By default, Lookup only returns CDQ.POOL Business Partners with high data quality: records with a WARNING or ERROR quality status are filtered out. This tutorial describes how to enable the SHOW_CDQ_POOL_QUALITY_ISSUE_RECORDS feature so Lookup also returns these lower-quality Business Partners, together with a quality indicator and a filter to narrow results by quality status.
Business Partner type-dependent validation rules determine whether a record is classified as WARNING or ERROR. High-quality Business Partners are always included in Lookup results, regardless of this setting.
Learning Goals
In this tutorial, you will learn how to:
- Understand what the
SHOW_CDQ_POOL_QUALITY_ISSUE_RECORDSfeature controls - Enable the feature for Lookup
- Filter Lookup results by quality status (
ERROR,WARNING) - Review the quality status of a Business Partner in the search results and in the Business Partner details
- Understand the default behavior when the feature is off
To go through the tutorial, you have to log in to the CDQ Cloud Apps.
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Click on Sign In and enter your username and password.
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If you have no access to the CDQ Cloud App, ask your internal point of contact to create a CDQ dedicated account. Account details will be sent by email.
- Go to the First Time Right cloud app.
- Click the Settings button to open Request Settings.
- Go to the Augmentation tab.
- In Data Sources, make sure CDQ.POOL is selected.
- Under Features On, add
SHOW_CDQ_POOL_QUALITY_ISSUE_RECORDSalongsideACTIVATE_DATASOURCE_CDQ_POOL. - Click Save Changes.
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- A confirmation message, "Settings have been saved," confirms the feature is active.
- Run your search as usual in First Time Right.
- Business Partners with a
WARNINGorERRORquality status are now included in the results, alongside high-quality matches.
High-quality Business Partners are always returned, whether or not this feature is enabled. The feature only adds WARNING and ERROR records to what is already returned.
- In the search form, next to the Identifier, Type, and Lookup fields, use the new Quality Status filter.
- Select
ERROR,WARNING, or both to narrow the results to lower-quality Business Partners. - Leave the filter empty to return all results: high-quality Business Partners plus any with
ERRORorWARNINGstatus.
| Filter Selection | Results Returned |
|---|---|
| Empty (no selection) | High-quality + ERROR + WARNING |
WARNING | High-quality + WARNING |
ERROR | High-quality + ERROR |
WARNING and ERROR | High-quality + WARNING + ERROR |
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The filter only affects lower-quality Business Partners; high-quality Business Partners are always included, whatever the filter selection.
- Select a Business Partner with a quality issue from the results.
- A Quality Status section is displayed in the Business Partner details, listing each individual data quality issue together with its severity (
ErrororWarning) and a human-readable description.
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| Feature Off (default) | Feature On | |
|---|---|---|
Business Partners with WARNING/ERROR quality | Excluded from Lookup results | Included in Lookup results |
| Quality status label on each result | Not shown | Shown (ERROR/WARNING badge next to match score) |
| Quality status filter | Not visible | Visible, multi-select (ERROR, WARNING) |
| Quality Status panel in BP details | Not displayed | Displayed, listing severity and description for each issue found |
In this tutorial, you learned how to enable the SHOW_CDQ_POOL_QUALITY_ISSUE_RECORDS feature so Lookup also returns CDQ.POOL Business Partners with WARNING or ERROR data quality, how to filter results by quality status, and how to review the quality status of a Business Partner in the search results and in its details.
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