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Hi All,

 

Can someone please let me know the steps for configuring Survivorship logic for attributes once records are tagged for merge?

I couldnt find much of survivorship details in One MDM document.

Thanks,

fshahin

Hi @fshahin, we had a recent post on this where @Samuel Muvdi was sharing some tips, you can check the post here. May I ask whether that’s any helpful to you?


Hi @Cansu, Thanks for the update. I did check that post but it didn’t explain how survivorship rules are configured in OneAtaccama tool. I am struggling with that.


In addition to what was stated in the post by @Samuel Muvdi (which is very detailed), you can configure additional survivorship logic in the source merge plan utilizing the Representative Creator step.  Let’s use the component masters_party_merge.comp in the CDI example project.   For example, if you wanted to have party name values always survive from a specific source (e.g. CRM), we can assign a trust (rank) scores for each source system. These trust scores can vary for each selection rule group, allowing the creation of specific selection rules for each attribute if necessary.  Essentially we use this step to order the instance records in order to determine which is ranked first and therefore “represented” as the master record.  You can get more granular and create multiple Rule groups for different attributes and apply a different ranking logic.  So, for example, you trust the LIFE source more for Birth Date, then you can change the ranking logic below.  You could also user a Lookup table to hold the Source System ranking values and then you could lookup the value in the merge plan thus allowing you to change the ranking with in the lookup without having to adjust the Rep Creator logic.

For example:

 

 


In addition to David's answer, I suggest checking out these two tutorials:

  1. Tutorials project > 9 Match and merge > 09.01 Match and merge.plan: This tutorial covers the basics of MDM, demonstrating the three steps of the MDM process (clean, match, and merge) in a unified flow.
  2. General MDM project - CDI example: This is a simple MDM project that covers all the key concepts of Ataccama MDM. You can find instructions on how to install it here: MDM Example Project :: Ataccama ONE

Thank you so much @David Mecca and @AKislyakov for your response. They were very helpful 😊


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