B360 July2023 ConfigureDataQuality en
B360 July2023 ConfigureDataQuality en
July 2023
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Table of Contents 3
Preface
Follow the instructions in Configure Data Quality to associate data quality rules with the business entity fields
to validate the field values.
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4
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Preface 5
Chapter 1
You can associate data quality rules based on simple conditions, Cloud Data Quality, and DaaS with business
entity fields. You can also add integrity checks to business entity fields only. When you add or import records,
the rule associations validate and transform the records, and store them in the data store.
When validation fails, you can downgrade the trust score of the field, and that helps determine the confidence
level of the source data.
Note: When you configure data quality rules for picklists, MDM SaaS runs the data quality rules on the code
values of the selected reference data. The rule validation considers only the code and not the name of the
code value.
For example, if you configure a basic rule association with a lowercase function for the Country picklist, MDM
SaaS runs the rule association on the code IN. It doesn't run the rule association on the name India.
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Chapter 2
For example, Smith Store wants to master data from a newly acquired business. Smith Store wants to
combine the first name and last name of each customer to generate the full name to print on the receipt.
Smith Store can associate a basic rule with the Full Name field and concatenate the first name and last name
values.
Note: You can't add basic rule associations for boolean fields.
When you configure basic rule associations, you configure conditions that transform or validate field values.
To set the conditions, you can use the predefined validation functions or the predefined transformation
functions. A validation function validates whether data matches the specified condition. A transformation
function transforms source data.
The following table describes the validation functions that you can use:
Function Description
Maximum Length Validates whether the length of a string is less than or equal to the specified length.
Minimum Length Validates whether the length of a string is greater than or equal to the specified length.
Starts With Validates whether a string starts with the specified string.
Ends With Validates whether a string ends with the specified string.
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Function Description
Contains Validates whether a value contains the specified string in the exact order.
Does Not Contain Validates whether a value does not contain the specified string in the exact order.
Not Allowed Validates whether a value contains the specified characters that are not allowed.
Characters
Regular Match Validates whether a string matches with the specified regular expression pattern.
External Validates the field data based on an external validation rule that is associated to a Cloud
Validation Application Integration process. The Cloud Application Integration process uses external APIs to
validate the data.
For more information about creating a process, see Cloud Application Integration Design.
Greater Than Date Validates whether a date is greater than the specified date.
Lesser Than Date Validates whether a date is less than the specified date.
Maximum Decimal Validates whether the number of decimal places is less than or equal to the specified value.
Scale
Minimum Value Validates whether a numerical value is greater than or equal to the specified value.
Maximum Value Validates whether a numerical value is less than or equal to the specified value.
Maximum Validates whether the total number of digits in a decimal number is less than or equal to the
Precision specified value.
Note: When you define a basic rule association with a maximum or minimum value, the rule considers only
the first 16 digits of numeric values. For example, if you specify 20 as the maximum value and the input is
20.09123456904589098743, the rule considers 20.09123456904589 and ignores the remaining digits.
The following table describes the transformation functions that you can use:
Function Description
Title Case Capitalizes the first character in each word of a string and converts all other characters to
lowercase.
The supported predefined rule specification is DUNS SSN Validation that validates the DUNS and Social
Security numbers.
You can create advanced rule associations to validate input fields that are empty. Based on the rule
specification, the advanced rule association validates the input fields in the business application. If the input
fields are empty, the rule returns a value for the empty fields.
For more information about creating or editing rule specifications in Cloud Data Quality, see Rule
specification assets in Cloud Data Quality.
• To ensure the success of the business entity field comparison operation in Business 360 Console, use
integer or string values in the rule statement output in Cloud Data Quality.
• When you configure an advanced rule association for a transformation function, set rule statement output
values for all the conditions in Cloud Data Quality to generate values in the output field.
• When you modify a rule specification in Cloud Data Quality, select the rule specification again or reset the
fields of the advanced rule association in Business 360 Console. Otherwise, the changes to the rule
specification aren't effective when the rule is executed.
• Advanced rule associations for date fields with a rule specification that contains the current_timestamp
function in Cloud Data Quality return the output in the UTC timezone. To display the date field in other
timezones, configure the rule specification with a different timestamp function.
