This tutorial is based on customer data. A huge amount of time spent by organizations today is focused on the business processes that involve customer data – standardizing it, programmatically and manually cleansing it, matching and de-duplicating it, and tracking it across your organization.

This Customer B2C Demo tutorial guides data stewards through xDM to consolidate and standardize your customer data.

What you'll learn

Enjoy this tutorial!

Background

The sample data in this tutorial is modeled after such an enterprise that sells high-end bicycles and cycling accessories using its customer data as an example.

By the end of this tutorial, you should also have a clear idea of how intuitive xDM is to use, how you can manage data inside xDM, and how smart design saves you time and effort when performing everyday tasks.

Before you start

Before following this tutorial, you must setup Semarchy xDM. If you have not yet, you can follow the Quick Install tutorials from the main menu.

GO TO TUTORIALS

If you have not already done so, you can click on the DOWNLOAD TUTORIAL RESOURCES button to download resources such as images, helper files and data sets used within this tutorial.

DOWNLOAD TUTORIAL RESOURCES

The estimated duration of this unit is about 1 hour.

You can watch a video demonstrating the steps you will follow in this tutorial by clicking the "watch video" link below:

Watch video: Customer B2C Demo

In each section of this tutorial, you will find links that take you directly to the part of the video that demonstrates a step you will take. Even though the videos jump to the pertinent section, the video will continue playing to the end. Stop the video after each segment to avoid running to the end of the video.

Before you can start browsing data, you first need to provide xDM with a data model. We have provided you with a demo data model that is ready to import.

Importing a data model is a task normally done by an IT team member. As a result, you are going to use the semadmin user who has full administrative privileges to do everything in the xDM platform, including import the data model.

What you'll learn

Import model

Before you can start browsing data, you first need to provide xDM with a data model. We have provided you with a demo data model that is ready to import.

The model is pre-built for you and you can find it in the tutorial resources in the demo-applications/customer-b2c/model folder. Or you can download it from GitHub (choose the correct version of the model and then download the XML file for importing later).

Importing a data model is a task normally done by an IT team member. As a result, we are going to use the semadmin user who has full administrative privileges to do everything in the xDM platform, including import the data model.

In this section, you will connect to xDM and set up the application and data location in the Application Builder.

  1. Open your web browser and connect to the URL where xDM is installed. Follow the guidelines above to connect to xDM
  2. Open the Application Builder. The view you currently see is the xDM Application Builder. This is where xDM development and management occurs.

  1. Click on New Model from import...on the Design tab.
  2. Import the model. ​Follow the instructions in the pop up to upload the model. The model should open after the import succeeds and you click Finish.
  1. For Oracle and SQL Server users: the model is set to use PostgreSQL by default. If you are using Oracle or SQL Server, then you need to modify the model to use a different Target Database.

Now that you have your model imported, you will deploy it in a data location.

Video: Import model

Create data location

Now that you have imported the data model, it is time to deploy the model.

In this section, you will create the CustomerB2CDemo data location and deploy your model into this data location. Deploying your model builds your application.

To deploy:

  1. Click the Management tab.

  2. Right click Data Location to add a new data location.
  3. Create a new Data Location and name it CustomerB2CDemo.
  4. Follow the pop-up prompts. Use the following information as a guide:
  1. Click Finish and wait until the database tables and the application are deployed.

In the next section, you will add roles to your application.

Video: Create data location

Add roles

Data security is critical to any organization. xDM has built-in controls to limit access to data and platform tasks. To limit access in xDM, you will create a new role:

To configure roles in xDM:

  1. Click on the user menu arrow in the xDM toolbar, in the upper right corner of the Application Builder.
  2. Go to the Welcome Page. A new tab will likely open to take you to the Welcome Page. If you don't see the new tab open, set your browser to allow pop ups.
  3. Click on Configuration on the Welcome Page.
  4. Click Roles.
  5. Click the down arrow next to the Add New...​ icon in the upper right corner.
  6. Select New Role.
    add role
  7. Create a new role for DataSteward. Follow the pop-up prompts. Use the following information as a guide:

The next section will help you load an image library into your application.

Video: Add roles

Import images

Images corresponding to metadata concepts like "Nickname" and "Customer" are most often stored in an Image Library. Images corresponding to user-definable data are typically stored externally or added in the app when authoring data.

