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Optimize Identity Resolution
Consider these best practices and troubleshooting tips for the data you bring in and send out of Data 360 to get the most of your unified profiles.
Review Source Data
Note Complete all required mappings for identity resolution before getting started.
Verify that data ingestion and modeling from your source data to Data 360 was successful.
| Question to Consider | How to Verify |
|---|---|
| Did all the data from my data stream make it into Data 360? | Use the Summary by Source Calculated Insight to make sure it matches your expectations. |
| Are all my data mappings correct? | Go to Data Explorer to review your Data Lake Objects (DLOs) and Data Model Objects (DMOs) for accurate values on key fields. Review mappings for important objects in Data Streams and check for warnings. |
| Does the Account DMO or Individual DMO have the expected fields and field values? | Go to Data Explorer to review the data model object's data. |
Review Summary Statistics and Unified Profiles
Verify that summary statistics and unified profiles make sense based on your source data after creating your ruleset.
| Question to Consider | How to Verify |
|---|---|
| Does the consolidation rate make sense for your data source? | Check the consolidation rate for your ruleset against what you know about how clean your data sources are. You can review the consolidation rate in the Identity Resolution Summary, using the Identity Resolution Tableau Dashboard, or by creating a calculated insight. |
| Do your unified profiles have the expected information? | Use the Profile Explorer or the Identity Resolution Tableau Dashboard to review random unified profiles for accurate values. |
- Profile Explorer in Data 360
Get a complete view of a unified profile for an account or individual for purposes such as validating unified profile data and checking for discrepancies. Customers can deploy a set of Lightning apps to customize and expand the experience. - Explore Individual Profile Unification in Tableau
Dig into your unification data visually with the Identity Resolution Tableau accelerator. Pre-configured charts provide at-a-glance information such as how many profiles were ingested from each source and how they contributed to your unified individual profiles. - Evaluate Account Matching in Query Editor
Check the effectiveness of your account unification match rules by reviewing Unified Account profiles with Query Editor. - Troubleshoot Identity Resolution Ruleset Processing Errors
Understand what ruleset processing errors mean and how to resolve them. - Troubleshoot Identity Resolution Results with Calculated Insights
Build calculated insights to investigate the quality of your unified profile data and profile consolidation rates.
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