TRANXACT.AI Help
Platform › Data & Documents

Data Quality

Duplicates found by the weekly scan, the rules good master data keeps, what breaks them, and merges a data steward approves.

In Platform → Data & Documents · 4 screens

Columns, fields and actions

ScreenKindWhat it is ColumnsFieldsActions
Duplicate Candidates List Customers, suppliers, items and employees that look like the same thing entered twice, found by the weekly scan from name similarity and shared identifiers. Decide each: not a duplicate, or propose a merge. 6 1 2
Quality Rules List What good master data looks like, one rule per field: required, a format, a range, or a reference to another master or a configuration list. Checked every night; each break is a finding. 9 9 1
Quality Findings List Each record that breaks a quality rule. A finding closes itself when the record is fixed and the rule is checked again; waive one that is right as it is. 8 1 0
Merge Requests Read-only list Two records that are one, waiting for a data steward. Approving re-points every reference to the record that stays, in one step, and keeps the other (inactive) so the merge can be undone. 7 0 4

Take the lesson on this section