Customer Profile Designer - how to merge data to customer record

General
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1

Currently last two versions of CDH (Infinity 23 & 24) the Customer Profile Designer is recommended for preparing CAR. The CPD allows us to configure datasets & data flows to add associated data with Customer record. When we add datasets or data flows, the process creates a composition of associated data with a property in Customer record which works for most cases.

There are use cases where new data needs to be “merged” with Customer record effectively replacing the original value. There seems to be no option to apply the merge configuration from the CPD which is from the limitations on the screen options. The merge can still be achieved if we edit the customerdata data flow directly.

How can we merge the updated data value from a seperate table with the original value present in customer records in CDH Infinity 23 or 24?

If we avoid editing the customerdata dataflow then we’ll end up building multiple merge operations during daily batch run as well as when the update comes in which seems like over kill for once in a while updates.

Is there any data flow extension point available for such scenarios?

OOTB data flow rule has many features which are being used for various scenarios. However, CPD seems to retain only compose operation while omitting out rest of the data flow features.

Will CPD be enhanced to support all the features of data flow that comes OOTB in future releases?

Thanks,

Vinay

2

@Vinay V The best possible way we have is to update the data in the batch jobs which directly updates the data in the table. You might want to explore the real time jobs which could be useful to update the delta if we can pull it from a Kafka/ Kinesis topic.

Note: If we update the Customer Data DF then we can manage the associations from Customer Profile Designer.

There’s a thought to leave out such extension in the Customer Data DF but the Product team would still like to contemplate the Pros & Cons before we release this.

3

@achas1 Thanks for the response.

Real time data jobs seems to be more valid option to our scenario as it is OOTB feature. However, I couldnt find much information on how to update secondary contexts like accounts using real-time data jobs.

Is it possible to update other entities like Account from real-time data jobs?

Thanks,

Vinay

4

@Vinay V Yes, we can create a real time job for the associated entities.
Take a look at Real-time import data jobs (pega.com) .