(Contents)

Measurement Categories

Measurements Categories are used when processing DQ Sensor - Calculation. To determine the quality of CRM records, you have to set the fields on the Measurement Categories Maintenance form and if necessary build corresponding selection criteria or Fuzzy!Double match rules.

Before the DQ Sensor - Calculation starts, the CRM file is filtered based upon the values of the DQ Sensor parameters. An extra filter is run on the customer records, because a customer can contain Partner and Children customer records. See, the Lifestyle tab of the Extra Customer Information form of a customer record in CRM.

The total number of records in the filtered CRM file is called the base number of vehicles, customers or companies.

The run of DQ Sensor - Calculation results in a total number of found records that meets the settings of a Measurement category.

The quality of the CRM records is set as a percentage of a Measurement category. The number of found records divided by the base number determines this percentage. In case of running Data Uniqueness by Fuzzy!Double the percentage of a Measurement category is given by Fuzzy!Double.

Depending on the meaning of total number of found records a low or high percentage of a Measurement category is good or bad.

What do you want to do?

Note: The measurement categories are retrieved from an XML file, this file is stored on the Autoline server. If the XML file does not exist, it is automatically created when add a new Measurement category is manually added. You can find the file in a subdirectory of the systems main directory (../DQSensor/Settings).

Measurement Categories Maintenance Form

This form is displayed when you click Manufacturer-specific > MB. Mercedes-Benz > Menu - Marketing > Menu - Data Quality Sensor > Measurement Categories. It maintains the measurement categories. You can define one or more Measurement categories for each Category group. These Measurement categories are the basis for the DQ Sensor - Calculation. For DQ Sensor you can build a total of fourteen Measurement categories.

Menu Bar and Toolbar:

Menu bar Toolbar Action
File > Exit Exit.gif Leaves the program and returns to the menu.
File > New Create2.gif

Creates a new Measurement category.

File > Open

Note: The Available Measurement Categories form is displayed to select the measurement category required.

Open.gif Updates an existing Measurement category.
File > Cancel Stop.gif Cancels any changes and returns to the beginning status of this form.
File > Save Save.gif Saves the changes and returns to the beginning status of this form.

Note: Saving the Measurement category with 1 Data uniqueness category group while Fuzzy!Double is activated, messages of incomplete data can occur. Details of these messages are described in Fuzzy!Double Rules.

File > Check selection CheckSelection.gif Validates the condition. A dialog box is displayed, if the selections is successfully validated.
File > Compile selections ContactChain.gif

Rewrites the condition or rule into a KCML-readable program. A dialog box is displayed, if the measurement categories are successfully compiled.

The DQ Sensor - Calculation program uses the measurement category settings as the basis. Similar to the report generator these selection criteria need to be compiled. The compiled criteria are loaded if de DQ Sensor - Calculation program is started.

You can use the Compile selections and Fuzzy rules button when one or more Measurement categories exist and none of the Measurement categories are selected.

Note: Please note that you have to compile Fuzzy!Double rules each time a rule is changed. Compile selections and Fuzzy rules is necessary to make the changes effective.


Help > Help Help2.gif Displays this help topic in a web browser.
Help > About Displays version and copyright information.

Tabs:

Measurement Category Tab

On the Measurement category tab the Available fields grid is displayed. The contents of grid and the fields available can differ depending on the Category group and Record type selected.

Category group: Select the Category Code.

  1. Data Uniqueness
  2. Data Correctness
  3. Data Completeness
  4. Data Actuality
  5. Potential

Note: Because the DQ Sensor only works with the Category groups 1 up to and including 5, other Category groups are not displayed when adding new Measurement categories.

Record type: Differs per Category group. The list contains the CRM split: Customer, Company and Vehicle.

Aim of fulfillment: Select to filter the DQ sensor results based on the specified filter value.

Sub group: Upon selection of a Category group the list of the Sub group is filled. Select the Sub group required.

Time frame: By using Category group called 4 Data actuality, the field Time frame is displayed. In this field you can type the period with the UoM (Unit of Measure) of months. The Time frame is used to determine if a record is outdated or not.

