Question
Instellars Global Consulting Pty Ltd
AU
Last activity: 6 Jun 2024 4:57 EDT
Customer Profile Designer - how to merge data to customer record
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