Company records are data foundation, If you want company records within the application to be normalized to a core set of values so that better quality data is maintained within operational process with fewer anomalous data points.
Activate the Normalization Data Services plugin (com.glide.data_services_canonicalization.client).
Activating the plugin installs all the necessary schema to support normalizing references to Company records in the customer management database (CMDB) and Asset Management.
Go to Normalization Data Services > Guided Setup
There are 7 tasks that needs to be completed :
Before you start the guided setup , ask the customer for a clean data for company , and discuss the impact on all modules (Company is a foundation data) , specially SPM , because in some cases on SPM the requirements could be different , let me share an example :
After a merge of existing companies A & B to create a new company C , the logical approach would , to normalize the two companies and map it with the new company C .
However, this may be subject to problems specially on the financial aspect , because the two existing companies may need continue to exist , that why the SPM team need to be involved to clean up of data .
When your data is ready , Go to Normalized Company Names and load the data .
Another important step in the company names normalization , is the update of reference qualifiers , the aim of this step is to identify which company names need to be displayed for users on each reference field linked to company .
After running the "Update Reference Qualifiers" step for "Normalization Data Services" guided setup , the system will display a list of reference qualifiers it could not update automatically because custom qualifiers were already defined .
A script can be used to update the reference qualifiers , be inspired by the script include CanonicalServiceFilter .