Available Fields Grid:

The grid is build based upon the relevant database fields of:

The address details are an exception. These fields are specified as CITY, COUNTRY, STREET, POBOX and PPOBOX.

Fields marked with an asterisk (*) are alphanumeric character fields. Fields with the extension _1 have one or more occurrences.

Field: Autoline code of the field.

Description: Description of the field.

Instead of an Available fields grid of the CRM file, the Measurement category tab displays for:

Tip: You can sort the grid by clicking the column header. The green arrow in the column header indicates the sort order, ascending or descending.

Selected Fields Grid:

You can fill the Selected fields grid by selecting a field of the Available fields grid and using the right arrow GreenRight2.gif button.

Field: Autoline code of the field.

Description: Description of the field.

Instead of an Selected fields grid of the CRM file, the Measurement category tab displays for:

Tip: You can sort the grid by clicking the column header. The green arrow in the column header indicates the sort order, ascending or descending.

Measurement Category Tab Buttons:

You can use the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the Selected fields grid.

Select multiple fields by holding the CTRL-key and selecting the fields with a mouse-click, the selected gridlines are displayed in blue.

Once a field is added to the Selected fields grid it disappears of the Available fields grid.

Once a field is removed of the Selected fields it appears in the Available fields grid.

Selection Criteria Tab

Once one or more fields are selected, you can define the Selection criteria. You can make several conditions per measurement category to determine the quality of the CRM file.

Condition(s): Enter the fields required to create a condition. You can use the following logical operators in a condition:

Tip: When ready, click the Check selections toolbar button to validate the conditions.

Selection Criteria Tab Buttons:

When you click the Insert field button, the selected fields of the Measurement category tab are displayed in the Select Field form. After selecting the fields you need for a condition, you can use the OK button. These fields are placed at the end of all conditions on the Selection criteria tab.

You can type the fields and logical operators directly into the Condition(s) field on the Selection criteria tab.

FUZZY!Double Rules Tab

When the parameter Fuzzy Double active is selected the FUZZY! Double Rules tab is displayed for the Measurement categories including the 1 Data Uniqueness category group.

Doublefield and Rule Summery Grid:

You have to construct rules when using Fuzzy!Double. A rule is made up of match probabilities per data field and total match probabilities of all fields. A maximum of 20 fields and a maximum of 20 rules are possible in the Doublefield and Rule Summery grid.

The match probability (TW) is given by a number ranging from 0 for very poor to 100 for very good.

FieldName: Fixed by the system. The displayed fields are selected on the Measurement category tab.

FieldType: Defines the specific search for all the Rule Numbers (1 up to and including 20) of the selected FieldName. The FieldType is a mandatory field.

FT_STRING:Best useful for standard search (most used). The standard search is for files where there are often queries containing abbreviated entries. Special emphasis is placed on a match with the beginning of the word.
FT_STRINGEINFACH:More suited to comparable queries. No special attention is paid to the beginning of the word.
FT_STRINGPHON:When you want to search based upon phonetic rules. For example Cathy and Kathy are treated as the same.
FT_INITIAL:When only the initial characters within a data field are to be observed.
FT_HOUSENUMBER:Specifically used for house numbers. Similarities like swapped adjacent digits, repeated digits, house number additions, ranges and numeric distances are accounted for.
No similarity checks are done with house numbers >= 1000 and fields with only non-numeric content.

SpellChk: Select, if you want to run the spell check for all the Rule Numbers (1 up to and including 20) of the selected FieldName. The SpellChk is an optional field.

Rule number: Per field, you can define several field match probabilities (TW). Enter n/u, when the TW is empty for a specific field. If you typed the TW’s (inclusive Total Min TW) of all fields in one column you have completed a rule. Rule number 01 is mandatory.

Total Min TW: Type the total minimum match probability of the complete rule number. When a rule number is used the Total Min TW field is mandatory for that rule.
If you want to know more about the use of this parameter, please read the appropriate documentation of Fuzzy!Double written by Fuzzy! Informatik AG.