In this step you will upload a zip file, gs-customerb2c.zip, containing images to the xDM repository. Find the images library in the folder demo-applications/customer-b2c/image-library.

To import the Image Library, continue in the Configuration section:

  1. Go back to the Configuration Overview.
  2. Click Image Libraries.
  3. Click the button Import Image Library in the upper right corner.
    import image library
  4. Select the file gs-customerb2c.zip that comes in the folder image-library from your resource files.
  5. If you see new images added such as gs-customerb2c/Communications.jpg and gs-customerb2c/CommunicationsErrors.jpg, then you have successfully imported the metadata images from gs-customerb2c.zip.

The images are now loaded into xDM.

Video: Import images

Navigate to the application

Congratulations. You have completed the Workbench section of the tutorial. Let's summarize what we achieved:

You are now ready to navigate to the application and begin importing data! Navigate to the application to check that you have successfully followed all the steps in the Application setup section of this tutorial.

To get to the application:

  1. Click on Welcome Page from the down arrow in the upper right corner.
  2. On the Welcome Page, there should be one application called Customer B2C.
  3. Click the Customer B2C icon to enter the Customer B2C application.
    customber b2c icon
  4. If you arrive at the Customer B2C application's Welcome pop up, you have successfully completed this part of the tutorial.
  5. Click CONTINUE in the wizard. Set up your profile with your name and email.
  6. You filled in the basic information during the login process. Update your profile picture now.
  1. Go to the user menu in the upper right corner.
  2. Click on your profile picture.
  3. Click on the Profile option.
  1. Click on the placeholder image to change your profile picture.
  2. Find the profile picture for your semadmin user, semadmin.jpg, in the folder customer-b2c/pictures.

The next section of the tutorial walks you through how a Data Steward can import data into the Customer B2C Demo application in preparation reviewing duplicate data and suggested matches.

It's time to transition to a new user, the Data Steward, as we now move away from development and administrative tasks to data stewardship tasks.

To log out:

  1. Navigate to the upper right corner of the application.
  2. Click on the profile picture.
  3. Select Logout.

Next, you will connect as the data steward and import data into your application.

Video: Navigate to the application

Congratulations

You have completed the Workbench section of the tutorial. Let's summarize what we achieved:

You are now ready to navigate to the application and begin importing data!

You are now ready to navigate to the application and begin importing data!

Before you can start browsing data, you first need to import data into the application.

We have provided you with demo data that is ready to import, including:

Importing data is a task normally done by a Data Steward. As a result, we are going to use the datasteward user who has the privileges to import data in the CustomerB2CDemo model.

To prepare for importing sample data, locate the sample data files we provided you in the folder called datasets that came with the resources folder (demo-applications/customer-b2c/datasets). You should find 6 Excel files:

You will, as the datasteward, also fix errors and delete some records after importing the datasets.

Connect as data steward

Begin by logging into the application and setting up your data steward profile.

To get to the application:

  1. Log in using the datasteward user credentials. On the Welcome Page, there should be one application called Customer B2C.
  2. Click the Customer B2C icon to go to the application. You are now in the Customer B2C application where Data Stewards and Business Users spend most of their time, performing their daily tasks.
  3. Complete your profile as the data steward in the Welcome wizard.
  4. After adding your name and email, follow the same steps as the semadmin user to edit your profile.
  5. Set your profile picture for the data steward user. Use the datasteward.jpg image in the folder customer-b2c/pictures.

You are now connected as the data steward.

Video: Connect as data steward

Import data

In this section, you will import the demo data from the tutorial resources. Only import the first 5 Excel data files under the folder demo-applications/customer-b2c/datasets/.

To import data, while connected as datasteward, navigate to the Navigation Drawer. This Navigation Drawer is where all the links and shortcuts exist in the application.