• When you configure advanced rule association in Business 360 Console, ensure that you don't select a
rule specification configured with advanced mode from Cloud Data Quality.
You can use the DaaS rule association only on the fields that store postal addresses, email addresses and
phone numbers. To use the required DaaS services, add valid license keys in the Global Settings page.
Integrity checks
You can configure integrity checks to validate business entity records. Integrity checks are a unique type of
data quality check that can only be configured for the business entity record attributes.
• Business entity attribute. Checks the business entity records based on other business entity attributes
and values. For example, you can configure an integrity check to verify that the date of incorporation for a
company is before or after a specific date.
• Relationship attribute. Checks the business entity records based on relationship attributes. For example,
you can configure an integrity check to verify that a relationship exists between an employee and an
organization from a specific date.
• Relationship. Checks the business entity record to verify that a specific relationship exists. For example,
you can configure an integrity check to verify that a relationship exists between an employee and a
manager.
If a business entity record fails an integrity check, a warning appears in the related records table. To help
users understand the warning, you must also configure an error message for each integrity check.
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Chapter 4
12
Chapter 5
13
d. To configure the error message, select one of the following options:
• From Rule Specification Field. Select a rule specification field that contains error message.
• Custom Message. Enter a custom error message.
e. Select a field to use to downgrade the trust score.
Note: Trust score downgrade is applicable only when you ingress data.
f. Enter the percentage of trust score to downgrade when the validation fails.
g. Click Save.
Note: You can't delete predefined basic and advanced rule associations.
1. On the business entity page, select a field that has rule associations.
2. To delete a basic rule association, click Data Quality > Basic in the Properties section.
3. Hover over the basic rule association to delete, and click Delete.
4. To delete a advanced rule association, click Data Quality > Advanced in the Properties section.
5. Hover over the advanced rule association to delete, and click Delete.
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Chapter 7
To validate and enrich addresses in batches, a DaaS rule association uses an address verifier asset from
Cloud Data Quality. To validate and enrich addresses in real time, a DaaS rule association uses Informatica
Address Verification. To validate email addresses in real-time, a DaaS rule association uses Informatica
Email Verification. To validate phone numbers in real time, a DaaS rule association uses Informatica Global
Phone Validation.
For more information about adding license details, see Configure Global Settings.
Note: You can't add a DaaS rule association to validate and enrich an email, phone, and custom field groups
in batches.
1. On the business entity page, select a field group that stores postal addresses.
2. In the Properties section, click Data Quality > DaaS Batch.
3. To enable DaaS validation, select Enable DaaS Validation.
Note: When you enable DaaS validation, you can't add basic and advanced rule associations to the fields
in the field group.
4. Click Configure Address Verification.
5. In the Verifier field, view the preselected Address Verifier asset.
Note: By default, the predefined address verifier asset is selected. For more information about the
address verifier asset, see the Informatica Cloud Data Quality Online Help.
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6. On the Input and Output Fields tab, view the input and output fields that are mapped to the business
entity fields.
For more information about the input and output field mappings, see “Predefined mapping of input and
output fields” on page 17.
7. On the Validation tab, perform the following tasks:
a. In the Error Status section, select the severity of the validation failure.
b. Enter a custom error message.
c. In the Trust Score section, select the fields to use to downgrade the trust score.
d. Enter the percentage of trust score to downgrade when the validation fails.
8. Click Save.
The following table lists the input fields of the address verifier asset and their mapped business entity fields:
The following table lists the output fields of the address verifier asset and their mapped business entity
fields:
The predefined field group comes configured with a default DaaS rule association and a mapping of the
address verification DaaS provider fields and business entity fields. You can also create a DaaS rule for
custom field groups and map the input and output fields as required.
• You can’t create a DaaS rule association or edit the predefined DaaS rule association for the predefined
postal address field group.
• You can add one DaaS rule association at each level within nested custom field groups.
• Before you create a DaaS rule association, ensure that you save any changes to fields of the business
entity.
• Ensure that you map a business entity field to the Country field of the Address Verification DaaS provider.
Note: If you don't map any of the business entity fields to the Country field, the rule can't validate or enrich
the values of the address fields in real time.
