In Data quality studio, you can set up and use a fuzzy duplicate check. This option checks for duplicates applying fuzzy logic. A fuzzy duplicate check compares values from several fields. based on the comparison, a duplicate score is calculated.
If Data quality studio is installed on the same environment as Data entry workflow, you can apply a fuzzy duplicate check in Data entry workflow.
For each data entry workflow template, you can define a fuzzy duplicate check step. Use a fuzzy duplicate check step to automatically check if the data, as entered in the previous workflow tasks, is a possible duplicate record.

Designer (Data entry workflow) Designer (Data entry workflow) The Data entry workflow designer (DewDataEntryWorkflowDesigner): Enables the Data entry workflow setup. Designs and maintains data entry workflow templates. Manages data entry workflow template versions. Deploys data entry workflow templates. Start Start Create workflow template step Create workflow template step If Data quality studio is installed on the same environment as Data entry workflow, you can apply a fuzzy duplicate check in Data entry workflow. For each data entry workflow template, you can define a fuzzy duplicate check step. Use a fuzzy duplicate check step to automatically check if the data, as entered in the previous workflow tasks, is a possible duplicate record. You can use these dependency types for fuzzy duplicate check steps: Step: Adds a step next to a selected step in the workflow. Parallel step: Adds a parallel step to a selected step in the workflow. You can add a parallel step to any step, except for the first step. Group subsequent step: Adds a step that brings together parallel steps in one next step. You can only add a group step if at least one parallel step is defined for the workflow template. For a group step, you must select the steps that are brought together in the group step. Procedure 1. Go to Data entry workflow > Design > Data entry workflow templates. 2. In the list, click the link in the desired data entry workflow template. 3. Click Edit. Note: Make sure the Workflow diagram section is in edit mode. 4. In the Workflow diagram section, click Add. Note: If you want to add a step next to or parallel to another step, first select the desired step in the workflow diagram. 5. Click the desired dependency type. 6. In the Step name field, type a value. 7. In the Description field, type a value. 8. In the Type field, select 'Fuzzy duplicate check'. 9. Select Yes in the Transfer to target field. 10. Select the fuzzy duplicate check to be done for the step. In the Fuzzy duplicate check field, enter or select a value. Note: You select the fuzzy duplicate check from Data quality studio. 11. You can set a time limit within which the workflow step must be done when possible duplicates are found. Based on the time limit and the calendar, which is defined in the Data entry workflow parameters, the elapsed time is calculated for the workflow tasks. In the Time unit field, select an option. Note: Usually, you don't set a time limit for the initial step. You can use custom alerts to notify when a time limit is due. You can do so based on the elapsed time of a workflow task. 12. In the Time length field, enter the number of time units for the time limit. 13. In the Header instructions field, type a value. 14. In the Footer instructions field, type a value. 15. Sub-task: Select previous steps for 'Group subsequent step'. 16. Expand the Previous steps section. 17. In the list, find and select the desired previous steps. 18. Click OK. Notes Do not set up a fuzzy duplicate step as the first step of a data entry workflow. Make sure to have at least one data entry step before a fuzzy duplicate check step. Define step dependencies Define step dependencies When you create a data entry workflow step, the applicable dependencies are automatically created. The dependencies are created based on a combination of the selected step(s) and the type of step you create. You can manually add dependencies or change existing dependencies. For example, if you add an additional step between existing steps, check and add the desired dependencies. You can also remove a dependency for a selected step. Procedure 1. Go to Data entry workflow > Design > Data entry workflow templates. 2. In the list, click the link of the desired data entry workflow template. 3. Click Edit. Note: Make sure the Workflow diagram section is in edit mode. 4. Sub-task: Add dependency. 5. In the Workflow diagram, select the desired step, and click Add dependency. 6. In the list, find and select the desired steps. Note: You can only add a dependency between the selected step and a step that is positioned before the selected step. 7. Click OK. 8. Sub-task: Remove dependency. 9. In the Workflow diagram, select the desired step, and click Remove dependency. 10. Click the dependency that you want to remove. Change step position in workflow Change step position in workflow You can copy or move a step of a data entry workflow template. You can copy or move a step: In the current data entry workflow template. To another data entry workflow template. Procedure 1. Go to Data entry workflow > Design > Data entry workflow templates. 2. In the list, click the link of the desired data entry workflow template. 3. Click Edit. Note: Make sure the Workflow diagram section is in edit mode. 4. Sub-task: Copy or move a step in the current data entry workflow template. 5. In the Workflow diagram section, select the desired step, and click Cut or click Copy. 6. In the Workflow diagram, select the desired step, and click Paste. 7. You can paste the copied or moved step in relation to another selected step in these ways: After Before Parallel Click the desired option. Note: If you copied a step, its name gets the '_Copy1' extension. 8. Sub-task: Copy or move a step to another data entry workflow template. 9. In the Workflow diagram section, select the desired step, and click Cut or click Copy. 10. Close the current data entry workflow template page and go back to the Data entry workflow templates list page. 11. In the list, click the link of the desired data entry workflow template. 12. In the Workflow diagram section, click Edit. 13. In the Workflow diagram, select the desired step, and click Paste. 14. You can paste the copied or moved step in relation to another selected step in these ways: After Before Parallel Click the desired option. Note: If you copied a step, and a step with the same name already exists, its name gets the '_Copy1' extension. Edit step setup