Click on Start Here link:

Import Nicknames

  1. Click on Import Nicknames.
  2. Follow the pop-up prompts. The data can be found under the folder demo-applications/customer-b2c/datasets.
  3. Choose the file start-1-Nicknames.xlsx.
  4. Semarchy xDM should detect that your Excel file has a header. You can see a preview of your data. This is one of many examples of how xDM intelligently helps you manage your data.
  5. Click CONTINUE. At the Define mappings step, make sure the columns from the Excel file are mapped correctly to the Nickname columns.
  6. Click CONTINUE. xDM gives you a summary of the data to be imported.
  7. Click FINISH. Your Nickname has now loaded into xDM, but it's only visible to you. The data you imported has not become golden data yet.
  8. Click the FINISH button in the bottom right corner of the stepper to submit the data you just imported to xDM.
  9. You know you have successfully loaded data when you see confirmation messages "New data submitted." and "Changes successfully applied." in the pop-up toaster menu shown in the lower left corner.

Import Customers

  1. To import Customers follow the same process as Import Nicknames except click on Import Customers and choose the file start-2-Customers.xlsx. The Define mappings step should show different column names that reflect the start-2-Customers.xlsx Excel file.
  2. Click FINISH in the bottom right corner. You will see the Found data validation issues pop up to warn you about the errors in the spreadsheet you just imported. The workflow allows you to edit the records to correct the errors before submitting. In this tutorial, we are going to skip past these errors for now.
  1. Click PROCEED ANYWAY to skip the errors and save the records. You are going to submit the records to xDM. Later, you will revisit the errors and see how you can handle them.
  2. You know you have successfully loaded data when you see confirmation messages "New data submitted." and "Changes applied with warnings." in the lower left corner.

Import Products

Import Communication Channel Preferences

Import Customers' Products

Congratulations! You have learned how to import data into xDM. Before we begin browsing the data, let's check that all the Excel files were successfully imported. Check that you have data in Customers and Communications as shown and browse your customer data as shown in the next step.

Video: Import data

Check data

  1. In the Navigation Drawer, find the "More" section.
  2. Click on the link Customer.
  3. Scroll right to find the Person Type column.
  4. Click on the first record that has a "Customer" Person Type. For example, LaTonia Williams.
  5. Click on the COMMUNICATIONS tab.
  6. If you see records in COMMUNICATIONS then you have successfully imported the Customer and Communication Channel Preferences Excel files.
    communications tab
  1. Click on the PRODUCTS tab.
  2. If you see records in PRODUCTS then you have successfully imported the Products and Customers' Products Excel files.
    products tab

Check that you have data in Communications and Products as shown and browse your customer records as shown in the video.

Video: Check data

Fix errors and delete records

You are now ready to browse, search, and filter data in the application! These are tasks normally done by a Business User, such as a Project Manager, Product Manager, HR Manager, and Finance Manager. Data Steward and Business Analysts will also often search and filter data in xDM to achieve a goal, such as reviewing match suggestions, updating information, and exporting data.

We are going to search data specifically to fix errors and delete specific records.

Browse errors

Remember the errors we introduced in the Import Customers section above? Even though xDM allowed you to skip through the errors when importing customer data, the validation rules routed these bad records into an error queue. This error queue is commonly called an exception view. You can now take action on these errors. Let's visit the error queue now to see how xDM handles errors.

To browse the errors:

  1. Click on Browse Errors, under the Browse Data section in the Navigation Drawer. The Excel file start-2-Customers.xlsx introduced some errors. Even though xDM allowed you to skip through the errors when importing the data, the Validation rules routed these bad records into an error queue so that these errors do not flow downstream and pollute your systems. The error queue also highlights the bad records, so you can take action on them, such as edit them to fix the problems and send them back into xDM for reprocessing.
  2. Let's look at the error queue that caught the bad customer data.
  3. Click on Customers Errors.

  1. Click the first customer records in the list, "Winnie Gouker".
  2. Click on the tab ERROR DETAILS to see the reason this customer record was rejected. The details say "SourceEmail MANDATORY". The customer is missing an email address.

Video: Browse errors

Fix errors

Some organizations choose not to allow edits in xDM and instead require fixes in the source systems, especially when data volumes are large. This Customer B2C application is configured to allow you, the data steward, to edit the record to fix the error.

To edit the error records:

  1. Click the "more" button represented by 3 vertical dots in the upper right corner to fix the error.
  2. Choose the Edit option to edit this "Winnie Gouker" error record.

