Collaborative review app

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Managed element
Last edit 20 May 2019 16:35:28
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A member of the CDL Team who is responsible for a specific element of the CDL infrastructure.
Simon Schlosser

The Collaborative review app enables CDL members to manage collaborative reviews assigned to their organization.

Task list

The list at the right pane of the app shows the review tasks that are assigned to the user's organization. These are updates that were provided by other CDL members and the user's organization has been selected for reviewing the changes. A task is uniquely identifiable via the task ID which is provided in the first column of the open tasks table. For each task a small preview in form of the business partner's name is provided and the subject of the review is indicated.

Column Description
ID Unique ID of the review task for identification
Due at Due date of the review task
Business partner The name and city of the business partner which is subject to review
Type Specifies whether the business partner or the address of a business partner is subject to review


Overview Task list.PNG


Subject of review

Possible subject types are

  • Business partner. This means business partner attributes of the entity have been changed such as the name, legal form or identifiers (e.g. VAT numbers)
  • Address. The legal address of the business partner is subject to change and requires review.


Due date

A due date is automatically set for collaborative review tasks. According to the CDL community's rules updates have to be reviewed within 30 days by the assigned CDL member. It is possible to sort the task list by the due date by clicking the header column.

Filter & Search options

Filter options.PNG


Review processing

Selecting a review in the task list, opens the review's details on the right pane. There the user has all the functionalities to understand what has been changed and to process the review task.

Address and business partner updates

In the center there is a view that places the current value in the CDL database next to the value that was provided as an update by another CDL member.

edit Data differences viewer
  • Current value. The data as it is stored currently in the CDL database!
  • Updated value. The data as it is intended to be updated in the CDL database. Please note that the updated value is not necessarily 100% identical with the data provided by a CDL member, but already processed by CDL algorithms (see e.g. Data processing chain). This means while a CDL member provided the name CDQ ag as an update, the CDL changed the updated name to CDQ AG employing standardization rules.


Show Details view

In the initial view only those data values are shown where there is a difference between the current and updated value.

Users can activate the details view via the eye-icon at the top right. The details view expands the table which compares the current and updated record. It is possible to see also all attribute of the entity or address that will not be affected by the update.


Data provenance

As mentioned above the updated value is not always only based on a CDL member's changes. There are three main data provenances for updated values:

  • The updated value is provided by a CDL member and no changes were made on it by the CDL's algorithms (= Data provenance: CDL Member)
  • The updated value can be based on a CDL member's change, but it is already processed by the CDL's data processing chain (= Data provenance: CDL Algorithm)
  • The updated value is enriched by the CDL employing external data sources or the CDL community's reference data (= Data provenance: External data source)

For new (i.e. enriched) and updated data values a color coding indicates from where the value originates with respect to the three data provenances.

Provenance1.PNG

Consult trusted data source

While the CDL integrates external data sources for enriching and validating business partner data, there are also data sources which cannot, for example directly integrated or the integrated data source provides an own search (external from the CDL). Typically there are online searches for post codes, addresses, or companies.

The CDL community collects such data sources as manual research data sources. Examples are shown below.

 URLDescription
ASIC - Business Names Dataset (Australia)https://connectonline.asic.gov.au/ASIC is Australia’s corporate, markets and financial services regulator. ASIC contributes to Australia’s economic reputation and wellbeing by ensuring that Australia’s financial markets are fair and transparent, supported by confident and informed investors and consumers. Australian business names are required to keep their details up to date on ASIC's Business Name Register. Information contained in the register is made available to the public to search via ASIC's website. Select data from the ASIC's Business Name Register will be uploaded each month to www.data.gov.au. The data made available will be a snapshot of the register at a point in time. Legislation prescribes the type of information ASIC is allowed to disclose to the public.
Alaska Business Entity Registerhttps://www.commerce.alaska.gov/cbp/main/Search/EntitiesDatabase containing information about different kinds of corporations and limited partnerships lisenced to do business in the US state Alaska.
Athens Chamber of Commerce & Industry (Greece)https://www.acci.gr/acci/catalogue/search.jsp?context=201Validation of companies registered in Greece
Australia post (Australia)https://auspost.com.au/apps/postcode.htmlThe Australian Post provides post code data for download and an online search for post codes is provided
Australian Business Register (Australia)https://abr.business.gov.au/Search/AdvancedThe extract information contains a subset of the publicly available information supplied by businesses when they register for an Australian Business Number (ABN). Access to ABN Lookup data is also available via SOAP web services, you can find more information on the ABN lookup website (http://abr.business.gov.au/Webservices.aspx).
... further results

Depending on the business partner's country for each data value a manual research data source is suggested. This helps to faster double check and search for address or company information by a user. The manual research data sources can be accessed via clicking the magnifying glass icon next to the updated value.


Show addresses (only business partner update)

Collaborative reviews distinguish business partner and address updates. For updates on a business partner, no address information (e.g. legal address and others) is shown. In order to see the addresses that are linked to a business partner, there is a button "Show addresses". Clicking the button expands the review processing view with all known addresses.

Addresses are shown in a short preview view in separate lines. In order to see the fully structured address with all data values the details button next to the address can be invoked.


Show Metadata view

For each data value the CDL stores metadata information such as last update, data provenance, initial create date, etc. This information can be viewed in order to investigate records deeper.

This feature is not yet productive and available in the Review App!


Edit record

Sometimes there might be only smaller changes required for an update or additional information has been observed while investigating the record (e.g. a VAT number that was not provided with the update). In this case the reviewer has the possibility to edit the data values. The edit view can be opened using the edit icon next to the details view icon.

In the edit view data values can be manually edited. Any changes made here are subject to an additional automated data quality validation.


Expert mode

An expert mode can be triggered. The expert mode provides additional capabilities for the reviewer. By default the expert options are hidden in order to reduce the complexity of the review app's user interface.

Activating the expert mode extends the app by the following capabilities:

Google Maps View

A tab is added to the review processing view which enables viewing the address of the business partner (legal address) or in case of address reviews the updated address on a map.

Validation

Each update is quality checked against the CDL's data quality rules. The validation tab provides the reviewer with information about violated rules. Usually, there are only rules of criticality INFO or WARNING shown, as records that comprise ERRORs are not imported into the CDL database.


Decision making

The most important reason for the review app is of course the decision making whether an update is taken over or rejected. There are mainly three options from which the reviewer can select.

Accept

Clicking the accept button has the consequence that the data as it is provided by the updated values (including any manual edits made during processing the review) are stored in the CDL database. This means the current values are overwritten by the updated values.

Reject

If the updated values are wrong or if there is a high uncertainty regarding the correctness of the update, the reviewer has to reject the update. This means that the updated values have no impact on the current record in the CDL database. A rejected review is returned back to the CDL member that provided the update (a so called "argue task").

If a review is rejected, there is the requirement of providing a mandatory reason. The reason should be provided as a short comment, screenshot (e.g. from a manual research) or any other supporting document.

There are already predefined reject-options that speed up the documentation of the rejection reasons. One of the options can be selected via activating the radio button on the left of the option. The comment field to the right allows for the documentation of the rationale for rejection.


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