Note: Saving the Measurement category with the 1 Data uniqueness category group while Fuzzy!Double is activated, a dialog box of incomplete data can occur. It contains what data incomplete is, for example No Fieldtype, TW value is not specified per rule per field or Total Min TW is left blank.

Adding a Measurement Category

The Measurement categories are the basis for the DQ Sensor - Calculation. For DQ Sensor you can build a total of fourteen Measurement categories.

To add a measurement category:

  1. On the master menu, select Manufacturer-specific > MB. Mercedes-Benz > Menu - Marketing > Menu - Data Quality Sensor > Measurement Categories.

    The Measurement Categories Maintenance form is displayed.

  2. Click the New toolbar button Create2.gif or click the File > New menu bar command.

    Depending on the Category group the system fills the values for the Record type and displays the additional fields Sub group or Time frame.

  3. Enter the fields required on the Measurement category tab.

    The grid is populated with the database fields concerned.

  4. Click the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the grids.

    The selected fields are used in DQ Sensor and available on the Selection criteria or Fuzzy! Double Rules tab.

  5. Do one of the following (a or b):

    1. When the Selection criteria tab is displayed, do the following:

      1. Enter the Condition(s) field on the Selection criteria tab.

        The condition is displayed in the Condition(s) field.

      2. Click the Check selection toolbar button CheckSelection.gif or click the File > Check selection menu bar command.

        A dialog box is displayed, that the measurement category is saved first.

      3. Click Yes.

        A dialog box is displayed, if the selection is successfully validated. When the dialog box contains errors, please resolve the faults.

      4. Click OK.

        Returns you to the Measurement Categories Maintenance form, displaying all data of the measurement category created.

      5. Click the Save toolbar button Save.gif or click the File > Save menu bar command.

        Saves the measurement category record and returns to the beginning status of the Measurement Categories Maintenance form.

      6. Click the Compile selections toolbar button ContactChain.gif or click the File > Compile selections menu bar command.

        Rewrites the condition or rule into a KCML-readable program. A dialog box is displayed, if the selections are successfully compiled. When the dialog box contains errors, please resolve the faults.

      7. Click OK.

        Returns you to the beginning status of Measurement Categories Maintenance form.

    2. When the parameter Fuzzy Double active is selected and you use the 1 Data Uniqueness category group, do the following:

      1. Enter the Fuzzy Rules on the Fuzzy! Double Rules tab.

        The rules are displayed in the Doublefield and Rule Summery grid.

      2. Click the Save toolbar button Save.gif or click the File > Save menu bar command.

        Saves the measurement category record and returns to the beginning status of the Measurement Categories Maintenance form.

      3. Click the Compile selections and Fuzzy rules toolbar button ContactChain.gif or click the File > Compile selections and Fuzzy rules menu bar command.

        Rewrites the condition or rule into a KCML-readable program. A dialog box is displayed, if the selections are successfully compiled. When the dialog box contains errors, please resolve the faults.

      4. Click OK.

        Returns you to the beginning status of Measurement Categories Maintenance form.

    Note: The DQ Sensor - Calculation program uses the measurement category settings as the basis. Similar to the report generator these selection criteria need to be compiled. The compiled criteria are loaded if de DQ Sensor - Calculation program is started. When the parameter Fuzzy Double active is selected this toolbar button is called Compile selections and Fuzzy rules. You can use the Compile selections and Fuzzy rules or Compile selections toolbar button when one or more Measurement categories exist and none of the Measurement categories are selected. You have to compile each time a Fuzzy!Double rule or the measurement category is changed. Compilation is necessary to make the changes effective.

Updating a Measurement Category

The Measurement categories are the basis for the DQ Sensor - Calculation.

To update a measurement category:

  1. On the master menu, select Manufacturer-specific > MB. Mercedes-Benz > Menu - Marketing > Menu - Data Quality Sensor > Measurement Categories.

    The Measurement Categories Maintenance form is displayed.

  2. Click the Open toolbar button Open.gif or click the File > Open menu bar command.

    The Available Measurement Categories form is displayed.