  1. A stepper opens up to walk you through the steps to edit the customer record
  2. Click NEXT to go to the Contact Info step.
  3. Add her email address winnie@gouker.com on the second step.
  4. Click FINISH to submit your changes.
  5. You have successfully corrected the error. The person record "Winnie Gouker" should disappear from the Customer Errors list and appear in the regular Customers view with the rest of the correct customer records.
  6. When the toaster message in the lower left corner pops up with the message "New data submitted." and "Changes successfully applied. CLICK TO REFRESH", click the button CLICK TO REFRESH. This refreshes the data.
  7. Let's navigate back to the Errors again to see the update take effect.
  8. You should see fewer errors because one has been corrected. The "Winnie Gouker" person record has disappeared from the Customer Errors list. You successfully fixed an email error and reprocessed it in xDM.
  9. Navigate to Browse Errors > Customers Errors after fixing the errors. You should see fewer errors now.
  10. Follow the guidelines below to fix the remaining errors:

As the data steward, you successfully fixed data errors in xDM.

Video: Fix errors

Delete records

In addition to browsing errors and correcting bad data, you can also delete records in xDM.

Regulatory compliance

Imagine a customer requested that your organization remove his information from your systems.

With the data privacy regulations in full enforcement in the European Union (EU) now, organizations must abide by EU citizens' requests to remove their data from their systems.

Refer to the General Data Protection Regulation (GDPR) laws that the EU passed in 2016 for more information.

One of your organization's customer, Marquis Barayuga, requested that his data be scrubbed from your system.

As a Data Steward, you have permission to delete his data from your organization by deleting it in xDM.

Search Filters

To delete Marquis Barayuga xDM, begin by finding his record using Search Filters. You can also browse and search for products using custom views and Search Filters.

To use Search Filters:

  1. In the Navigation Drawer, , find the section Browse Data.
  2. Click on Customers. Customers is a custom business view made to help you quickly browse all customers in the Customer B2C application.
  3. Click on the Filter icon in the upper right corner of the application to find Marquis Barayuga. The filter menu appears. By default, a new filter will be created.
  4. Keep the default Search type on Full-text.
  5. In the Search Text field, type in the keyword: Marquis
  6. Click the button APPLY at the top of the filter to perform the search. You should see 1 customer show up. This is Marquis Barayuga's customer record.

Now you are ready to delete Marquis' data.

Video: Search Filters

Delete records

  1. Select the Marquis record.
  2. Click the menu button.
  3. Select the Delete option. You are prompted with a confirmation message. Once you delete, you cannot undo this action.
    delete
  4. Click DELETE.
  5. You should see the confirmation toaster message "1 record(s) sent for deletion" in the lower left corner.
  6. Click the menu button to refresh the data.
  7. You should see no records.
  8. Click RESET on the filter to go back to the Customers view.

You have successfully deleted Marquis Barayuga's information from xDM.

Video: Delete records

Congratulations

You have successfully accomplished common tasks of a data steward, including:

In the next section, you will review duplicate data including tasks, such as confirming and rejecting de-duplicated records as well as suggested matches.

Reviewing matched records and suggestions is designed to be as simple as possible in xDM because we recognize that it is a daily task for Data Stewards. We have designed a process that makes reviewing matched data very easy with step-by-step guidance.

xDM used business-driven match rules to de-duplicate data. Data stewards must review the matches to ensure accuracy.

This section of the tutorial will teach you how to review matched data, confirm correct matches, and reject incorrect suggestions.

Review confirmed matches

As the Data Steward user, you are going to review the matching, merging, and de-duplication xDM performed based on business rules that identify duplicate customer information.

These golden records have more than one master record that were merged by xDM. Your job is to either confirm or modify these golden records.

Under Quick Actions, there are several custom views to help you quickly browse the data you need to review in the Customer B2C application. These shortcuts help with Data Steward and Business User productivity by displaying the exact data they need to manage.

