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Stewardship and Workflows Flashcards

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  1. A data steward in Informatica MDM is reviewing a merge task for a 'Customer' base object. The task was generated automatically by a match rule. Which of the following is the primary responsibility of the data steward in this scenario?

    Answer: To validate the potential duplicate records and decide whether to merge, reject the merge, or flag for further investigation.

    The core function of a data steward for merge tasks is to apply business knowledge to the potential duplicates identified by the system. They must review the matched records, assess the accuracy of the match, and make an informed decision to either confirm the merge, reject it if the records are not true duplicates, or escalate if more information is needed. [14, 4]

  2. An organization wants to implement a two-step approval process for any updates made to a 'Product' Business Entity. A junior data steward can submit a change, which must then be approved by a senior data steward before the record becomes active. Which components in Informatica MDM are essential to configure this workflow?

    Answer: ActiveVOS workflow engine, task types for each approval level, and workflow triggers.

    Implementing multi-step approval workflows requires the ActiveVOS BPM engine integrated with MDM. You need to define different task types for each step in the process (e.g., 'AVOSBeReviewNoApprove', 'AVOSBeFinalReview') and configure workflow triggers that initiate the process when a specific event occurs, such as updating a Product record. [28, 25, 26]

  3. Which of the following is a prerequisite for enabling a workflow that automatically creates a task for a data steward when an unmerge action is performed on a record in the E360 UI?

    Answer: The 'BeUnmergeWorkflow' process must be available and deployed in the ActiveVOS console, and a corresponding trigger must be configured.

    Informatica MDM provides out-of-the-box workflow processes, including 'BeUnmergeWorkflow', which are part of the BeMDMWorkflow.bpr file. To create an unmerge task, this process must be deployed in ActiveVOS, and a workflow trigger must be configured in the Provisioning Tool to initiate this process upon the 'UnMergeBE' event. [2, 22]

  4. A data steward is notified that a data quality score for 'Supplier' records has dropped below the acceptable threshold. According to data stewardship best practices, what is the most appropriate initial action?

    Answer: Trigger stewardship tasks automatically for the low-quality records and begin root cause analysis.

    Effective data stewardship involves proactively addressing data quality issues. When a quality threshold is breached, the best practice is to automatically create tasks for data stewards to review the affected records. Simultaneously, the steward should investigate the root cause of the quality decline to prevent future occurrences. [4, 1, 15]

  5. In the context of Informatica Data Director (IDD) and ActiveVOS, what is the purpose of configuring 'Task Types' in the Provisioning Tool?

    Answer: To associate a specific workflow process with user roles and define the actions they can take on a task.

    Task Types are a critical link in the workflow configuration. They define a specific kind of task (e.g., merge approval, unmerge review) and associate it with the roles that are allowed to claim and act upon it. They also link to the underlying workflow process in ActiveVOS that governs the task's lifecycle. [24, 28, 9]

  6. When a workflow is configured to create a merge task, a data steward claims the task in their inbox. Which tool is primarily used by the data steward to review the matched records side-by-side, view trust scores, and execute the merge or reject the task?

    Answer: Informatica Data Director (IDD) / Entity 360 (E360) UI

    The Informatica Data Director (IDD) or its modern interface, Entity 360 (E360), is the web-based data governance application designed for business users and data stewards. It provides the user-friendly interface for managing tasks, reviewing potential matches, comparing record details, and making stewardship decisions like merging or unmerging records. [20, 11, 14]