  3. Click the gridline of the Measurement category required, to make changes to the selected fields, selection criteria or linked Fuzzy rules.

    The Select toolbar button FollowUp.gif or the File > Select menu bar command is available.

  4. Click the Select toolbar button FollowUp.gif or click the File > Select menu bar command.

    The Measurement Categories Maintenance form is displayed, populated with the information of the measurement category selected.

  5. Enter the fields required on the Measurement category tab.

    The grid is populated with the database fields concerned.

  6. Click the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the grids.

    The selected fields are used in DQ Sensor and available on the Selection criteria or Fuzzy! Double Rules tab.

  7. Do one of the following (a or b):

    1. When the Selection criteria tab is displayed, do the following:

      1. Enter the Condition(s) field on the Selection criteria tab.

        The condition is displayed in the Condition(s) field.

      2. Click the Check selection toolbar button CheckSelection.gif or click the File > Check selection menu bar command.

        A dialog box is displayed, that the measurement category is saved first.

      3. Click Yes.

        A dialog box is displayed, if the selection is successfully validated. When the dialog box contains errors, please resolve the faults.

      4. Click OK.

        Returns you to the Measurement Categories Maintenance form, displaying all data of the measurement category created.

      5. Click the Save toolbar button Save.gif or click the File > Save menu bar command.

        Saves the measurement category record and returns to the beginning status of the Measurement Categories Maintenance form.

      6. Click the Compile selections toolbar button ContactChain.gif or click the File > Compile selections menu bar command.

        Rewrites the condition or rule into a KCML-readable program. A dialog box is displayed, if the selections are successfully compiled. When the dialog box contains errors, please resolve the faults.

      7. Click OK.

        Returns you to the beginning status of Measurement Categories Maintenance form.

    2. When the parameter Fuzzy Double active is selected and you use the 1 Data Uniqueness category group, do the following:

      1. Enter the Fuzzy Rules on the Fuzzy! Double Rules tab.

        The rules are displayed in the Doublefield and Rule Summery grid.

      2. Click the Save toolbar button Save.gif or click the File > Save menu bar command.

        Saves the measurement category record and returns to the beginning status of the Measurement Categories Maintenance form.

      3. Click the Compile selections and Fuzzy rules toolbar button ContactChain.gif or click the File > Compile selections and Fuzzy rules menu bar command.

        Rewrites the condition or rule into a KCML-readable program. A dialog box is displayed, if the selections are successfully compiled. When the dialog box contains errors, please resolve the faults.

      4. Click OK.

        Returns you to the beginning status of Measurement Categories Maintenance form.

    Note: The DQ Sensor - Calculation program uses the measurement category settings as the basis. Similar to the report generator these selection criteria need to be compiled. The compiled criteria are loaded if de DQ Sensor - Calculation program is started. When the parameter Fuzzy Double active is selected this toolbar button is called Compile selections and Fuzzy rules. You can use the Compile selections and Fuzzy rules or Compile selections toolbar button when one or more Measurement categories exist and none of the Measurement categories are selected. You have to compile each time a Fuzzy!Double rule or the measurement category is changed. Compilation is necessary to make the changes effective.

Deleting a Measurement Category

You can delete a measurement category.

To Delete measurement category:

  1. On the master menu, select Manufacturer-specific > MB. Mercedes-Benz > Menu - Marketing > Menu - Data Quality Sensor > Measurement Categories.

    The Measurement Categories Maintenance form is displayed.

  2. Select all the fields in the grid on the right of the Measurement category tab.

    The selected gridlines are displayed in blue.

  3. Click the left arrow GreenLeft.gif button to remove the fields of the grid.

    All selections in the grid on the right of the Measurement category tab are cleared.

  4. Click the Save toolbar button Save.gif or click the File > Save menu bar command.

    The Remove measurement category dialog box is displayed.

  5. Click Yes.

    The Measurement category is deleted and you return to the beginning status of Measurement Categories Maintenance form.

Using the Measurement Category Data Uniqueness

In the field Category group you can select 1 Data uniqueness. In the field Record type you can choose between T Customer, C Company or V Vehicle.