• Unlike email and phone validation, if users add an incorrect address in the business application, real-time
address verification doesn't display the validation error during record creation. The validation error
appears after the user submits the record.
1. On the business entity page, select a postal address field group or any custom field group that stores
postal addresses.
2. For a predefined postal address field group, perform the following steps:
a. In the Properties section, click Data Quality > DaaS Real-time.
The following table lists the input fields of Address Verification DaaS data provider and their mapped
business entity fields:
Address Verification DaaS Data Provider Field Field Type Mapped Business Entity Field
Preformatted data > Postal Delivery Address Lines > Address Text Address Line 1
Lines 1
Preformatted data > Postal Delivery Address Lines > Address Text Address Line 2
Lines 2
Preformatted data > Postal Delivery Address Lines > Address Text Address Line 3
Lines 3
The following table lists the output fields of the business entity and their mapped Address Verification DaaS
data provider fields:
Business Entity Field Field Type Mapped Address Verification DaaS Data Provider Field
Default Indicator Boolean Enrichments > Additional Fields > Boolean Field 1
Address Type Text Enrichments > Additional Fields > Text Field 2
Usage Type Text Enrichments > Additional Fields > Text Field 3
Address Status Text Enrichments > Additional Fields > Text Field 4
Address Line 1 Text Preformatted data > Postal Delivery Address Lines > Address
Lines 1
Address Line 2 Text Preformatted data > Postal Delivery Address Lines > Address
Lines 2
Address Line 3 Text Preformatted data > Postal Delivery Address Lines > Address
Lines 3
Postal Code Text Address Elements > Postal Code > Postal Code 1
Postal Code Extension Text Enrichments > Additional Fields > Text Field 5
Coordinate System Text Enrichments > Geo Codes > Arrival Point > Coordinates
Start Date DateTime Enrichments > Additional Fields > DateTime Field 1
End Date DateTime Enrichments > Additional Fields > DateTime Field 2
Latitude Text Enrichments > Geo Codes > Arrival Point > Latitude
Longitude Text Enrichments > Geo Codes > Arrival Point > Longitude
Enriched Indicator Text Enrichments > Status Codes > Enriched Indicator
Verification Status Code Text Enrichments > Status Codes > Verification Status Code
Verification Message Text Enrichments > Status Codes > Verification Status Message
1. On the business entity page, select a field group that stores email addresses or phone numbers.
2. In the Properties section, click DaaS.
3. To enable DaaS validation, select Enable DaaS Validation.
4. Select the severity of the validation failure.
5. Enter an error message to display when the validation fails.
6. Enter the percentage of trust score to downgrade when the validation fails.
7. Click Save.
1. On the business entity page, select a business entity record field to configure an integrity check.
2. In the Properties section, click Data Quality.
3. Click Add Integrity Check.
The Add Integrity Check dialog box appears.
4. From the Based On list, select the option based on which you want to configure the integrity check.
Option Description
Business Entity Attribute Uses a business entity attribute value to check the field values.
Relationship Attribute Uses a relationship attribute value for the integrity check.
Field Description
Applied Field The selected business entity record field for which you are configuring the integrity check. The
value is automatically populated.
Attribute Name of the attribute based on which you want to check the integrity of the selected business
entity record field. All attributes that belong to the related business entity of the business entity
record field appear.
Operator An operator to validate the attribute value. The available operators depend on the attribute type.
Field Description
In Relationship The second business entity that has a relationship with the business entity to which the
Between business entity record field belongs.
Relationship Type of relationship that exist between the two business entities.
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Field Description
Attribute Name of the relationship attribute based on which you want to check the integrity of the
business entity record field. All attributes associated with the selected relationship appear.
Operator An operator to validate the attribute value. The available operators depend on the attribute
type.
Field Description
Between The second business entity that has a relationship with the business entity to which the business
entity record field belongs.
Relationship Type of relationship that exist between the two business entities.
Condition A condition that uses the specified relationship to verify the integrity of the business entity record
field values.
8. Enter an error message to display in the business application when the integrity check fails.
9. Click Save.
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Index
I system status 5
M U
maintenance outages 5
upgrade notifications 5
S W
status
Informatica Intelligent Cloud Services 5 web site 4
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