# How to monitor natural person?

## Overview

**Use Case**

This use case describes the recommended use of CDQ Cloud Services for establishing continuous screening of natural persons.

**Learning Goals**

In this tutorial, the user will be focused on:

- Creating augmentation configuration using [Augmentation Configurator](https://apps.cdq.com/dashboard/augmentation-configurator) cloud app.
- Creating data monitor based on prepared configuration using [Data Clinic](https://apps.cdq.com/dashboard/data-clinic) cloud app.
- Analysing augmented data with the generation Natural Person Screening report in the **Data Clinc** cloud app.


Remember
This tutorial is based on local data and specific naming. The presented results will be different from yours.

## Prerequisites

**Login**

Log into the CDQ [Cloud Apps](https://apps.cdq.com)

Authorization
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.

**Data Mirror**

To proceed with this tutorial the Data Mirror is needed. Go to this [page](https://meta.cdq.com/Use_case/Data_Mirror_Setup_and_Synchronization) to get more information.

Every newly created workspace is automatically provisioned with a default data source and an associated default mapping.

# Step 1: Import data to Data Mirror

1. Go to the **Data Mirror Management** app:


![](/assets/img001.cefbf905a5cce3a377e445303e7efd50e92d866e61ba363cf64b5776355ea278.c42d26a4.png)

1. Check details of existing mappings by clicking the **Details** button in the Mappings section:


![](/assets/img005.cfc7dbab14f95d6d37758c3a9e1141ad52273d2abe2993beae9353a50fdd669c.c42d26a4.png)

1. If a new mapping is needed, select the **Create Mapping** button:
  * Select the mapping file
  * Provide the mapping name
  * Click the **Create mapping** button


![](/assets/img006.c78ded417403a5ac8c180904e9cc9d0c03d45d3e66f1e9c1f3a9a883486597d3.c42d26a4.png)

1. Check existing Data Sources before data upload:
  * Select an existing data source
  * Click the **Edit** button
  * Check if the correct Mapping file is selected


![](/assets/img002.6d14e47aa703a7e145fc3db38b9ba4d517cc3ec6830aa54f6574aefe49070ccb.c42d26a4.png)

If the Data Mirror contains some Business Partners, changing the Mapping file will start the transformation job to make
sure the data in the CDQ model are up to date.

1. If a new data source is needed, select the **Create Data Source** button:
  * Provide the data source name
  * Select the mapping file
  * Click the **Create Data Source** button


![](/assets/img0014.48f574112cc262ae1e1e3feda19ea84ad76fe1a99bcca59d89134fbceb4a53c3.c42d26a4.png)

1. Import the data to the Data Mirror:
  * Select the data source
  * Click the **Import data** button
  * Choose the file to upload
  * Select the update type
  * Click the **Start Import** button


![](/assets/img008.b676815c129b6519cb8c833eb4953c0628197177f5c79a35f6e53f7c578ebdd5.c42d26a4.png)

Select the update type carefully
* **Full Update**: The import job will delete existing records that are not included in the import file.
* **Update and Insert**: The import job will extend your BPs with new data.


1. Check the job status:


| Status after job start | Finished job |
|  --- | --- |
| ![](/assets/img009.d893df21a26ae23885638f99d495d4b93da2728a15e41f51f1aa7712efebba45.c42d26a4.png) | ![](/assets/img0010.b39c8d14995f70b7735ce2ebb792b5f271ebba8f2414d12f9422f16446f8d045.c42d26a4.png) |


1. Check the data correctness:
  * Select a data source with imported data
  * Click the **Browse** button
  * Check the data by selecting the Business Partner
  * See the Business Partner Details in the newly opened details section


The data can be filtered by Country or External ID.

![](/assets/img0012.9a6af00c0ad670a5060dd55bbb2aba8fd86af0e9af70f1ccd1bddd3188e1447c.c42d26a4.png)

Verify that the mapping of the record accurately reflects the required data in the CDQ model by comparing it with the raw record.