Before the data uniqueness of CRM records is calculated, the CRM file is filtered based upon the values of the DQ Sensor parameters.

What do you want to do?

Checking if a Partner or Children Customer Records are Linked to a Customer

An extra filter is run on the customer records, because a customer can contain Partner and Children customer records.

To check if a Partner or Children customer records are linked to a customer:

  1. On the master menu, select CRM > [Company] > My Desktop > select the customer required.

    The Customer Record Maintenance is displayed.

  2. Click the Extra customer details toolbar button Extra.gif or click the Customer options > Extra customer details menu bar command.

    The Extra Customer Information form is displayed.

  3. Click the Lifestyle tab.

    The Partner Customer Record is displayed in the Partner group box.

  4. Click the Children button of the Lifestyle tab.

    The Children Customer Record(s) are displayed on the Children form.

Marking a Record as Identified Non-duplicates

Data uniqueness is used for identification of duplicated CRM records.

When you acknowledge that a record is a valid duplicate. You can mark the record as identified non-duplicates (IND).

To mark a record as identified non-duplicates:

  1. On the master menu, select CRM > [Company] > Reports & Enquiries > Database Cleansing > Deduplication Utility.

    The Database Cleansing form is displayed.

    Note: Make sure you have CRM data available in the Select Records grid.

  2. Right-click a gridline that is not green displayed.

    Displayes a list with the option Identified non-duplicate.

  3. Select the Identified non-duplicate option when the record is a valid duplicate.

Creating the Measurement Category Data Uniqueness, Customer

Select 1 Data uniqueness category group and T Customer record type. On the Measurement category tab you can make a selection of the Available fields.

Basically you can identify customer duplicates by for example:

You can use the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the Selected fields grid.

When the parameter Fuzzy Double active is selected the FUZZY! Double Rules tab is displayed; else the Selection criteria tab is displayed.

You can build required conditions or rules as described in Selections criteria and FUZZY! Double Rules tabs.

Note: If in the results the percentage of this measurement category is high, an unusual high number of customer records are duplicates.

Creating the Measurement Category Data Uniqueness, Company

Select 1 Data uniqueness category group and C Company record type. On the Measurement category tab you can make a selection of the Available fields.

Basically you can identify company duplicates by for example:

You can use the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the Selected fields grid.

When the parameter Fuzzy Double active is selected the FUZZY! Double Rules tab is displayed; else the Selection criteria tab is displayed.

You can build required conditions or rules as described in Selections criteria and FUZZY! Double Rules tabs.

Note: If in the results the percentage of this measurement category is high, an unusual high number of company records are duplicates.

Creating the Measurement Category Data Uniqueness, Vehicle

Select 1 Data uniqueness category group and V Vehicle record type. On the Measurement category tab you can make a selection of the Available fields.

Basically you can identify vehicle duplicates by for example:

You can use the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the Selected fields grid.

When the parameter Fuzzy Double active is selected the FUZZY! Double Rules tab is displayed; else the Selection criteria tab is displayed.

You can build required conditions or rules as described in Selections criteria and FUZZY! Double Rules tabs.

Note: If in the results the percentage of this measurement category is high, an unusual high number of vehicle records are duplicates.

Using the Measurement Category Data Correctness

Select 2 Data correctness in the field Category group. Now you can specify the B Blocked addresses or V Validated addresses subgroup. Subsequently, you can choose between T Customer and C Company in the field Record type.

Data correctness is used for analysing the outcome of the validation of company addresses and/or customer addresses by Fuzzy!Post.

When an address is manually blocked by selecting the field No address validation of a CRM record (on the CRM tab of the Mercedes-Benz Specific Customer Information form, the CRM record is not processed by Fuzzy!Post.

It is also possible that the field No address validation in a CRM record is automatically selected by answering the applicable question when processing Fuzzy!Post.

Fuzzy!Post checks the customer and company addresses against its own database.

When processing address validation by Fuzzy!Post an address is marked as incomplete or misspelled, Autoline requests if you want to update the CRM record.

