this parameter is not populated, the reference or link created for the golden record is of the same type as the source object's reference / link.

• Last Edit Date Attribute - When no attribute is selected, the most recent date is the STEP object revision timestamp when the given element of the survivorship rule entered STEP.

  Optionally, click the ellipsis button () and select the attribute that holds the value to be used as the last edit date when determining the most recent source record to promote to the golden record.

  • When the selected attribute is valid for this object, timestamp is taken from the object.

  • When the selected attribute is not valid for the object, the value is taken from the given element of the survivorship rule, for example, a data container object or a reference object.