Master Data Record (MDR) Classification Tool

This article will show you how to:

• Set Application Source Prioritization

• Review, Edit and Approve Master Record Classification

• Make Bulk Edits
• Review and Edit Categorized Master Records
• Edit Columns Shown in the MDR Table

⚠️In order to access the Master Data Records section of the Customer Portal, users need the Master Data Record Manager or Account Administrator role. Click here to learn how to manage user roles.

Process Overview

BUCS uses AI models to help do the heavy lifting of classifying individual records to master records—adding automation, consolidation and data enrichment to this process. Before master records are finalized, users have full control to review and approve how the tool consolidates these records. Once the master record classification is complete, the BUCS system references this master record, ensuring accurate reporting, reduced duplication, and streamlined operations across departments.

Set Application Source Prioritization

Before the MDR classification process kicks off for the first time, rank your application sources in order of most accurate customer/vendor names to least accurate customer/vendor names. This ranking is taken into account when determining which record should be the master record name when duplicate/similar records are found.

1. Navigate to BUCS Customer Portal > Data Management > Master Data Records > Application Source Priority.
   
   
   
   
2. Drag and drop data connection sources in rank from most accurate names to least accurate names.
3. Make sure both Customer Sources and Vendor Sources have been ranked if applicable.
4. Monitor progress as records are processed.
   
   
5. Once the records have processed they will appear on the For Review tab in the Customer Master Records and/or Vendor Master Records tabs.

ℹ️ Any new customer or vendor records added will be processed nightly and then appear in the For Review tabs.

Review, Edit, Approve Master Record Classification

BUCS uses AI models to attempt to match and group records to a master record and populate a business record domain if missing. This information is then presented to review and either accept the system-generated master record matching or review, edit and manually match.

1. Navigate to BUCS Customer Portal > Data Management > Master Data Records > Customer or Vendor Master Data Records tab.
   
2. Review the records presented. You can search for a specific customer or vendor, filter the table to a subset of records or sort. The table is sorted ascending by Record Count so you can review the largest companies/vendors first.
   
3. The Status column will show whether the record Needs Review or has already been Categorized.
   
   
   

   ℹ️ The red notification badge on the navigation menu and Customer and Vendor tabs displays how many records are left to review.

   

4. Click the edit icon to expand the list of individual records that have been matched to the master record shown in the Master Record Name column.
   
   
   1. If all records are accurately classified, click Match Group to Match all individual records in the group to the Master Record Name.
      
   2. If all records are inaccurately classified, click Unmatch Group to Unmatch all individual records in the group. Each individual record will then become it's own master record with the name from the original dataset listed as the Master Record Name.
      
   3. If there are some records within the group that should not be classified in that Master Record group, click the Unmatch button on the individual record to remove from the group. The individual record will then become it's own master record with the name from the original dataset listed as the Master Record Name.
      
      
      OR
      
      Click the edit icon on the individual record row to update the Master Name and click Save.
      
      
      
5. To change the Master Record Name for the group, click the edit icon on the Master Record row.
    
   1. The Edit Group modal will appear. Use the Master Record Name drop down to select an existing Master Record Name or add a new Master Record Name.
      
   2. To change the Master Name to something new, type the new name in the Master Record Name dropdown and click Add.
      
   3. Additionally, for data accuracy purposes you can update the Company URL and Record Type if needed.
   4. Click Save and your changes will be applied.
      
6. To cancel editing a row, click the cancel icon.

Bulk Edits

1. Search or filter to narrow down to a specific dataset and select multiple records to make bulk edits. Click Bulk Edit.
   
2. Assign the appropriate Master Record, URL and Record Type that should be assigned to the Master Record.
        
3. Click Save. All records selected are now assigned to the Master Record Name specified.
      

Review and Edit Categorized Master Records

You can review and make changes to records you have previously categorized.

1.  Navigate to BUCS Customer Portal > Master Data Records > Customer or Vendor Master Data Records and filter for Categorized records.
   
2. Click Edit icon to expand Master Record and review individual records categorized to that Master Record.
   
   
   1. If all records are inaccurately classified, click Unmatch Group to Unmatch all individual records in the group. Each individual record will then become it's own master record with the name from the original dataset listed as the Master Record Name.
      
      
   2. If there are some records within the group that should not be classified in that Master Record group, click the Unmatch button on the individual record to remove from the group. The individual record will then become it's own master record with the name from the original dataset listed as the Master Record Name.
3. To change the Master Record Name for the group, click the edit icon on the Master Record row.
   1. The Edit Group modal will appear. Use the Master Record Name drop down to select an existing Master Record Name or add a new Master Record Name.
      
   2. To change the Master Name to something new, type the new name in the Master Record Name dropdown and click Add.
      
   3. Additionally, for data accuracy purposes you can update the Company URL and Record Type if needed.
   4. Click Save and your changes will be applied.
      

Edit Columns Shown in the MDR Table

1. Click Edit Columns in the header of the MDR table.
2. To add columns to the table view, review and select additional columns. Click Apply.
3. To remove columns from the table view, click the x on the columns you want to remove. Click Apply.
   
4. To reorder columns in the table view, click the drag and drop icon and move the selected column in the order you want. Click Apply.
5. To freeze additional columns on the left of the table you can reorder columns and select the number of columns that are frozen. Click Apply.
   ℹ️ Since there is limited space on table before you have to scroll, you can freeze the most important columns. The Master Record Name always appears on the table as the first column and cannot be edited.
6. Toggle on Save as Default Columns if you want to save your changes as the default columns and order that appears every time you view the MDR table. Click Apply.
   ℹ️ This is a user level setting so different users within a company can have different default views applied to the MDR table.