Helix

Introduction

• Helix overview
• User roles and management

Setup

• Connect a data warehouse
• Define Golden Record fields
• Add a new data set and map its fields
• Matching rules
• Assemble Golden Records (define tiebreaker rules)
• Inspect an individual Golden Record

Golden Record segmentation

• Tags
• Attributes
• Categories
• Audience Builder

Additional features

• DWA integration
• Sync Golden Records to CRM (BETA)
• Merge Golden Records (data stewardship) (BETA)