![](/assets/img0013.9a27952b9da4caa8da5391059aa946982434485ab32d819b2466a8e753b168e5.c42d26a4.png)

# Step 2: Augmetation Configurator

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

1. Pick Data Augmentation Configurator from accessible apps
2. Click the *Create new configuration* button
3. Name the new configuration
4. Click the *Create* button


![](/assets/img01.2f5147157ad8f7ce24a966f24bbef1261813aabbc8c52a3e64f8d51a3c596ce2.c42d26a4.png)

1. Check the Augmentation Configurator table if every configuration has a unique number assigned
2. Select the newly created configuration for the edition


![](/assets/img02.4786a0f91974a6b21cc33caaf891fbcb64666ede545eaab3ae4e5b77067da3d4.c42d26a4.png)

1. The configuration contains three main sections. Scroll down to activate Reference Data Sources


![](/assets/img03.ded0be696b6835798c753b0a03555229a1227aff3d4598f1ad94c535a1eeb346.c42d26a4.png)

1. Select data sources for *Lookup* to define which sources should be used for augmentation


![](/assets/img04.f0995cdfd6c718f9665e7e4d478a97c9a4311e6abec779cb3987260b5b11f8d8.c42d26a4.png)

* Use the Lookup checkbox to choose all data sources displayed on the page


![](/assets/img05.01a3d268a8ec0d8787a45caaddad6af378723883f1b26553afc35ff92062ec19.c42d26a4.png)

* Use *All Lookup options on all pages* checkbox to choose all available data sources (all pages)


![](/assets/img06.f0837c70e4303717dba0d00d09f6ef054abcfedec19eb856cac4ea0de25cd03e.c42d26a4.png)

1. Go to the *Curation settings* card


![](/assets/img07.770463db935418a7810e1c4cc82421a4d826c654a8bf45678c3efb502e692aa6.c42d26a4.png)

1. Choose „NATURAL_PERSON_SCREENING” for Curation Profile


![](/assets/img08.e24c5f8134867b8b1f13c7334aafc04e0674b6247bb91c8d2a32aec1a9b47aa1.c42d26a4.png)

To read more about profiles visit the related [wiki page](https://meta.cdq.com/Category:API_profile)

1. Click *Save configuration* button


# Step 3: Augmetation Monitor

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

1. Go to the *Data Clinic* cloud app
2. Click the *Add New Data Monitor* button
3. Configure new monitor
  * Select Data Sources for which the monitor should be turned On
  * Select Augmentation for Monitor Type
  * Choose just created augmentation configuration
  * Select Validity span (optional)


![](/assets/img09.878a6832c9fdd9ba835efa50c4ada7fd97150bc0099aee4b58d73a0eca912a77.c42d26a4.png)

1. Click *Create New Data Monitor* button to save
2. Wait until the job for the new monitor is finished


![](/assets/img10.a0f936f8bae976f5faee0d68056c41308cee0bccf3b64384c2399beb86fe6bbf.c42d26a4.png)

1. To generate the *Natural Person Screening* report, go to the *Reports* tab of the Data Clinic APP


![](/assets/img14.13273bcd2ab077356852759a5c29673a092f79cae111323793d072890085cda5.c42d26a4.png)

1. Click the *Generate new report* button
2. Configure the report
  * Provide Report title
  * Choose *Natural Person Screening Report* for a report type
  * Select data sources (the same as for Data Monitor)
*Create a report only for specific countries and choose file format (optional)


![](/assets/img15.b889e89317a7af8ab3da5ae41f76c1062ada1ae26d87e9956395b089874ec84c.c42d26a4.png)

1. Click the „Generate” button to start a job with the report creation
2. Wait until the job is finished


![](/assets/img16.b0c1bf0382f70786fad367258b6b9f1b6d63651f2382734970ab75a603ad8736.c42d26a4.png)

1. Download the report


![](/assets/img17.7bcf5b9501886b674b88063b7a9e8e19b55d0fa3974c20a4d8f186dfd8c3fa15.c42d26a4.png)

1. Open the report to see the results


![](/assets/img18.b70f786b1318a5d73aed9d4f27f78ae093de40a79f7b966b96983fec1f10270c.c42d26a4.png)

Congratulation
You have generated the Natural Person Screening report.

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