With the help of this guide, users can model the following common customer data challenges in STEP:
- Individual and Organization Customers
- Individual Customers and Households
- Individuals as Contact Persons
- Suppliers
- Contact Persons in relation to Organization Customers & Suppliers
- Addresses and Contact Information
Note: Additional data may be applicable to include in a Customer and Supplier MDM solution but is not covered by these guidelines.
The collected data model is as follows. Each of the dotted boxes is a data container type.
These Implementation Guidelines assume that customers, contact persons, and organizations are created and maintained by the Merge Golden Record solution. Households are created and maintained by using the Link Golden Record solution.