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TCA and DQM Overview. Anil Passi. Please click to proceed through presentation. Stored independently of TCA. Users ensure Vendor Number/name is same as in TCA. Unlike HRMS, OSS simply references these fields from TCA Table HZ_PARTIES. References. DQM Staging Process.

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tca and dqm overview

TCA and DQM Overview

Anil Passi

Please click to proceed through presentation

http://oracle.anipassi.com

slide2

Stored independently of TCA. Users ensure Vendor Number/name is same as in TCA

Unlike HRMS, OSS simply references these fields from TCA Table HZ_PARTIES

References

DQM Staging Process

Staging Transformation rules applied

DQM Screen

Displays Highest score records on top

Applies Filter criteria Applies weightings Applies Scoring

DQM Registry

HZ_STAGED_PARTIES

Student System

Student Number

**Same as Party Number

Last Name **Referenced from TCA

First Name **Referenced from TCA

Date Of Birth

**Referenced from TCAParty Id

Payables

PO_VENDORS

Vendor NumberVendor Name

Employee Id

HRMS

PER_ALL_PEOPLE_F

EMPLOYEE_NUMBER[CID]

LAST_NAME

FIRST_NAME

DATE_OF_BIRTH

PERSON_ID

Reference to Party Id

TCA

HZ_PARTIES

Party Number

Last Name

First Name

Date Of Birth

Gender

Reference to Person Id

PARTY_ID

Kept in Synch-In Different physical schemas

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slide3

->Exact and Cleanse are common transformations given by Oracle [Pre-Seeded]

Last Name

Passi’an

->You can define as many custom transformation rules, like replacing Z with S

Exact

Cleanse

->Multiple transformation rules can be applied to each column. For each transformation applied, a independent column value is stored in staging table

Exact

Cleanse

ANIL

ANL

PASSIAN

PSN

EXACT TRANSFORMATIONMake all characters UPPER caseRemove non-alphanumeric charactersReplace multiple white spaces by single white spaceCLEANSE – All above rules of EXACT plusRemove double letters

Remove all vowels, except leading vowels

Match Found

Transformation can be applied again to values that user is searching. Lets say user searches on Aneeal Passion

ANEEAL

ANL

PASSION

PSN

->These transformations can differ from those used for staging. But most likely we use same transformations when searching as that for staging.

Exact

Cleanse

Exact

Cleanse

While doing DQM config, we will give Higher Scoring to Last Name, and lower Scoring for First Name match

Aneeal

First Name

Passion

Last Name

For Last Name, we give 100% Weighting to EXACT Match, and say 65% weight to CLEANSE. Hence match based on Exact will have higher rank

User searches for Aneeal Passion….eeeks

Purpose of Transformation in DQM?

Staging

First Name

Anil

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slide4

Make a transformation active to allow it being used for scoring or “data search”

If Acquisition Flag is checked, it means this transformed value will be used for searching initial set of matching records.

Multiple transformations can be applied to each column.

If Acquisition Flag is NOT checked, it means this transformed value will be used solely for the purpose of Scoring the records returned by acquisition phase.

  • To setup DQM for Staging:-
  • Decide the columns that you would like to search & score/rank upon. For example Last Name, First Name, DOB, NI Number etc
  • Define custom attributes for those columns that are not held within TCA table like HZ_PARTIES. For example NI Number is not in TCA tables, hence we can define Custom Attributes for NI Number, and then define Custom Procedure that returns NI number from HR tables [for a given party_id]
  • Define the transformations for each column. Multiple transformations can be defined

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slide5

Scoring happens after Filtration and Acquisition has been done. The resultant set of records are then run through scoring process, so that we can display highest ranked matches on the top of list

These are the transformations which will be used for performing search.

Only those Transformations that have their “Acquisition Checkbox Flag” checked [in previous slide], can be used in acquisition phase

A custom attribute can be defined to Filter out invalid Party Records. Filter is applicable if we can programmatically suppress duplicate/invalid Party records from appearing.

Define match rules

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slide6

Assign score to each column. Match found on Party Number will have Score 100, whereas match on Last Name can be score of 90. Score for match on Title[Mr/Ms] will be still lower

Within each column, each transformation can be given different Weight. EXACT match can be given 100% weight, whereas CLEANSE [after removing vowels] will be give lower weight.

Scoring Phase [After Acquisition phase is completed]

Transformations used in Acquisition can be used for Scoring too.

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slide7
Records with Highest score are displayed on the Top of DQM Screen

End of presentation - Thanks

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