Customer, Supplier, and Location MDM Enhancements

Summary

The following enhancements to Customer, Supplier, and Location MDM functionality have been made as part of the 2025.2 update. These changes are outlined below and described in the Details section that follows:

  • A new Machine Learning Matcher version 2.1 introduces significant enhancements in matching person names and addresses, including improved handling of name suffixes and refined matching to reduce false positives.

  • Users can now customize the title of the ‘Golden Record Clerical Review Task List’ screen used within a Match and Merge solution, allowing for more personalized and informative titles.

  • 'Potential Duplicate' has been renamed to 'Potential Duplicate Group' in the 'Matching - Merge Golden Record' component model to better reflect the reference to multiple records.

  • Constraints within the Match and Merge process have been removed, enhancing user control over ‘Deactivated Attributes’, 'Source Relation' references, and ‘Unmerged-From’ references.

Details

New ML Matcher version 2.1 with enhanced person name and address matching

A new Machine Learning Matcher version 2.1 is introduced with this update, featuring significant improvements in both person name and address matching.

Person name matching

  • The handling of suffixes has been enhanced. Supported suffixes include: [second, 2, 2nd, ii], [third, 3, 3rd, iii], [fourth, 4, 4th, iv], [fifth, 5, 5th], [junior, jnr, jr], and [senior, snr, sr].

  • The matching has been refined to generally assign lower scores to dissimilar names.

Address matching

  • The matching has been refined to generally assign lower scores to addresses where the sub-premise information, such as apartment numbers, differs.

  • Additionally, the scores have been adjusted to generally assign lower values to addresses where the street name is only somewhat similar.

These enhancements result in fewer false positives for both person name and address matching, providing more accurate and reliable matching results.

For more information about the Machine Learning Matcher, refer to the topic Matcher: Machine Learning Matcher in the Matching, Linking, and Merging documentation.

Configurable title for the 'Golden Record Clerical Review Task List' screen

Users are now able to configure the title on the ‘Golden Record Clerical Review Task List' screen that is used for managing potential duplicates.

Previously, the title for this task list was static and not localized, displaying as 'Golden Record Clerical Review Task List'.

The Title Formatter allows users to set the screen title with the following parameters: Workflow ID, Workflow state title, Workflow title, and Status Flags.

This enhancement allows greater personalization of task lists, ensuring that the titles are more relevant and informative based on the specific workflow and status.

For more information, refer to the topic Golden Record Clerical Review Task List in the Matching, Linking, and Merging documentation.

'Potential Duplicate' renamed to 'Potential Duplicate Group'

The 'Potential Duplicate Match Score Attribute' and the 'Potential Duplicate Reference Type' have been renamed to 'Potential Duplicate Group Match Score Attribute' and 'Potential Duplicate Group Reference Type' in the 'Matching - Merge Golden Record' component model. These new names more accurately indicate that they refer to multiple records identified as potential duplicates based on matching criteria and algorithms within STEP.

For details, refer to the Configuring the Matching - Merge Golden Record Component Model topic and related topics in the Matching, Linking, and Merging documentation.

Removal of constraints in Match and Merge

With this update, several constraints protecting modifications to Match and Merge owned attributes and references have been removed. Users can now update ‘Deactivated Attributes’, remove 'Source Relation' references and associated source information, and manage ‘Unmerged-From’ references.

These actions were previously restricted to ensure data integrity in the Matching - Merge Golden Record component model. Removing these constraints now offers users more flexibility and control over their data.

  • ‘Deactivated Attributes’ on golden records

    Users now have the ability to update 'Deactivated Attributes' owned by the Matching - Merge Golden Record component model.

    However, records that have a 'Merged-Into' relation and have been deactivated by the Match and Merge process cannot be reactivated by users.

  • 'Source Relation' references and source information

    Users can now manually remove 'Source Relation' references between golden records and source system records, as well as source information.

    Removing a 'Source Relation' will also remove all source information for this relation, whereas removing source information will leave an empty 'Source Relation.' Source system records will not be changed or removed during the process.

  • ‘Unmerged-From’ references

    Constraints on 'Unmerged-From' references have been removed, allowing users to delete 'Unmerged-From' references manually by default, or add the references again if they were deleted by mistake.

    This update allows users to delete golden records. Previously, users could not delete an entity if any 'Unmerged-From' references were pointing to it.

For more information, refer to the topic Configuring the Matching - Merge Golden Record Component Model in the Matching, Linking, and Merging documentation.