This article is for anyone who may be involved in a data match project in Senate, including preparation of datasets for matching in Senate, tokenization of customer records, configuration of data packages for matching, and submitting requests for data matching in Senate.
- Organizations intending to execute a data match in Senate must have signed the Data Republic Tokenization and Matching module, and agreed to terms of access for Senate by executing a Senate License agreement.
- If your organization has not signed the Senate License agreement, your organization must execute a Guest License to be invited to a project.
- You have the option of using the Data Republic Participation Agreement (DRPA) which is Data Republic's common legal framework for data exchange or you can use your own pre-existing legal agreement if you have one.
Install and test your contributor node: Contributors wishing to provide matchable datasets must install a Contributor Node.
Set up your project team
You may delegate the below responsibilities to one or more users in your organization. To set up a data matching project, you will need:
- An analyst: to prepare PII data for upload and tokenization (using your Contributor Node), and attach tokens to transaction/attribute data;
- An analyst: to upload tokenized transaction/attribute data and prepare a data package for matching (using Senate); and to analyze matched datasets on Senate (if your organization will be performing the data analysis)
- A project manager: to create or be invited to a project; this person will need to delegate responsibility and oversee all tasks for your organization in order to execute a data exchange and matching project on Senate
- A data license approver: to approve the data exchange on behalf of your organization
If your organization has signed a guest license, contact firstname.lastname@example.org to request a Senate login for your users if they do not have one.
Senate Matching User Guide
The Senate Matching User Guide below contains step-by-step instructions for using your Contributor Node to prepare tokenized data for matching, requesting a data match in Senate, and managing your token databases.
- The Senate Platform
- Senate Matching
- How to Use this Guide?
- Splitting PII from your customer data
- Tokenization of PII using your Contributor Node
- Creating data packages for exchange
- Configuring Data Packages for matching
- Creating a 'Permitted Use' for the data matching
- Adding Data Packages to Projects
- Request token matching via a Data License
- Accessing your matched request
- Requesting data egress
- Updating or deleting token records
- Upload your CSV file
- Technical Requirements