Completing data stewardship tasks in IBM Master Data Management

Use the Stewardship tab to find, review, and remediate data quality issues in your master data such as potential matches and potential overlays.

IBM Master Data Management helps you to identify and remediate the following types of potential data quality issues in your master data:

  • Potential matches: Do two records match? Should they be linked together in an entity? When the IBM Master Data Management matching engine cannot determine whether a pairs of records should be linked to form an entity or those records should remain as separate entities, a data steward review is required.

  • Potential overlays: Are there potential breaking data changes in your record data? A potential overlay issue occurs when a record update results in changes that appear to alter the identity of the record, such as a substantially different name, date of birth, or identification number. This type of change might indicate that the record was erroneously overwritten with data from another record, and could improperly alter entity information.

You can work with data quality remedition tasks from your task inbox or from within the master data workspace's Stewardship tab.

Working with tasks from your task inbox

If you are a data steward who has been assigned data quality remediation tasks, you can view and manage your assigned tasks from the task inbox. To open your task inbox.

From the Cloud Pak for Data navigation menu, choose Governance > Task inbox. Your task inbox opens to show your assigned or completed tasks.

You can claim a task to indicate that you are working on the task. If necessary, you can return a claimed task so that another assignee can claim it.

Working with tasks from the IBM Master Data Management Stewardship tab

To find and start working with data quality issues from within IBM Master Data Management:

  1. From the Master data navigation menu, click Search search icon to open the master data search page.

  2. Click the Stewardship tab to start working with data quality issues.

  3. Use the search bar to find data quality issues that need your attention. You can run a simple text search or click Advanced to define additional search criteria such as specific attribute values, matching scores, and tags.

    Optionally, filter results based on the following criteria:

    • The issue type, such as potential match or potential overlay. The default search includes all issue types.
    • The age of the issue. Click Created within and then select the time range that you want to return results for.

  4. Review your search results, which include the names of the data quality issues, any tags associated with those issues, and the age of each issue.

  5. Explore and work with data quality issues.

Working with potential match issues

To manage and work with potential match issues, you can complete the following actions:

  • See more details about an issue, including the involved entites and records. Click View details view details icon.

  • Compare and analyze entities from an issue in the analysis workspace. Click Open in analysis analysis icon. The analysis workspace opens with the relevant entities added to the analysis queue. For details about using the analysis workspace, see Analyzing and comparing master data.

  • Start working on a remediation task. Click View details, then click Remediate remediate icon. The remediation task opens in a new browser tab. For more information, see Remediating potential match issues.

Restriction: You cannot open a remediation task if you are not authorized to work on the issue or if another user has already claimed an in-progress task for that issue. To request authorization, ask a data engineer or system administrator to add you to the workflow configuration. For more information, see Configuring master data workflows.

Working with potential overlay issues

To manage and work with potential overlay issues, you can complete the following actions:

  • See more details about the issue. Click View details view details icon.

  • Start working on a remediation task. Click Remediate remediate icon. The remediation task opens in a new browser tab. For more information, see Remediating potential overlay issues.

Restriction: You cannot open a remediation task if you are not authorized to work on the issue or if another user has already claimed an in-progress task for that issue. To request authorization, ask a data engineer or system administrator to add you to the workflow configuration. For more information, see Configuring master data workflows.

Adding tags to stewardship issues

Master data tags are searchable labels that you can assign to your master data quality issues. You can add master data tags to help yourself and others in your organization to quickly organize and prioritize data quality issues.

You can also configure potential match workflows to automatically apply tags to the issues they create. For more information about configuring autotagging rules, see Configuring a potential match workflow.

To tag your data quality issues:

  1. From the Master data navigation menu, click Search search icon to open the master data search page.

  2. Click the Stewardship tab to start working with data quality issues.

  3. Use the search bar to find data quality issues that you want to tag.

    • To add tags to a subset of the results, select one or more issues, then click Update tags in the table header.

    • To add tags to the entire set of search results, click Apply tags to results.

  4. Review the tags that are already applied to the issues.

  5. Search for additional tags that you want to apply. If a tag does not exist, you can create it.

  6. Select the tags you want to add to the selected issues. Deselect tags that you want to remove.

  7. Click Apply changes.

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