Master Data Management, how to match and merge records to unify your data

At the heart of most data governance projects lies the concept of MDM — Master Data Management — which aims at creating a single source of truth (SSOT) for different entities.

Julien Kervizic
Hacking Analytics

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Photo by Clayton Cardinalli on Unsplash

In most organizations, it is particularly impactful around entities such as products and customers. To achieve clean results and data, records needs to be associated and merged to form this unified view of the entities.

There are multiple challenges that data professionals face when dealing with the creation and maintenance of master data entities. From the definition of a matching strategy, the setup of a consolidation strategy and field authority strategy.

Matching Strategy

Matching Method

There are different types of matching that can be accomplished from automated rules to match data together, or have it gone through a review process.

The matching methods used can be set up to handle different matching certainties, with the most certain matches going through an automated process and the more uncertain ones, going through a review process. This type of approach can be useful to get…

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Julien Kervizic
Hacking Analytics

Living at the interstice of business, data and technology | Head of Data at iptiQ by SwissRe | previously at Facebook, Amazon | julienkervizic@gmail.com