Configuring master data workflows for IBM Match 360
As part of setting up a IBM Match 360 service instance, you can set up workflows to enable data stewards to complete data quality remediation for tasks related to master data management, such as potential match issues.
IBM Match 360 supports different types of workflows to help data stewards to identify and remediate data quality issues within your master data.
You can optionally set up a workflow configuration at the time when you intially configure your IBM Match 360 service instance. For information about completing the initial setup, see Creating a master data configuration asset for IBM Match 360.
If you do not configure a workflow during intial setup, you can configure it later from the instance settings. For more information, see Configuring a potential matches workflow.
After the workflow is configured, you can review it in the instance settings, but you cannot modify it. You cannot reuse an existing workflow configuration.
- Required permissions
- To configure master data workflows, you must be a member of the DataEngineer user group for the IBM Match 360 service.
You can use workflows to manage business processes in Cloud Pak for Data. For more information about workflows, see Workflows for governance artifacts.
Configuring a workflow
If a workflow wasn't configured during initial setup of your IBM Match 360 service instance, you set it up from the instance settings.
- Required permissions
- To configure master data workflows, you must be a member of the DataEngineer user group for the IBM Match 360 service.
To configure a new workflow from the instance settings:
- From the Master data navigation menu, click Instance settings
. - Under Workflow configuration, you can see any workflows associated with this service instance.
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Click the linked workflow type name to see details of the workflow template, along with any configuration instances of this workflow type.
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Click the linked workflow configuration name to see details of your specific workflow configuration. As part of the potential matches workflow configuration, you can:
- Activate or deactivate this workflow.
- Define what users or groups get assigned potential match tasks.
- Define what users or groups are notified about potential match tasks.
- Rename the workflow configuration for this instance.
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Learn more
- Customizing and strengthening your matching algorithm
- Remediating potential matches to improve data quality
- Remediating potential overlay issues
- Monitoring workflow tasks
Parent topic: Configuring master data