Matching your data to create master data entities

The matching process analyzes your data to determine if there are any duplicate records in your data. Suspected duplicate records are merged into master data entities to establish a single, trusted, 360-degree view of your customers. Each entity contains one or more records.

Preparing to run matching

Before running matching, ensure that you have published your data model and assets into the Master Data Management service. For more information, see Adding data and mapping it to your data model

Matching your data

  1. From the master data home page, click Go to configuration. The master data configuration space opens and displays an overview of your current configuration.

    Tip: The page title doubles as a navigation menu. Click on it to see a list of other pages in the configuration space that you can navigate to for setting up and matching your master data.

    master data configuration navigation menu

  2. Click the navigation menu and select Matching setup to open the matching setup page.
  3. Go to the Match settings tab to select the attributes to use in matching data. The first time you navigate to this tab, the Master Data Management service automatically generates some suggested attributes from your data model to use in matching.
  4. Review the list of matching attributes. These attributes will be used as the basis of comparison to match records and create master data entities. To add or remove attributes from the list, click Select attributes then select or deselect attributes as needed.
  5. When you are satisfied with your matching attributes, click the run matching icon run matching icon in the action bar. The matching process will take a while to complete. It will run in the background so that you can continue working. You’ll be notified when it’s complete.
  6. When matching is complete, go to the Match results tab to see a dashboard of statistics and visualizations to provide insight about your master data.

    You can adjust your matching algorithm at any time by editing your matching attributes.

As you add more data sources and assets to your Master Data Management instance and rerun matching, the new data will be matched both within itself and against the existing data in the system. In this way, you can build a unified, single, 360-degree view of your customers across your entire enterprise.

Next steps

Explore your matched master data entities and records. For more information, see Exploring master data.