Video: Review confirmed matches

Find high-value customers to confirm

To confirm or reject these matched records, find the high-value customers:

  1. Navigate to the left menu bar. Under Quick Actions, click Confirm Matches.
  2. You will see a view of all the customer and prospect records that xDM merged together based on the business match rules.
  3. Scroll all the way to the right to see the Confirmation Status and Confidence Scores. You can see all of these records are NOT_CONFIRMED and have Confidence Scores. The view was pre-filtered to only show records that need to be confirmed (in other words, CONFIRMED records are not displayed in this custom view).
    confirm matches
  4. Click the Filter icon. You will create a filter to only show HIGH value status customers.
  5. In the Search type menu, choose Customer Value Status. This is a pre-defined filter we created to help you search faster.
  6. In the Value Status, choose HIGH. This creates a filter to show customers with a value status of HIGH.
    value status filter
  7. You can save this search filter in case you want to refer to it in the future or share it with your coworkers. Click the button SAVE AS in the lower right corner of the filter menu.
  8. Give the filter the name Value Status.
  9. Once you click SAVE, xDM will take you to the MY FILTERS menu where you can see all the previously saved filters you created or your coworkers shared with you.
    my filters
  10. You are going to share the Value Status filter, so it is available to your coworkers. Click on the menu button next to the Value Status filter.
    filter share
  11. Select the option Share. You should see the confirmation message "Filter 'Value Status' is now shared with all users." Now your coworkers will be able to access this filter if they need to perform the same search.
  12. Filters are very powerful. You can chain multiple filters together to further narrow your search.
  13. Click the APPLY button.

You found there are 3 customer records that have been merged and de-duplicated. Next, you will review these merges and confirm if they are correct or modify them if there is an error.

Video: Find high-value customers

Review matches

There are 3 customer records that have been merged and de-duplicated. It's your job to review these merges and confirm if they are correct or modify them if there is an error. You can also pass if you don't know the answer.

  1. You can sort records by clicking on the column name. Click on the column called First Name until the arrow points upwards. This sorts the Customer records by ascending First Name values.
    sort customers
  2. Click the menu icon.
  3. Choose Review And Confirm Duplicates. You enter the Duplicates Manager.
    review confirm
  4. Your records may not appear in the same order as this tutorial. Skip backwards and forwards for instructions to confirm the golden record that you see as needed to follow along with this tutorial.

Video: Review matches

Pass on matches

Whether to approve or modify a golden record is a judgment call that a data steward must make. Sometimes additional research is necessary so xDM lets you pass on a golden record to review it later.

  1. The first golden record in this tutorial is LaTonia Williams. Hover your mouse over the golden display tile to see information about the golden record. You can see this golden record has a Confidence Score of 94 and 2 master records associated with it.
  2. Click on the golden tile. It brings up the left sidebar menu with more information about the golden record.
  3. Click on the eye icon.
  4. xDM shows you a panel to Explain this golden record, how the masters match together and how they contributed data to the golden record. The values highlighted in blue tell you that those values "survived" to the golden record.
    explain record
  5. This golden record for LaTonia Williams shows different birth dates, but the same address, email, and phone number. Because of the discrepancy in birth dates, this golden record was flagged for review. Whether to approve or modify this golden record is a judgment call that the Data Steward makes. In this case, we need to do some research so let's pass on this golden record.
  6. Click CLOSE and then NEXT. You have passed on this golden record and can come back to it later once you've done research to decide whether this golden record should be confirmed.

You have passed on this golden record. It is available for you to confirm later.

Pass on matches

Modify golden and confirm

Let's continue to the next golden record in the same duplicate manager.

Another common task for a data steward is to fix the data before you can confirm the golden record even when a golden record is correctly matched.

  1. Proceed with reviewing the next golden record Mary-Ann Markes. If the tiles overlap, you can click and drag to reposition them.
  2. Look at the Record details. Notice that Mary-Ann Markes also has discrepancies in her birth dates across the 6 master records. But the contact information is consistent across the master records. You check with your Marketing team who confirm that her date of birth can't be Dec 31, 1899, because it is in another century. Dec 31, 1899 is the placeholder birth date that the Marketing system fills in when a customer leaves the field blank. Essentially, bad data made it into xDM.
  3. Choose MODIFY to edit this record to ensure that you fix this problem in xDM.
  4. Click on the pencil icon on the golden record tile. You now have the ability to edit the golden record for Mary-Ann Markes.
  5. Click on the pencil icon to override the golden value in her Date Of Birth.
  6. Choose the Select value from another Master icon.
  7. Choose any record with the correct birth date in 1993.
  8. Apply the changes in the duplicate manager.