The use of the interface with Fuzzy!Post in Autoline is described in the CRM Step I help files.

What do you want to do?

Creating the Measurement Category Data Correctness, Customer - Blocked addresses

Select the 2 Data correctness category group, T Customer record type and B Blocked addresses sub group. On the Measurement category tab you can make a selection of the Available fields.

Basically you can identify all customers with addresses blocked for validation of Fuzzy!Post.

You can use the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the Selected fields grid.

You can build the required conditions as described in the Selections criteria tab.

Set the MS_BLOCKFUZ to Y. This means that the field No address validation in the CRM module is selected for a specific record.

Note: If in the results the percentage of this measurement category is high, an unusual high number of CRM records are blocked for validation.

Creating the Measurement Category Data Correctness, Company - Blocked addresses

Select the 2 Data correctness category group, C Company record type and B Blocked addresses sub group. On the Measurement category tab you can make a selection of the Available fields.

Basically you can identify all companies with addresses blocked for validation of Fuzzy!Post.

You can use the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the Selected fields grid.

You can build the required conditions as described in the Selections criteria tab.

Set the MS_BLOCKFUZ to Y. This means that the field No address validation in the CRM module is selected for a specific record.

Note: If in the results the percentage of this measurement category is high, an unusual high number of CRM records are blocked for validation.

Creating the Measurement Category Data Correctness, Customer - Validated addresses

Select the 2 Data correctness category group, T Customer record type and V Validated addresses sub group. On the Measurement category tab you can make a selection of the Available fields.

Basically you can identify all customers for which the addresses are validated by Fuzzy!Post.

You can use the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the Selected fields grid.

You can build the required conditions as described in the Selections criteria tab.

Set the MS_FUZZYVAL to Y. This means that the record is validated and approved by Fuzzy!Post.

Note: If in the results the percentage of this measurement category is low, it means that no validation of Fuzzy!Post took place or a lot of customer addresses are rejected.

Creating the Measurement Category Data Correctness, Company - Validated addresses

Select the 2 Data correctness category group, C Company record type and V Validated addresses sub group. On the Measurement category tab you can make a selection of the Available fields.

Basically you can identify all companies for which the addresses are validated by Fuzzy!Post.

You can use the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the Selected fields grid.

You can build the required conditions as described in the Selections criteria tab.

Set the MS_FUZZYVAL to Y. This means that the record is validated and approved by Fuzzy!Post.

Note: If in the results the percentage of this measurement category is low, it means that no validation of Fuzzy!Post took place or a lot of company addresses are rejected.

Using the Measurement Category Data Completeness

Data completeness is used for checking if the fields specified by the user have missing values.

Thus, records that have all fields filled are referred as complete and records with one or more empty field values are incomplete.

Select 3 Data completeness in the field Category group. Now you can select the T Customer, C Company or V Vehicle record type.

Note: Primary key fields are not available for selection, as they are mandatory and always filled.

What do you want to do?

Creating the Measurement Category Data Completeness, Customer

Select 3 Data completeness category group and T Customer record type. On the Measurement category tab you can make a selection of the Available fields.

You can use the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the Selected fields grid.

On the Selection criteria tab, you can specify the values that you want to check for each field of the Available fields grid.

You can build the required conditions as described in the Selections criteria tab.

Set the values of the fields to > " " (greater then null), this means that blanks are not allowed.

Note: If in the results the percentage of this measurement category is low, it means that a few customers exist with at least one missing value in the required fields.

Creating the Measurement Category Data Completeness, Company

Select 3 Data completeness category group and C Company record type. On the Measurement category tab you can make a selection of the Available fields.

You can use the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the Selected fields grid.

On the Selection criteria tab, you can specify the values that you want to check for each field of the Available fields grid.

You can build the required conditions as described in the Selections criteria tab.

Set the values of the fields to > " " (greater then null), this means that blanks are not allowed.

Note: If in the results the percentage of this measurement category is low, it means that a few companies exist with at least one missing value in the required fields.

