The data mentioned by the business department may come from the order library, activity form and manual ledger. If the source is not clearly registered, it is easy for the platform to accept duplicate records, and it is unclear who is responsible for correcting them.

First clarify the problem and conditions

First list the system name, person in charge, collection method, authorized use and retention scope; confirm the use conditions for external data, and retain the submitter and batch for manual files.

Put the rules into the actual process

For example, the transaction time of the order system and the collection time of the ledger have different meanings. They cannot be merged directly because the fields are both called dates. Sources can be written to the catalog along with business meaning.

Check with specific scenarios

During acceptance, randomly select a record from the report to trace the source, collection batch and processing steps; at the same time, check whether there are still old tasks that continue to be pulled after the access is stopped.

Check the processing results item by item

  • The source list should also write down the incremental basis.
  • Some systems use the modification time to get the number, and some files are fully covered every time. If the collection program mistakenly regards the two as the same method, the platform may lose the correction record.
  • Whether the time field contains a time zone, how to notify downstream users of deletion, and who will notify source outages should all be discussed before access.
  • For accounts that currently do not have interfaces, you can first limit upload templates and verification responsibilities, instead of hastily building interfaces for the sake of complete form.
  • The number of sources is not a substitute indicator of construction effectiveness. It will be easier to find problems by first making frequently used operating data interpretable and then expanding new access scopes.
  • After the business party confirms the catalog, the technical party will then create a collection task accordingly. The two records need to use the same source number.

How to review before and after going online

When the data source changes the person in charge, the contact role in the directory is updated together with the exception recipient. When external suppliers stop providing data, the cut-off time should also be recorded to allow analysts to determine why a certain piece of historical data is no longer continued.