Assigning Records - spectrum_quality_1 - 23.1

Spectrum Data Quality Guide

Product type
Software
Portfolio
Verify
Product family
Spectrum
Product
Spectrum > Quality > Spectrum Quality
Version
23.1
Language
English
Product name
Spectrum Data Quality
Title
Spectrum Data Quality Guide
Topic type
How Do I
Overview
Tips
Reference
First publish date
2007
ft:lastEdition
2024-03-04
ft:lastPublication
2024-03-04T22:52:13.486265

The Maintenance > Assignment section under on the All Records page enables you to reassign records from one user to another.

  1. On the Data Stewardship Portal page, click Manage.
    This displays the Manage page.
  2. Click Assignments to expand the assignment options.
  3. In the User field, select a user whose exceptions you want to assign to another user.
  4. To reassign all records belonging to a user, skip to step 6. To reassign a portion of a user's records, complete one or more of these fields:
    Field Description
    Dataflow name The name of the dataflow producing the records.
    Stage label The name of the stage producing the records.
    Job ID The ID assigned to the job containing the records.
    Data domain The kind of data assigned in the Exception Monitor.
    Quality metrics The kind of metric assigned in the Exception Monitor.
    From date/time The start date in a range of dates in which the records were created.
    To date/time The end date in a range of dates in which the records were created.
    Record status Select one or more status from the list. If none is selected, all records matching other filters are reassigned. For example, select status of Edited and Rejected records and only records with those status values are reassigned.
  5. After completing your selections in the User, Dataflow name, and Stage label fields (at minimum), you can further refine the filter based on exception field values.
    1. Click the Add expression button .
    2. In the Field Name column, select the field you want to filter on.
    3. In the Operator column, select one of the following:
      Operator Description
      Is equal to Looks for records that have exactly the value you specify. This can be a numeric value or a text value. For example, you can search for records with a MatchScore value of exactly 82, or records with a LastName value of "Smith."
      Is not equal to Looks for records that have any value other than the one you specify. This can be a numeric value or a text value. For example, you can search for records with any MatchScore value except 100, or records with any LastName except "Smith."
      Is greater than Looks for records that have a numeric value that is greater than the value you specify.
      Is greater than or equal to Looks for records that have a numeric value that is greater than or equal to the value you specify. For example, if you specify 50, you would see records with a value of 50 or greater in the selected field.
      Is less than Looks for records that have a numeric value that is less than the value you specify.
      Is less than or equal to Looks for records that have a numeric value that is less than or equal to the value you specify. For example, if you specify 50, you would see records with a value of 50 or less in the selected field.
      Contains Looks for records that contain the value you specify in any position within the selected field. For example, if you filter for "South" in the AddressLine1 field, you would see records with "12 South Ave.", "9889 Southport St.", "600 South Shore Dr.", and "4089 5th St. South".
      Does not contain Looks for records that do not contain the value you specify in any position within the selected field. For example, if you filter for "South" in the AddressLine1 field but select "does not contain," you would not see records with "12 South Ave.", "9889 Southport St.", "600 South Shore Dr.", and "4089 5th St. South".
      Starts with Looks for records that start with a particular value in the selected field. For example, if you filter for "Van" in the LastName field you would see records with "Van Buren", Vandenburg", or "Van Dyck".
      Ends with Looks for records that end with a particular value in the selected field. For example, if you filter for records that end with "burg" in the City field, you would see records with "Gettysburg", "Fredricksburg", and "Blacksburg".
    4. In the Value column, enter the value to use as the filtering criteria.
      Note: The search value is case-sensitive. This means that searching for SMITH will return only records with "SMITH" in all upper case, but not "smith" or "Smith."
    5. To filter on more than one field, add multiple filters by clicking the add field filter icon again. For example, if you want all records with a LastName value of "SMITH" and a State value of "NY" you could use two filters, one for the LastName field and one for the State field.

    This example would return all records with a value of "FL" in the State field:

    Filter set to return records with "FL" in the State field.

    This example would return all records that do not have a PostalCode value of 60510:

    Filter set to return records with that do not have a PostalCode of 60510.

    This example would return all records with a StateProvince of "NY" with all postal codes except 14226.

    Filter set to return records with "NY" in the State field with postal codes other than 14226.
  6. Click Reassign.
  7. Optional: Select the number of exceptions you want to reassign.
    You can assign all or some of the resulting exceptions to the new user. For example, if you enter "10" as the limit, only the first 10 records meeting the criteria will be reassigned and the remaining records meeting the criteria will not be reassigned.
  8. Select another user in the Reassign box.
  9. Click Confirm.