BrainTrust Investment Lab › Band 2 — Transform (Cleaning & Conforming)
Band 2 — Transform (Cleaning & Conforming) · book 460-461 · grain: one source per walk sheet
One company, one row — proven, not assumed. Duplicates are hunted with measured keys and merged by rule, and every survivorship decision is written down where an auditor can find it.
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The contract — what each step must produce
| # | step | page | what the book requires |
|---|---|---|---|
| 2 | the sources, named and counted | p.460 | 'Often dimensions are derived from several sources... many customer-facing source systems that create and manage separate customer master tables.' |
| 3 | the match, DECLARED in priority order | p.461 | 'a match may be based on fuzzy criteria, such as names and addresses that may nearly match except for minor spelling differences.' |
| 4 | the priority sequence, RULED PER COLUMN | p.461 | 'clear business rules that define the priority sequence for column values from all possible source systems to enable the creation of a single row… |
| 5 | the source natural keys are KEPT | p.461 | 'you must maintain separate columns with back references, such as natural keys, to all participating source systems used to construct the row.' |
| 7 | every match decision is a ROW | p.460 | 'each quality screen has the responsibility for populating these tables at the time of an error.' |
