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How to Distinguish Unique Customer Properties (e.g. Phone Last Update Date) on Shared Customer Entities (e.g. Phone Number) using Spectrum

  • 1.  How to Distinguish Unique Customer Properties (e.g. Phone Last Update Date) on Shared Customer Entities (e.g. Phone Number) using Spectrum

    Employee
    Posted 10-31-2019 14:45
      |   view attached

    In Single Customer View (SCV)  implementations, we sometimes need to Distinguish Unique Customer Properties (e.g. Phone Last Update Date) on Shared Customer Entities (e.g. Phone Number). For example, in a master customer repository we often have separate email, phone and address entities or tables because a customer in many cases can have zero or more addresses, phone numbers and/or emails in a zero to many relationship with the core customer information. Some of these phone number, addresses and emails might be shared between more than one customer such as a husband and wife living at the same address with the same phone number or a previous home owner customer and the current home owner customer of the same home. It is also sometimes important to know when was the last time each person updated their phone number, email and/or address information  to help determine how valid the information is, such as who is the current homeowner. The date when an address, phone and or email is updated may be different for each person who shares the same phone, email or address. It some cases it is unnecessary  to store multiple records for the same address phone and/or email for each time it was updated by a different customer. One way to address this is to update each master customer entity/record with the phone, address and/or email unique ids and update dates for the phone, address and/or email that has the most current update dates so that we have phone/address/email id references on the customer linking to shared phone/address/email information. For example,  we can update each master customer entity/record with the unique id and update date for the phone number, that has the most current update date using the Spectrum Duplicate Synchronization stage.

    Attached is a SCV Advanced Topic 'How To' Short Training Video on how to implement this functionality.



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    Jeremy Peters: GISP, CIMP - Master Data Management & Data Quality
    Solutions Architect / Principal Consultant/ Distinguished Engineer
    Pitney Bowes Customer Information Management and Location Intelligence
    350 Jordan Rd | Troy, NY 12180 USA
    jeremy.peters@pb.com
    https://www.linkedin.com/in/jeremypeters1/
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