Cleansing Cases
You use a cleansing case to merge the master data from potential duplicates into one target record.
Search and create cleansing cases
You can create a cleansing case from the Search Cleansing Cases
UI. This opens the cleansing case in an overview page where you can select the business objects you want to include in the cleansing case. All cleansing cases are created and stored with a unique ID. You can use the ID along with other search criteria to search for a cleansing case on the Search Cleansing Cases
UI. This allows you to save a cleansing case and work on it at a later point.
Manage target records and potential duplicates
If you identify duplicate records for your business objects, you can merge the duplicates into the target record to ensure that your data is consistent. You can identify potential duplicates from the business object’s Search
UI or using the duplicate check.
Cleansing tree
Multiple selections of the same entity type in the cleansing tree trigger automatic comparison and the optional merging of data sets. This must be configured on entity level in the backend.
Keep data entries of target record
The Keep
field displays the data sets of the target record selected automatically. You can then choose to add more data to the target record from the potential duplicates, or else deselect the Keep
checkbox to discard data. You can switch off the dialog box that opens after you deselect the Keep
checkbox with the user parameter BS_CC_NOTIFY_UNKEEP
.
Drag and drop selected entities
You can configure your UI to allow the drag and drop of data for selected entities from potential duplicates to the target record. For example, the business partner application allows drag and drop for communication data.
Details
section
When you select an entry in the cleansing tree, the entry details are displayed. To set up the Details
section, you must define a specific UI configuration for the selected entity. Otherwise, a generic description of the entity is displayed.
For business partners, the Details
section is the same as the data entry available during single object processing, as the system is configured for each entity in the cleansing tree. This gives you a complete overview of your master data when working with a cleansing case. You can also edit the information that already exists for your target record. This allows you to correct any errors in the data that might have occurred.
Customizable view
You can set up the cleansing case according to your requirements, for example, how the Overview
table is displayed or where the details appear on the screen.
Processor handling
Before submitting the change request, you can forward the cleansing case to another user by entering their user ID in the Processor
field.