Data Deduplication with QGate Paribus Family

Managing the Information Columns – Most Recent Contact User

Summary: For the reviewers of Paribus Discovery Match Results having information columns that speed up the decision are important. The information columns displayed are controlled in the Data Set.
Article Type: Technical Article
Related Product(s): This article relates to the following products:

  • Paribus Discovery
  • Microsoft Dynamics CRM/365
  • Infor CRM

Introduction

For the reviewers of Paribus Discovery Match Results having information columns that speed up the decision are important. The information columns displayed are controlled in the Data Set.

Controlling Paribus Data Set

As well as adding standard fields the information displayed can be enhanced further.

Identifying Who Wrote the Most Recent History Record

It’s often useful to know who wrote the last history record or sent the last email to a Contact or Account when trying to determine which record of a Match Group should be the surviving record into which the duplicates should be merged.  To do this, you need to find the most recent History record and then extract the name of the User who was associated with that record.

The process can be broken up into 3 logical elements.

  • Finding the associated History records for the Accounts on which you’re matching
  • Identifying the most recent record
  • Displaying the User Name from the Userinfo table associated with the identified History record

To include this information for the Paribus reviewer, a SQL statement can be included within the Information Columns definition to provide the USER Name.  An example is below:

(SELECT USERNAME FROM USERINFO WHERE USERID = (SELECT TOP 1 COMPLETEDUSER FROM HISTORY WHERE HISTORY.ACCOUNTID = ACCOUNT.ACCOUNTID ORDER BY COMPLETEDDATE DESC)) AS ‘Last History User’

For example, it would be added as follows:

Paribus Discovery SQL Statement

Resulting in more detail being available for the reviewer and therefore a more informed decision.

Paribus Discovery Last User History

 

For more information on managing the information columns in Paribus Discovery, please use one of the links below.

To get more information on Paribus Discovery, please visit our Product Pages.

 Related Resources:
Further Information:


See the Paribus Help Center User Guidelines for important considerations of use.