MDM - Informatica Master Data Management Match and Merge Rules Questions and Answers — Questions and Answers
Question 1: A company is implementing Informatica MDM to consolidate customer data from three different source systems. The data contains variations in spelling and format for customer names and addresses. Which match strategy should be configured in the base object to identify these potential duplicates effectively?
- Exact Match only
- Fuzzy Match (Correct answer)
- Segment Match
- Filter Match
Correct answer: Fuzzy Match
Fuzzy matching is the appropriate strategy because it is designed to identify records that are similar but not identical. It can handle variations like misspellings, phonetic differences, and abbreviations, which are common in customer data from multiple sources.
Question 2: In a Match Rule Set configuration, what is the primary function of the 'Search Level' property?
- To define which columns are used for matching.
- To specify whether the merge process is automatic or manual.
- To determine the number of match candidates returned during the search phase. (Correct answer)
- To set the trust score for the source records.
Correct answer: To determine the number of match candidates returned during the search phase.
The Search Level property in a Match Rule Set is used to control how many potential match candidates are returned by the search phase of the match process. Options like 'Narrow,' 'Typical,' and 'Exhaustive' allow administrators to balance performance with the thoroughness of the match search.
Question 3: A data steward is configuring a match rule and wants to ensure that two records are automatically merged only if their Social Security Numbers (SSN) are identical. For all other potential matches, a manual review is required. Which of the following configurations would achieve this?
- A single Fuzzy Match rule on the SSN column set to 'Auto Merge'.
- A single Exact Match rule on the SSN column with the 'Auto' property enabled. (Correct answer)
- A Match Rule Set with a 'Typical' search level.
- A Merge Rule that prioritizes the most recently updated record.
Correct answer: A single Exact Match rule on the SSN column with the 'Auto' property enabled.
An Exact Match rule ensures that only records with identical values in the specified column (SSN) are considered a match. Enabling the 'Auto' property for this specific rule instructs the Auto Merge batch job to automatically merge the records that satisfy this rule, while other matches would be queued for manual review.
Question 4: When configuring match rules in Informatica MDM, which component defines the base object and the relationships to be traversed to find data for matching?
- Match Column
- Match Key
- Match Path (Correct answer)
- Survivorship Rule
Correct answer: Match Path
The Match Path component is used to specify the base object that provides the data for matching and to define the traversal of relationships (parent-to-child or child-to-parent) across multiple base objects or within a single base object.
Question 5: Which of the following statements accurately describes the relationship between Match Rules and Match Rule Sets?
- Each Match Rule can only belong to one Match Rule Set, and only one rule can be active at a time.
- A Match Rule Set is a logical grouping of one or more Match Rules, and only one Match Rule Set can be active at a time for a base object. (Correct answer)
- All Match Rules within a Match Rule Set are processed with an 'OR' condition, while columns within a single Match Rule are processed with an 'OR' condition.
- A Match Rule Set defines the survivorship logic, while the Match Rules define the duplicate identification criteria.
Correct answer: A Match Rule Set is a logical grouping of one or more Match Rules, and only one Match Rule Set can be active at a time for a base object.
A Match Rule Set is a collection of individual Match Rules that work together to identify duplicates for a base object. While multiple rule sets can be defined, only one can be active at any given time for that base object.
Question 6: During the merge process, the MDM Hub needs to decide which cell-level value to preserve in the golden record when matched records have conflicting data. Which rule set governs this survivorship logic?
- Validation Rules
- Trust and Survivorship Rules (Correct answer)
- Match Rules
- Tokenization Rules
Correct answer: Trust and Survivorship Rules
Trust and Survivorship rules determine how the final, consolidated record (golden record) is created. Trust scores are assigned to source systems, and survivorship rules use these scores (or other logic like 'most recent') to decide which attribute value from which source record 'survives' to become part of the master record.
A company is implementing Informatica MDM to consolidate customer data from three different source systems.
The data contains variations in spelling and format for customer names and addresses.
Which match strategy should be configured in the base object to identify these potential duplicates effectively?