User Guide

Common Use Cases

Building a Customer MDM System

• Create customer dataset with required fields

• Set up sources (CRM, e-commerce, support systems)

• Configure indexer for email, phone, name matching

• Define classifier with weighted comparisons

• Create merger strategy (prefer most recent)

• Configure entity as AUTO_DUPLICATES with steward

• Schedule automatic synchronization

• Monitor duplicate resolution

Relevant Guides: Entities, Resources, Golden Records

Implementing Data Integration Pipeline

• Define source dataset matching source schema

• Create source resource (JDBC, file, API)

• Define target dataset for Golden Core

• Create transformation mapping fields

• Create pipeline for data cleaning

• Configure table for storage

• Execute load operation via API

• Monitor task completion

Relevant Guides: Resources, Tables, Tasks

Setting Up User Access Control

• Configure authentication method (SSO or internal)

• Define custom roles for organization

• Assign appropriate permissions to roles

• Create user accounts with roles

• Generate access tokens for integrations

• Configure entitlement filters for data privacy

• Monitor and audit access

Relevant Guides: Security

Manual Duplicate Review Process

• Synchronize entity to create buckets

• Query REVIEW-classified buckets

• Examine records in each bucket

• Make merge/disconnect decisions

• Track progress via statistics

• Generate reports on data quality