Creating the Measurement Category Data Completeness, Vehicle

Select 3 Data completeness category group and V Vehicle record type. On the Measurement category tab you can make a selection of the Available fields.

You can use the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the Selected fields grid.

On the Selection criteria tab, you can specify the values that you want to check for each field of the Available fields grid.

You can build the required conditions as described in the Selections criteria tab.

Set the values of the fields to > " " (greater then null), this means that blanks are not allowed.

Note: If in the results the percentage of this measurement category is low, it means that a few vehicles exist with at least one missing value in the required fields.

Using the measurement category Data Actuality

Data actuality is used for analysing the contact history of customers and companies' customers.

After selecting the 4 Data actuality category group and T Customer or C Company record type, you can type the period in the field Time frame. The unit of measure (UoM) of the field Time frame is months. With this period the systems checks if a record is outdated or actual.

Instead of selecting required fields, you can exclude records for this actuality analysis based upon Available contact codes selecting them in the same way you can use the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the Selected fields grid.

What do you want to do?

Creating the Measurement Category Data Actuality, Customer

Select the 4 Data Actuality category group and T Customer record type. Subsequently, you can type the period in the field Time frame. On the Measurement Category tab you can make a selection of the Available contact codes. Thus, the contacts with an Excluded contact code are filtered from the list of valid contacts.

The DQ Sensor - Calculation run of Data Actuality - Customers passes through three stages:

  1. Valid customers

    At first the systems checks if there are any contacts linked to the customer, when linked contacts are found the systems filters the customers’ contacts with Excluded contact codes of Data Actuality - Customers.

  2. Valid contacts of customers (Time frame)

    After this the most recent contact date is selected. When the period of today's date minus last contact date lies outside a defined Time frame of Data Actuality - Customer, the record is considered (potentially) outdated.

  3. Last edit date of customers

    When no contact data exist for a certain customer, the system defines (potentially) outdated records by taking the today’s date minus last date the customer record was edited and checks it against the defined Time frame of Data Actuality - Customer.

When using the 4 Data Actuality category group, the Selection criteria tab is non-editable.

Note: If in the results the percentage of this measurement category is high, it means that most of the customers are considered actual.

Creating the Measurement Category Data Actuality, Company

Select the 4 Data Actuality category group and C Company record type. Subsequently, you can type the period in the field Time frame.

Because contact codes are linked to customers, the Excluded contact codes is set in the Data Actuality - Customer. When the Data Actuality - Company is run and it finds a linked customer, the system uses Excluded contact codes from Data Actuality - Customer.

The DQ Sensor - Calculation run of Data Actuality - Company passes through four stages:

  1. Valid linked customers

    At first the systems checks if there are any customers linked to the company, when linked customers are found the systems filters the customers’ contacts with Excluded contact codes of Data Actuality - Customers.

  2. Valid contacts of customers (Time frame)

    After this the most recent contact date is selected. When the period of today’s date minus last contact date lies outside a defined Time frame of Data Actuality - Company, the record is considered (potentially) outdated.

  3. Last edit date of customers

    When no contact exist for a companies’ customer, the system defines (potentially) outdated records by taking the today’s date minus last date the customer record was edited and checks it against the defined Time frame of Data Actuality - Company.

  4. Last edit date of companies

    When no customer exist for a company, the system defines (potentially) outdated records by taking the today's date minus last date the company record was edited and checks it against the defined Time frame of Data Actuality - Company.

When using the 4 Data Actuality category code, the Selection criteria tab is non-editable.

Note: If in the results the percentage of this measurement category is high, it means that most of the customers are considered actual.

Using the Measurement Category Potential

The customer potential shows the dealership whether he raises the full potential of every customer.

Two measurement categories are calculated to show the customer potential based on the customer’s cost centre related to the sales or service department:

  1. Service to sales customer potential (Potential - Sales cost centres)

    The customer has a service cost centre and a related contact executive, but has no sales cost centre or has no contact executive assigned to the sales cost centre.

  2. Sales to service customer potential (Potential - Service cost centres)

    The customer has a sales cost centre and a related contact executive, but has no service cost centre or has no contact executive assigned to the service cost centre.

