Data Quality Guide

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  • Welcome
  • Getting Started
    • Introduction to Data Quality
  • Parsing
    • Introduction to Parsing
    • Defining Domain-Independent Parsing Grammars in Dataflows
    • Culture-Specific Parsing
      • Defining a Culture-Specific Parsing Grammar
      • Assigning a Parsing Culture to a Record
      • Grammars
        • Command Metacharacters
        • Header Section Commands
        • Rule Section Commands
      • Cultures
        • Defining a Culture's Grammar Rules
        • Defining Culture RegEx Tags
        • Importing and Exporting Cultures
      • Domains
        • Adding a Domain
        • Modifying a Domain
        • Removing a Domain
        • Importing and Exporting Domains
    • Analyzing Parsing Results
      • Tracing Final Parsing Results
      • Stepping Through Parsing Events
    • Parsing Personal Names
    • Dataflow Templates for Parsing
      • Parsing English Names
      • Parsing Arabic Names
      • Parsing Chinese Names
      • Parsing Spanish and German Names
      • Parsing E-mail Addresses
      • Parsing U.S. Phone Numbers
  • Standardization
    • Standardizing Terms
    • Standardizing Personal Names
    • Templates for Standardization
      • Formalizing Personal Names
  • Matching
    • Matching Terminology
    • Standard Fields
    • Techniques for Defining Match Keys
    • Match Rules
      • Building a Match Rule
        • Negative Match Conditions
      • Testing a Match Rule
      • Sharing a Match Rule
      • Viewing Shared Match Rules
      • Creating a Custom Match Rule as a JSON Object
    • Matching Records from a Single Source
    • Matching Records from One Source to Another Source
    • Matching Records Between and Within Sources
    • Matching Records Against a Database
    • Matching Records Using Multiple Match Rules
    • Creating a Universal Matching Service
    • Using an Express Match Key
    • Analyzing Match Results
      • Viewing a Summary of Match Results
      • Viewing Record-Level Match Results
        • Match Rate Chart
        • Using Field Chooser
        • Filtering Records
      • Analyzing Match Rule Changes
      • Adding Match Results
      • Removing Match Results
      • Example: Using Match Analysis
    • Dataflow Templates for Matching
      • Identifying Members of a Household
      • Determining if a Prospect is a Customer
  • Deduplication
    • Filtering Out Duplicate Records
    • Creating a Best of Breed Record
  • Exception Records
    • Designing a Dataflow to Handle Exceptions
    • Designing a Dataflow for Real-Time Revalidation
  • Lookup Tables
    • Introduction to Lookup Tables
    • Data Normalization Module Tables
      • Advanced Transformer Tables
      • Open Parser Tables
      • Table Lookup Tables
    • Universal Name Module Tables
      • Name Variant Finder Tables
      • Open Name Parser Tables
    • Viewing the Contents of a Lookup Table
    • Adding a Term to a Lookup Table
    • Removing a Term from a Lookup Table
    • Modifying the Standardized Form of a Term
    • Reverting Table Customizations
    • Creating a Lookup Table
    • Importing Data
      • Importing Data Into a Lookup Table
      • Using Advanced Import
  • Stages Reference
    • Advanced Matching Module
      • Advanced Matching Module
      • Best of Breed
        • Options
          • Defining Template Record Rules
          • Defining Best of Breed Rules and Actions
        • Output
      • Candidate Finder
        • Database Options
          • Defining the SQL Query
          • Mapping Database Columns to Stage Fields
          • Configuring the Connection Name at Runtime
        • Search Index Options
          • Simple Search Index Options
          • Advanced Search Index Options
          • Configuring Options at Runtime
        • Output
      • Duplicate Synchronization
        • Options
      • Filter
        • Options
      • Interflow Match
        • Options
        • Output
      • Intraflow Match
        • Options
        • Default Matching Method
        • Sliding Window Matching Method
        • Output
      • Match Key Generator
        • Input
        • Options
        • Output
      • Private Match
        • Input
        • Options
        • Output
      • Transactional Match
        • Options
        • Output
      • Write to Search Index
        • Options
        • Output
        • Search Index Management
        • Standard and Keyword Analyzer
    • Business Steward Module
      • Business Steward Module
      • Exception Monitor
        • Input
        • Options
          • Conditions Tab
            • Adding or Modifying Conditions and Expressions
            • Removing a Condition or Expression
            • Using Custom Expressions in Exception Monitor
          • Configuration Tab
        • Output
      • Read Exceptions
        • Input
        • Options
        • Output
      • Write Exceptions
        • Input
        • Options
        • Output
      • Business Steward Portal
        • Business Steward Portal Introduction
          • What is the Business Steward Portal?
          • Accessing the Business Steward Portal
          • The Business Steward Portal Menu
        • The Dashboard Page
        • The Editor Page
          • Customizing Exception Editor Contents
            • Selection Options
            • Using the Field Filter
          • Viewing Records
            • Viewing Record Details
            • Sorting Fields
            • Configuring Fields
          • Editing Exception Records
            • Editing Fields in Tabular View
            • Form View
          • Resolving Duplicate Records
            • Making a Record a Duplicate of Another
            • Creating a New Group of Duplicate Records
            • Making a Record Unique
            • Fields Automatically Adjusted During Duplicate Resolution
            • Creating a Best of Breed Record
          • Using Search Tools
            • Using Bing Maps
            • Using Spectrum Service Search Tools
        • The Manage Page
          • Reviewing Exception Record Activity
          • Assigning Exception Records
          • Deleting Exception Records
        • The Data Quality Page
          • Identifying Trends
      • Business Steward Settings
        • Introduction
          • Business Steward Settings Introduction
          • Accessing Business Steward Settings
        • Lookups
          • What is the Lookup Process?
          • Creating Lookups
          • Assigning Lookups
          • Correcting Records
          • Modifying or Deleting Lookups
        • Domains
        • Metrics
        • Notifications
        • Data Quality Reporting
          • Configuring Key Performance Indicators
        • Search Tools Services
        • Options
    • Data Normalization Module
      • Data Normalization Module
      • Advanced Transformer
        • Input
        • Options
          • Configuring Options
          • Configuring Options at Runtime
        • Output
      • Open Parser
        • Input
        • Options
        • Output
      • Table Lookup
        • Input
        • Options
          • Configuring Options
          • Configuring Options at Runtime
        • Output
      • Transliterator
        • Transliteration Concepts
        • Input
        • Options
        • Output
    • Universal Name Module
      • Universal Name Module
      • Name Parser (DEPRECATED)
        • Input
        • Options
          • Modifying Name Parser User-Defined Tables
        • Output
      • Name Variant Finder
        • Input
        • Options
        • Output
      • Open Name Parser
        • Input
        • Options
          • Parsing Options
          • Cultures Options
          • Advanced Options
          • Configuring Options at Runtime
        • Output
        • Open Name Parser Summary Report
  • ISO Country Codes and Module Support
    • ISO Country Codes and Module Support