Tutorial: How to monitor Business Partner updates?

Overview

Use case

Customer and vendor data quality decreases, even if the data is not touched, e.g., due to address changes, M&A, or insolvencies. Keeping the data up to date manually is a complex and high effort on a global scale. Commercial registers and other reference data sources have to be monitored continuously, and for countries without reliable reference data, data has to be researched business partner by business partner. The CDQ Business Partner Update Monitoring takes over the effort of manual update screening. Business Partner Updates are automatically collected and made available in an easy-to-analyze and integratable way.

Use Case: Situation, Approach and Results

Learning Goals

Common Process

In this tutorial, the user will be focused on:

• Creating augmentation configuration using the Augmentation Configurator cloud app,
• Creating data monitor based on prepared configuration using the Data Clinic cloud app,
• Analysing subscriptions in the Collaboration & Subscription Configuration app and generating Subscription Report in the Data Clinic cloud app,
• Analysing results in the Business Partner Update Browser cloud app and the Generation Update report in the Data Clinic cloud app.

Prerequisites

Login

Log into the CDQ Cloud Apps

Data Mirror

List of available workspaces

Step1: Augmetation Configurator

Create a configuration for the Data Quality Rules Engine used for monitoring:

1. Go to the Augmentation Configurator cloud app,

2. Create a new configuration:

• Click the Create new configuration button,
• Name the new configuration,
• Click the Create button,

5. Check the Augmentation Configurator table below. Each configuration is assigned a unique number,
6. Select the newly created configuration for the edition,

7. Scroll down to activate Reference Data Sources,

8. Choose data sources for the Lookup to specify which sources should be used for augmentation:

• Use the Update monitoring checkbox from the table header to choose all data sources displayed on the page,
• Use the All Update Monitoring options on all pages checkbox below the table to choose all available data sources,

9. Go to the Curation settings tab,

10. If configuration was created only for an update montoring set:

• Curation Profile: FEATURE_OFF

12. Click the Save configuration button.

Step 2: Augmetation Monitor

Create an Augmentation Monitor and activate it using the previously created configuration:

1. Go to the Data Clinic cloud app,

2. Click on the Add New Data Monitor button,

3. Configure the new monitor:
   • Select Data Sources for which the monitor should be turned on,
   • Select Augmentation for the Monitor Type,
   • Select the newly created augmentation configuration,
   • Click the Create New Data Monitor button to save,

Step 3: Check the subscription

The subscription mechanism enables the selection of Business Partners to be monitored for updates. The linkage between Business Partners from the mirror and reference data sources is established using identifiers based on the linkage strategy.

1. Browse the subscriptions:
   • Go to the Collaboration & Subscription Configuration app,
   • Select the Subscriptions tab and set filter options,

2. Go to the Data Clinic App and click the Generate new report button,

3. Configure the report:
   • Provide the report title,
   • Select the Subscriptions Report for a report type,
   • Select a data sources (the same as for Data Monitor),
   • Select countries (optional),
   • Choose a file format,
   • Click the Generate button to start the job with the report creation.

4. Wait until the job is finished,

5. Download the report,

6. Review your report:
   • If a CDQ ID is present in the raw data for a specific data source, it indicates that the linkage has been created,
   • If certain business partners do not have any linkage, it is worthwhile to enhance identifiers based on the augmentation of lookup results.

Step 4: Read updates

To read relation updates:

1. Go to the Business Partner Update Browser app,
2. Use the New Model tab,
3. In the Updates tab set filter parameters:
   • Data Source: CDQ_DEMO
   • Set the date: 4h Aug. 2024

There are two types of classification filters:

• summaryClassification: This filter provides Business Partners with a summary classification, which is determined by the highest classificationlevel among all Business Partner concepts.
• conceptClassification: This filter indicates the classification of a Business Partner's specific concept (e.g., name, street, legal form).

By default, only the latest version of the BP is presented. To see all versions of the BP available in the last 3 months, mark the checkbox:

Click to use Old Model, previous version of the app.

To read relation updates:

1. Go to the Business Partner Update Browser app,
2. Click on the Old Model tab
3. In the Updates tab set filter parameters:Concepts: Business Partner Relation

4. Select View to see details of updates for the selected Business Partner.

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