You successfully modified a golden record and confirmed the match.

Video: Modify golden and confirm

Confirm matches

Golden records are made by matching two or more master records.

Let's continue in the duplicate manager. In this section, you will confirm a correctly matched golden record.

  1. Proceed to the final golden record Toni Mattos for review.
  2. Investigate the Toni Mattos golden record to identify why the masters matched.
  3. Go to the Record details and then click the eye icon to see the master records.
  4. Analyze this golden record to determine whether you can confirm it as correctly matched. Notice the following:
  1. Click CONFIRM to accept xDM's decision to merge these six master records.
  2. Finally, click FINISH to save your confirmations. You know you have successfully loaded data when you see a toaster message in the lower left corner "Duplicate changes submitted" to confirm you saved your changes. Then you will see a toaster message "Golden records(s) successfully confirmed." if your changes are successfully saved in xDM.

You successfully confirmed a match.

Video: Confirm matches

In addition to golden customer records that have been merged and de-duplicated, xDM can suggest matches but not actually merge them in case the suggestion is incorrect. Your job is to review these suggestions and accept the merge if they are correct or reject the suggestion if there is an error.

This section of the tutorial will teach you, as the data steward user, to review these suggestions and accept the merge if they are correct or reject the suggestion if there is an error.

Review suggested matches

First, find the high-value customers to review as it is not practical to review all suggestions.

  1. Navigate to the left menu bar. Under Quick Actions, click Review Suggested Matches.
  2. You will see a view of all the customer and prospect records that xDM identified as matches but has not yet merged together.
  3. Click the Filter icon.
  4. Toggle on your previously created filter Value Status in the MY FILTERS tab.
  5. Click APPLY to filter your custom view. You should see 11 golden records.
  6. Click the menu icon.
  7. Choose Review Duplicates Suggestions. You enter the Duplicates Manager with 4 suggestions to review.

In the next step, you will review the 4 suggestions. Your records may not appear in the same order as this tutorial. Skim ahead for instructions for each golden record to confirm and go back as needed.

Video: Review suggested matches

Reject suggested match

An example of a suggestion to reject is a husband-wife couple whose first names "Louis" and
"Lois" are very similar but they are not the same person. This suggestion is an overmatch.

Let's reject this husband-wife overmatched golden record suggestion in the duplicate manager:

  1. Review the golden records. For the Louis Kyle suggested golden record, the suggestion is displayed with an orange tile. Dotted lines link indicate the orange tile is a proposed golden record and does not yet exist. The golden tiles are the currently existing golden records. These golden tiles are linked using a solid line to the original master records.
  2. Click on the golden tiles to see Record details about the golden records.
  3. Click on Louis Kyle to review the record details.
  4. Click on Lois Kyle to review the record details.
  5. Analyze this suggested golden record to determine whether you can confirm it as correctly matched. Notice the following:
  1. Reject the suggestion. xDM will remove the suggestion and show you the individual golden records with the attached master records.

You have successfully rejected the suggestion from xDM because it was invalid.

Video: Reject suggested matches

Accept suggested match

Continue in the same Duplicate Manager to accept, reject or reorganize suggestions.

An example of a suggestion that should be accepted is the Linda and Lynda golden records. The golden records have the same birth dates, phone numbers, and addresses. The only difference appears to be a typo in the first name.

  1. Proceed to review the golden record suggestion for Linda Bamfield. The two golden records have the same birth dates, phone numbers, and addresses. The only difference appears to be a typo in the name of Linda versus Lynda.
  2. Proceed to review Mike Larue and Rey Amason suggested matches.
  3. Click FINISH to submit your actions in the Duplicates Manager.

You successfully reviewed suggestions and saved your changes to xDM.

Video: Accept suggested matches

Congratulations

You discovered some of the matching, merging, suggestion, and de-duplication capabilities of xDM. You learned how to:

In the next section, you will learn to browse and search data as well as follow the audit trail and look at data history.

You are now ready to browse and search data in the application. The ability to searching for customers in xDM is critical to achieve goals, such as updating information and exporting data.

It also the first step for tracing the history of data and how it changes over time. Organizations require the ability to trace data back to the original sources, particularly when matches and manual changes are made.

xDM has robust recordkeeping to ensure it is possible to view how the values change over time.

