Reference data standards clean, standardize, and normalize source record values.

Applying standards can:

• Improve the source input for record matching and suggested duplicates.
• Ensure you have clean, consistent values in your golden records.

See About Tamr-Managed Reference Data Standards for full details on each standard provided by Tamr. See Managing User-Defined Reference Data Standards for information on adding and updating custom standards.

Adding Standards to a Data Product

To add standards to a data product:

1. On the Data Products page, select Configure Data Product on the data product card.

2. In the Golden Records card, select Enrichment & Data Quality Standards.

3. In the Standards section, select Add a standard. The Add a Standard dialog includes all Tamr-managed and user-defined standards available to add to this data product.
   

   

4. Select Add for a standard to add it to your data product and open its configuration page.

5. If multiple versions of the standard are available, select the version to use in this data product.

6. Optional. If available for the selected standard, expand the Format options section to review available options and example values.

   1. ISO Country Codes standard options:
      • ISO Alpha-2
      • Full name
   2. ISO State/Province Codes standard options:
      • ISO Alpha-2
      • Full name
   3. Phone Format standard options:
      • E.164
      • National
      • International

7. Optional. If available for the selected standard, expand the Lookup examples section for examples of how source value variations map to the canonical values for this standard. (For the full list of values, navigate to the Reference Data page and open the standard.)

8. In the Apply to attributes section, choose the attributes for which to apply the standard.

   • If the standard provides format options, select the format for each attribute.

   • If you are using the Phone Format standard, specify the country attribute associated with each phone attribute. This allows Tamr to correctly standardize the phone number.

     

9. Select Save Draft when you have finished configuring the standard.

10. Repeat these steps to add other standards.

11. Return to the main configuration page.

12. In Pending Changes, Validate your configuration changes and then select Apply Draft and Deploy.

Applying Reference Data Standards to Your Data

Run Tamr workflows to apply these standards to your source data:

• Onboard Records workflow: Applies the standards to source data as part of onboarding new source datasets.
• Resolve workflow: Applies the standards when processing new and updated records from existing source datasets.
• Reconsolidate workflow: Applies new or updated standards to all existing source records, making the standardized values available for the golden record.