SAP ODM: How to do bulk matching and enrichment?

Overview

Bulk matching and enrichment is a process that allows you to match a large number of Business Partners against the CDQ database. This process is useful when you have a large dataset of Business Partners that need to be matched and enriched.

Learning Goals

In this tutorial, you will learn how to:

• Prepare input data using standard SAP Business Partner objects.
• Perform bulk lookup to match Business Partners against the CDQ database.
• Review the candidate list and select the best candidates for further processing.
• Download and enrich matched records.
• Load data into the target environment.

Step 1: Log into CDQ Cloud Apps

Check your CDQ apps account.

1. Log into the CDQ Cloud Apps

No account?

1. If your organization is already a CDQ customer, ask your internal point of contact to create a CDQ dedicated account or request account . Account detail will be sent by email.
2. If your organization is not yet a CDQ customer, please contact us to get started.

Step 2: create an API key

To create new API Key navigate to the API Key Management APP:

1. Open the API Key Management APP .

2. Click on the Create New API Key button.
3. Fill the API Key name and click on the Create Api Key button.

Step 3: Create a Lookup Configuration

The Lookup Configuration specifies how the data will be matched against the CDQ database. To create a Lookup Configuration, follow these steps:

1. Go to the Business Partner Lookup Configurator app.
2. Click on the Create Augmentation Configuration button.
3. Fill in the configuration name and click Create button.
4. Search the newly created configuration and click the See details button.
5. In the details of the configuration, set required parameters:
   • Data Sources settings tab :
   • Select the Data Sources.
   • Lookup settings tab :
   • Set the Matching Threshold .
   • Set the Max candidates vol. (3–5 recommended).
   • Set the Features ON (for example, GOLDENRECORD_INLINE ).

Features to be set in the Lookup configuration

You can configure various settings, such as data sources to be included and feature toggles.

Mandatory features for SAP MDG

Optional features

Step 4: Create a Fetch Configuration

Fetch Configuration specifies how the data will be fetched from the CDQ database. To create a Fetch Configuration, follow these steps:

1. Go to the Business Partner Fetch Configurator app.
2. Click on the Create new configuration button.
3. Fill in the configuration name and click Create button.
4. Search the newly created configuration and click on the See details button.
5. In the details of the configuration, set required parameters:
   • Set the Use Fetch Strategy Golden Record in the Features On field (highly recomended).

Step 5: Set Up Data Transformation Configuration

Data Transformation Configuration specifies how the data will be transformed before being passed to the SAP MDG. To create a Data Transformation Configuration, follow these steps:

1. Go to the Data Transformation Configuration app.
2. Click on the Create new configuration button.
3. Fill in the configuration name and click Create button.
4. Search the newly created configuration and click on the See details button.
5. In the details of the configuration, set required parameters:
   • Set the required value in the Business Partner field.
   • Set the required value in the Business Partner Updates field.

Step 6: Attach Configurations to API Key

To finalize the configuration process, all lookup, fetch, and data transformation configurations must be attached to an API key. To attach configurations to an API key, follow these steps:

In the "API Key Management" section, select the API key that you created earlier and click on "See Details" to edit the settings. Attach the configurations you created to this API key.

1. Go to the API Key Management app.
2. Click on the See Details button of the API key you created earlier.
3. In the details of the API key, assign previously created configurations. Assign new configuration in :
   • Augmentation Configuration
   • Fetch Configuration
   • Data Transformation Configuration
4. Click on the Save changes button.

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