Master data consolidation refers to the process of combining and centralizing master data from disparate sources into a single system. It enables organizations to establish and enforce consistent policies, standards, and processes for managing master data.
In SAP, process templates are predefined sets of steps and configurations that streamline and standardize the master data consolidation process.
Consolidation can be done on Source and Active records. Source consolidation would generally be used in migration, whereas active record consolidation would be used in keeping data cleansed in day-to-day operations.
Process Steps available depend upon the Business Object Type and Process Goal selected.
- Standardization
- Update
- Matching
- Enrichment
- Best Record Calculations
- Validation
- Filter and Remove
- Evaluation
- Replication
- Activation
In RDG, to configure process templates, choose the Master Data Consolidation tile.
Standard and any existing custom process templates will be shown.
To create a new process template, click +
Enter a name and description for the process template. Names must begin with Y or Z. Then choose a Business Object Type. Available process goals will be filtered based on the BO Type selected. The BO types and process goals available will be dependent on the version of MDG being used.
After BO Type and Process Goal are selected, if Strategy is required, it will show in red. Otherwise, it will be read-only.
Add as many steps as required. RDG ensures that step selection and order are valid and will not create errors. Availability of step types is dependent on the BO Type and Process Goal.
Add adapters and configurations as required. Creating custom configurations is currently only supported for the Evaluation, Best Record Calculation, Filter and Remove, and Evaluation steps.
For example, if Evaluation is selected for the step type, select or create an adapter for that step.
If creating a custom adapter, enter details. These details can be edited later by selecting it from the box and clicking the pencil button.
Then select or create a configuration.
If creating a custom configuration, enter the details. These details can be edited later by selecting the configuration and clicking the pencil button.
When changes are finished, click Save and select a transport request. RDG will validate the steps and selections added before saving to ensure they are valid. If there are no errors, a success message will be shown.