# How to monitor Business Partner Relations?

## Overview

**Use Case**

This use case outlines the optimal use of CDQ Cloud Services for implementing continuous monitoring of Business Partner Relations.

**Learning Goals**

In this tutorial, users will focus on the following tasks:

- Creating an augmentation configuration using the [Augmentation Configurator](https://apps.cdq.com/dashboard/augmentation-configurator) cloud app,
- Creating a data monitor based on the prepared configuration using [Data Clinic](https://apps.cdq.com/dashboard/data-clinic) cloud app,
- Analyzing subscriptions in the [Collaboration & Subscription](https://apps.cdq.com/dashboard/collaboration) Configuration app and generating **Subscription Report** in the [Data Clinic](https://apps.cdq.com/dashboard/data-clinic) cloud app,
- Analysing results in the [Business Partner Update Browser](https://apps.cdq.com/dashboard/business-partner-update-browser) app and generating an **Update Report** in the [Data Clinic](https://apps.cdq.com/dashboard/data-clinic) 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.

# Step 1: Augmetation Configurator

Create a configuration to be used for the monitoring: (Let's set up a configuration for monitoring purposes.)

1. Select the **Augmentation Configurator** app,


![](/assets/rm-img001.6e8d69d055498697ad4e5832326fb42a9bef6a14fc9d7a5f938becfd2faae090.db4cd86a.png)

1. Click the **Create new configuration** button,
2. Name the new configuration,
3. Click the **Create** button,


![](/assets/rm-img002.6d470c9cac2db52064ddb70779cb4e5e7451c2642768b14c43622b48224510bf.db4cd86a.png)

1. Refer to the table below for the **Augmentation Configurator**,


Each configuration is assigned a unique number.

1. Choose a newly created configuration for the edition,


![](/assets/rm-img003.17b6836e61fc3883f33c92c0e76ec7d609696c0b4c1a94f6096e34fe2aa033ee.db4cd86a.png)

1. Scroll down to activate **Reference Data Sources**,


![](/assets/rm-img004.3f660edd223c12f6b250a20fc366cc184fffd186a98c89aadae5ccebd66a2c79.db4cd86a.png)

1. Select data sources for **Update monitoring** to define which sources should be used


Relations are provided by:

* paid data sources, for example:  `DnB`
* free data sources, for example: `LEI`, `FR.RC`, `NZ.CR`, `CH.UIDR`, `NO.RBE`


![](/assets/rm-img005.dc35982dab031bc379c684bc47684032137e2223c8b8f835333f6b4e132369a8.db4cd86a.png)

1. Go to the **Curation settings** tab,


![](/assets/rm-img006.1f2d8bf4f80427c5ea20455fa919ff5b0385e399e209ce79237ed86a8649bd9e.db4cd86a.png)

1. If this configuration is created only for update monitoring, ensure that 'FEATURES_OFF' is selected for the Curation Profile.


![](/assets/rm-img007.f31268625ffe6cd61c0e8d628fd95286693e10baf7cae61ba45b3ba967a54971.db4cd86a.png)

1. Click the **Save configuration** button.


![](/assets/rm-img008.3d5e22fd88a3d22e8b6d39c19272218379c063925f15de773f5de9e578036f2f.db4cd86a.png)

# Step2: Augmetation Monitor

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

1. Go to the **Data Clinic** app,


![](/assets/rm-img009.88d0b8f76639a857b33da65e45d7c54bb70b1ddee49f3eeea14a024c0fa0929b.db4cd86a.png)

1. Click the **Add New Data Monitor** button,


![](/assets/rm-img0010.21cd939273a0efb8b1beca13430c5be1f5c2711c2d815f9698e4bc015d1a3e2e.db4cd86a.png)

1. Configure the new monitor:
  * Select the **Data Sources** for which the monitor should be turned on,
  * Select **Augmentation** for the Monitor Type,
  * Select the newly created **Augmentation configuration**,


![](/assets/rm-img0011.c8863b9e9077f09d4610cf4b61cc7cbd2f419d2d480f0affcfdcd18a3d5aebed.db4cd86a.png)

1. Click the **Create New Data Monitor** button.


# Step 3: Check your subscriptions

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 required based on the linkage strategy.

Without these identifiers, creating a connection and initiating monitoring is not possible.

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


All Business Partners are selected for subscription by default.

![](/assets/rm-img0013.5e94160c78d7e57aabf8984d487e4e61a82ce73ee145a5781d5d561970733d78.db4cd86a.png)

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


![](/assets/rm-img0014.838221caf74ea01e33e966e0288ee107c4fcc5c468c6c3f6a4892a06c2856040.db4cd86a.png)

The subscription report allows checking which Business Partners are subscribed for update monitoring in the `xlsx` report.

1. 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.


![](/assets/rm-img0015.27b1f727ee85da116b97379976e0b77c0dbfdadaa4a39c5c773852022c546cc2.db4cd86a.png)

1. Wait until the job is finished,


![](/assets/rm-img0016.5978fbf48ac1690aac344fe5ca334b0e82341e534cd418d5d55bbf5aa08e97ef.db4cd86a.png)

1. Download the report,


![](/assets/rm-img0017.0239a1ecd1025f6aa87bec800e987fd276b1e6855257909a754c2af4c39c672f.db4cd86a.png)

1. 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.


The subscription report was generated successfully.

![](/assets/rm-img0018.35e5b32ce1540694526316b6360a3a8aab501f3356fa37524a160ff4b96767cd.db4cd86a.png)

# Step 4: Read updates

To read relation updates:

1. Go to the **Business Partner Update Browser** app,
2. In the **Updates** tab set filter parameters:


Tags:

* `RELATION_ADDED`,
* `RELATION_MODIFIED`


![](/assets/rm-img0026.d6ca43dd5463b6e632f7d6c30272010cd089c0df58c140397c621cb1ef615c5b.db4cd86a.png)

# Step 5: Generate the Business Partner updates report

To generate the Business Partner updates report repeat steps 2–5 from the [Step 3](#step-3-check-your-subscriptions).

Remember
The Business Partner updates report was generated successfully.

## Your opinion matters!

We are constantly working on providing an outstanding user experience with our products. Please share your opinion about this tutorial!