This section of the tutorial will teach you, as the data steward user, how to browse the application to:

Browse and search data

You can browse and search in xDM in many different ways. Let's start with the Global Search.

When you first login as the data steward, you should arrive at the Global Search homepage. If you are already in the Customer B2C application, you can navigate to the Global Search in two locations:

  1. Find the Global Search in the Navigation Drawer, OR
  2. Click on Search icon in the upper right corner.

In the next step, you will use the Global Search to find products.

Global Search

Let's look up the record of Mary-Ann Markes to see how the date of birth changed after the edit you made when confirming Mary-Ann Markes' golden record.

To use the Global Search:

  1. Click the Global Search.
  2. Search for mary. You should see one result.
  3. Choose the result, Mary-Ann Markes, to learn more about this customer.

Next, you will review the master records.

Video: Global Search

Review master records

Organizations require the ability to trace data back to the original sources, particularly when matches and manual changes are made.

xDM retains the original master data records that contribute to the golden record.

To review the master records:

  1. Click the MASTER RECORDS tab.
  2. This view shows you the different master records that contributed to the golden record. The values highlighted in blue show that those values "survived" to the golden record.

Next, you will learn to trace data history in xDM.

Video: Review master records

Data changes

You can see how values change over time as data moves from source systems to enrichment to matches to manual edits and merges.

To see data changes using the Timeline:

  1. Click on the PERSON tab.
  2. Hover your mouse over the Date Of Birth information. You will see an information icon show up.
  3. Click the information icon. The FIELD details appear on the right sidebar.

  1. Click on the VALUE tab. You can see the values from source systems as well as see the current value you entered to "override" xDM's chosen value in the Duplicate Manager.

Next, you will update a customer's master record to see how xDM handles data changes.

Video: Data changes

Browse updates

Imagine that a source system updates data. The newly updated master data is sent to xDM. xDM picks up these changes and updates the corresponding master record in xDM using the master record's ID. xDM will update the associated golden record according to survivorship rules.

For example, imagine a few weeks pass after your review of matches. The CRM system updated some customer information. One such change was maiden names for a handful of customers. xDM tracks these customer data updates and you can see them in the Timeline.

Typically, data updates flow into xDM programmatically or via integration tools. However, since you are not using ETL in this tutorial, you will need to manually upload the Excel file to simulate this change in CRM by uploading the start-6-Customers.xlsx Excel spreadsheet.

Browse original data

First, take note of the original customer record before source system changes.

  1. Search for a customer called Adele Mackson using the Global Search.
  2. Click on Adele's record.
  3. Note this customer's last name is Mackson.
    adele mackson

Next, you will see how the data changed.

Video: Browse original data

Update customer data

Let's update the customer data to simulate an ETL job from CRM to xDM. In this step, you will upload customer data changes.

To update customer data:

  1. Navigate to the left menu bar.
  2. Under Quick Actions, click the action Update Customers.
  3. Import the start-6-Customers.xlsx Excel spreadsheet.
  4. Click the CLICK TO REFRESH button when the toaster message appears.

Video: Update customer data

Browse customer updates

After importing the data updates, you are ready to see the data changes.

To view the Timeline:

  1. Once refreshed, note that Adele's last name has changed from Mackson to Richardson.
  2. Click the information icon on the Last Name to see the field details.
  3. Click on the TIMELINE tab. xDM shows that it has recorded the data change from Mackson to Richardson, identifying the source system (CRM) and the time of change.

You successfully updated the master data and observed how xDM records the data history.

Video: Browse customer update

Congratulations

In this section of the Customer B2C tutorial, you experienced the auditing capabilities of xDM. You learned how to:

Well done! You have completed your customer data management project with Semarchy xDM.

In this tutorial, you learned how to:

You will find more demo application tutorials, including the Product Retail Demo, in the tutorial series.

There are also tutorials about how to design applications in the Data Authoring and Data Consolidation tutorial tracks.

Go back to the main menu to see more tutorials.

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Go further with xDM

This tutorial taught you how to use xDM for a Customer B2C data management project. In addition to customer data, xDM is capable of addressing all types of data, including product data, location data, reference data, organization data, supplier data, and other domains.

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