Edit step setup - Fuzzy duplicate check

On creation of a fuzzy duplicate check step, you define the basic fuzzy duplicate check step setup. To complete the setup of a fuzzy duplicate check step:

  • Assign the step to the responsible user, team, or role. The step assignment is applied only if possible duplicates are found.
  • Define the possible duplicates evaluation outcomes.
  • You can set up step conditions.
  • You can set up an integration with Master data management studio.
  • If it is the last step of a workflow, you can set up the post actions.

Note: For fuzzy duplicate check steps, tab pages, field groups, and fields are not applicable.

End End

Activities

Name Responsible Description

Create workflow template step - Fuzzy duplicate check

Designer (Data entry workflow)

If Data quality studio is installed on the same environment as Data entry workflow, you can apply a fuzzy duplicate check in Data entry workflow.
For each data entry workflow template, you can define a fuzzy duplicate check step. Use a fuzzy duplicate check step to automatically check if the data, as entered in the previous workflow tasks, is a possible duplicate record.

You can use these dependency types for fuzzy duplicate check steps:

  • Step: Adds a step next to a selected step in the workflow.
  • Parallel step: Adds a parallel step to a selected step in the workflow. You can add a parallel step to any step, except for the first step.
  • Group subsequent step: Adds a step that brings together parallel steps in one next step. You can only add a group step if at least one parallel step is defined for the workflow template. For a group step, you must select the steps that are brought together in the group step.

Define step dependencies

Designer (Data entry workflow)

When you create a data entry workflow step, the applicable dependencies are automatically created. The dependencies are created based on a combination of the selected step(s) and the type of step you create.

You can manually add dependencies or change existing dependencies. For example, if you add an additional step between existing steps, check and add the desired dependencies.

You can also remove a dependency for a selected step.

Copy or move data entry workflow template step

Designer (Data entry workflow)

You can copy or move a step of a data entry workflow template.

You can copy or move a step:

  • In the current data entry workflow template.
  • To another data entry workflow template.

Edit step setup - Fuzzy duplicate check

Designer (Data entry workflow)

On creation of a fuzzy duplicate check step, you define the basic fuzzy duplicate check step setup. To complete the setup of a fuzzy duplicate check step:

  • Assign the step to the responsible user, team, or role. The step assignment is applied only if possible duplicates are found.
  • Define the possible duplicates evaluation outcomes.
  • You can set up step conditions.
  • You can set up an integration with Master data management studio.
  • If it is the last step of a workflow, you can set up the post actions.

Note: For fuzzy duplicate check steps, tab pages, field groups, and fields are not applicable.

Activities

Name Responsible Description

Create workflow template step - Fuzzy duplicate check

Designer (Data entry workflow)

If Data quality studio is installed on the same environment as Data entry workflow, you can apply a fuzzy duplicate check in Data entry workflow.
For each data entry workflow template, you can define a fuzzy duplicate check step. Use a fuzzy duplicate check step to automatically check if the data, as entered in the previous workflow tasks, is a possible duplicate record.

You can use these dependency types for fuzzy duplicate check steps:

  • Step: Adds a step next to a selected step in the workflow.
  • Parallel step: Adds a parallel step to a selected step in the workflow. You can add a parallel step to any step, except for the first step.
  • Group subsequent step: Adds a step that brings together parallel steps in one next step. You can only add a group step if at least one parallel step is defined for the workflow template. For a group step, you must select the steps that are brought together in the group step.

Define step dependencies

Designer (Data entry workflow)

When you create a data entry workflow step, the applicable dependencies are automatically created. The dependencies are created based on a combination of the selected step(s) and the type of step you create.

You can manually add dependencies or change existing dependencies. For example, if you add an additional step between existing steps, check and add the desired dependencies.

You can also remove a dependency for a selected step.

Copy or move data entry workflow template step

Designer (Data entry workflow)

You can copy or move a step of a data entry workflow template.

You can copy or move a step:

  • In the current data entry workflow template.
  • To another data entry workflow template.

Edit step setup - Fuzzy duplicate check

Designer (Data entry workflow)

On creation of a fuzzy duplicate check step, you define the basic fuzzy duplicate check step setup. To complete the setup of a fuzzy duplicate check step:

  • Assign the step to the responsible user, team, or role. The step assignment is applied only if possible duplicates are found.
  • Define the possible duplicates evaluation outcomes.
  • You can set up step conditions.
  • You can set up an integration with Master data management studio.
  • If it is the last step of a workflow, you can set up the post actions.

Note: For fuzzy duplicate check steps, tab pages, field groups, and fields are not applicable.

See also

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