To define the customer potential select the 5 Potential category group and T Customer record type. Subsequently, you can select the Service cost centres or Sales cost centres sub group.

Note: Only the selected sales and service cost centres in the Measurement categories customer’s potential are marked as valid cost centres. All other cost centres are not considered in the customer’s potential calculation.

What do you want to do?

Checking the Cost Centre of a Customer

The cost centre is stored in the Customer Department Details of the customer record of CRM.

To check the cost centre of a customer:

  1. On the master menu, select CRM > [Company] > My Desktop > select the customer required.

    The Customer Record Maintenance is displayed.

  2. Click the Edit toolbar button Edit.gif or click the File > Edit menu bar command, select the Additional details tab and right-click in the grid to edit or add a Customer Department Details record

    .

    The Customer Department Details form is displayed. The Department field contains the Cost Centre related.

Tip: When no record is stored in the Customer Department Details, the record is not considered in the DQ Sensor - Calculation.
When no Contact Executive is given in the Customer Department Details, the record is not considered in the DQ Sensor - Calculation.

Creating the Measurement Category Potential, Customer - Service Cost centres

Select the 5 Potential category group and T Customer record type. Subsequently, you can select A Service cost centres in the field Sub group.

When a customer has a valid Service cost centre with a related contact executive but does not have a valid Sales cost centre or a contact executive assigned to the valid Sales cost centre, the customer record is considered as a service to sales potential.

Instead of selecting required fields, you can select the valid service cost centres in the same way you can use the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the Selected fields grid.

When using the 5 Potential category group, the Selection criteria tab is non-editable.

Note: If in the results the percentage of this measurement category is high, it means that most of the customers are considered as service to sales potentials.

Creating the Measurement Category Potential, Customer - Sales Cost centres

Select the 5 Potential category group and T Customer record type. Subsequently, you can select S Sales cost centres in the field Sub group.

When a customer has a valid Sales cost centre with a related contact executive but does not have a valid Service cost centre or a contact executive assigned to the valid Service cost centre, the customer record is considered as a sales to service potential.

Instead of selecting required fields, you can select the valid sales cost centres in the same way you can use the right arrow GreenRight2.gif and left arrow GreenLeft.gif buttons to add or remove fields on the Selected fields grid.

When using the 5 Potential category group, the Selection criteria tab is non-editable.

Note: If in the results the percentage of this measurement category is high, it means that most of the customers are considered as sales to service potentials.

Available Measurement Categories Form

When you click the Open toolbar button Open.gif or click the File > Open menu bar command of the Measurement Categories Maintenance form, the Available Measurement Categories form is displayed.

To select a measurement category:

  1. On the master menu, select Manufacturer-specific > MB. Mercedes-Benz > Menu - Marketing > Menu - Data Quality Sensor > Measurement Categories.

    The Measurement Categories Maintenance form is displayed.

  2. Click the Open toolbar button Open.gif or click the File > Open menu bar command.

    The Available Measurement Categories form is displayed.

  3. Click the gridline of the Measurement Category required, to make changes to the selected fields, selection criteria or linked Fuzzy rules.

    The Select toolbar button FollowUp.gif or the File > Select menu bar command is available.

  4. Click the Select toolbar button FollowUp.gif or click the File > Select menu bar command.

    The Measurement Categories Maintenance form is displayed, populated with the information of the measurement category selected.

Menu Bar and Toolbar

Menu bar Toolbar Action
File > Exit Exit.gif Leaves the program and returns to the Measurement Categories Maintenance form.
File > Select FollowUp.gif Uses the values of the gridline selected and populates the data on the Measurement Categories Maintenance form.

Measurement Categories Grid:

Measurement category: Displays the Category Code including the Sub group (if available):

  1. Data Uniqueness
  2. Data Correctness (Blocked)
  3. Data Correctness (Validated)
  4. Data Completeness
  5. Data Actuality
  6. Potential (Service)
  7. Potential (Sales)

Record type: Displays one of the following CRM types: T - Customer, C - Company and V - Vehicle.