Data Quality User 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
      • Create a real-time validation scenario
  • Lookup Tables
    • Introduction to Lookup Tables
    • Data Normalization Tables
      • Advanced Transformer Tables
      • Open Parser Tables
      • Table Lookup Tables
    • Universal Name 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
  • Data Stewardship Portal
    • Introduction
    • Accessing the Data Stewardship Portal
    • The Dashboard page
    • The Data Stewardship Portal Editor
      • Customizing Data Stewardship Portal Editor Contents
        • Search Options
        • Field filters
          • Setting field filters
          • Clearing field filters
          • Field filter operators
      • Viewing Records
        • Viewing Record Details
          • Details tab
          • Condition tab
          • History tab
          • Approval flow tab
        • Sorting records
        • Grouping records
        • Configuring the view
      • Editing and resolving records
        • Editing records in Tabular view
        • Editing fields in Form view
        • Exporting Records
      • Approval flows
        • Creating approval flows
        • Reviewing records in an approval flow
      • 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 Maps
        • Using Spectrum Service Search Tools
    • The Manage page
      • Reviewing Record Activity
      • Assigning Records
      • Deleting Records
    • The Data Quality Page
      • Identifying Trends
    • How to Video - Approval Flow in Data Stewardship
    • Introduction
    • Accessing the Data Stewardship Portal
    • The Dashboard page
    • The Data Stewardship Portal Editor
      • Customizing Data Stewardship Portal Editor Contents
        • Search Options
        • Field filters
          • Setting field filters
          • Clearing field filters
          • Field filter operators
      • Viewing Records
        • Viewing Record Details
          • Details tab
          • Condition tab
          • History tab
          • Approval flow tab
        • Sorting records
        • Grouping records
        • Configuring the view
      • Editing and resolving records
        • Editing records in Tabular view
        • Editing fields in Form view
        • Exporting Records
      • Approval flows
        • Creating approval flows
        • Reviewing records in an approval flow
      • 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 Maps
        • Using Spectrum Service Search Tools
    • The Manage page
      • Reviewing Record Activity
      • Assigning Records
      • Deleting Records
    • The Data Quality Page
      • Identifying Trends
    • How to Video - Approval Flow in Data Stewardship
    • Data Stewardship Settings
      • Introduction
      • Accessing Data Stewardship Settings
      • Lookups
        • What is the Lookup Process?
        • Creating Lookups
        • Assigning Lookups
        • Correcting Records
        • Modifying or Deleting Lookups
      • Domains
      • Metrics
      • Notifications
        • Configure Notifications
      • Data Quality Reporting
        • Configuring Key Performance Indicators
      • Search Tools Services
      • Options
      • Approval Flow Types
  • Accessing Stages in Enterprise Designer
    • Advanced Matching
      • Spectrum Advanced Matching
      • 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
    • Data Stewardardship
      • Introduction
      • Exception Monitor
        • Input
        • Output
        • Reference
          • Conditions tab
          • Configuration tab
          • Add/Modify Condition dialog box
          • Add/Modify Expression dialog box
        • How to
          • Add the Exception Monitor stage to a workflow
          • Using Custom Expressions in Exception Monitor
      • Read Exceptions
        • Input
        • Output
        • Options
      • Write Exceptions
        • Input
        • Output
        • Options
    • Data Normalization
      • Spectrum Data Normalization
      • 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
      • Spectrum Universal Name
      • 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
  • Accessing Stages through Flow Designer
    • Advanced Matching
      • Filter
        • Configuring the Filter Options
      • Match Key Generator
        • Creating a New Match Key
        • Creating a Match Key from Repository
          • Configuring Access Control for Match Key
          • Using Command Line Interface for Match Key
        • Output
      • Write to Search Index
        • Creating an Index
        • Applying Configuration Changes to the DataFlow
        • Output
      • Intraflow Match
        • Configuring Options for Intraflow Match
          • Configuring the grouping and sorting options
          • Configuring the match rules
        • Output
      • Best of Breed
        • Configuring the Options
          • Defining Template Record Settings
          • Defining Best of Breed Settings
        • Configuring Access Control for Rule
        • Output
  • Performance Tuning
    • Performance Tuning Recommendations
  • ISO Country Codes and Module Support
    • ISO Country Codes and Module Support