Overview

Master Data Management (MDM) in Meritto helps you maintain accurate, consistent, and reusable business data across various modules such as Enquiry, Registration, Application Forms, and ScoreCards. It ensures that essential data points—such as Course, Campus, Nationality, and Gender—are systematically managed, allowing you to create, modify, and associate data efficiently.

This article provides a detailed overview of Master Data and highlights how MDM enables better control over data management, ensuring data integrity and consistency across all forms.

Plan & Permissions

• Access to Meritto CRM with FormDesk enabled.

• Required Permissions:

• Manage Master Data – To create, modify, and update master data values.

• Associate Master Data – To link master data to different forms and modules.

• Download Master Data – To export master data for record-keeping.

Note: If these options are unavailable in your menu, contact your Customer Success Manager to get them enabled.

Core Functionalities

What is Master Data?

Master Data refers to a set of predefined data points that provide context for business operations. These data points can include:

• Campus, Course, and Specialization

• Nationality and Gender

• Address Details (Country, State, City)

When you ask applicants to enter their Permanent Address, the data (Address, Country, State, and City) can be defined as Master Data and linked to different forms—Account Creation, Application Forms, etc. This ensures consistency and accuracy in data collection.

What is Master Data Management?

Master Data Management (MDM) is the process of managing, maintaining, and associating master data to ensure its accuracy and consistency across various modules.

MDM helps handle a variety of scenarios:

• Renaming or modifying course names (e.g., B.Tech Computer Science to B.Tech CSE).

• Enabling or closing application submissions for specific courses.

• Launching a new course and associating it with relevant forms.

Key Capabilities:

• Create & Define Values: Add new values (e.g., B.Tech, MBA, Ph.D.) under Master Data.

• Activate/Deactivate Master Data: Enable or disable specific master data or its values.

• Associate Master Data: Link master data with multiple forms (Enquiry, Registration, Application, etc.).

• Show/Hide Master Data: Control visibility of master data and its values for different modules.

• Rename Master Data Values: Update names for existing data points as needed.

• Bulk Data Addition: Add multiple values under master data efficiently.

Benefits of Master Data Management

Conclusion

Master Data Management (MDM) in Meritto offers you a robust system to manage and control essential data points across multiple modules. With features like data association, visibility control, and bulk data updates, MDM ensures that data remains consistent, accurate, and aligned with your requirements. Leveraging MDM streamlines operations, reduces data inconsistencies, and enhances the overall application management experience.