Exception Management Guide

10.4.0
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- 10.5.4
- 10.5

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Duplicate Record Tasks in the Exceptions Workspace

When you open a duplicate record task, the Exceptions workspace lists the clusters in the task and displays the records in the first cluster in the task. The task opens on the Data Editing tab. The tab displays a common set of options for correct duplicates tasks and review duplicates tasks.

The Analyst lists the clusters in the task on the left side of the workspace. Select a cluster to view the records that it contains. The first record in the cluster is the current preferred record. Review the other records in the cluster, and determine if the other records contain any data that belongs in the preferred record. To add a value from a record to the preferred record, click the value. To replace the preferred record with another record, select the record and use the column options to promote the record.

When you add a value to the preferred record, the workspace highlights the value that you added. When you replace the preferred record with another record, the workspace highlights the value that you promoted. To view a complete list of the changes that you make to the task, select the

Data Audit

view.

When you finish work on a cluster, update the cluster status. When you finish work on the clusters in the task, update the task status to indicate that the clusters are ready for the next stage in the workflow.

The following image shows the

Data Editing

tab when you open a task that contains clusters in edit mode:

A column on the left of the screen represents the clusters in the task. Each row in the column is a cluster. Click on a row to display the records in the cluster. You can open another cluster below the current cluster and move records between the clusters.

Use the following options when you work on the task:

Undo and redo options

Undo the most recent update to the data or the metadata in the task. Redo any update that you chose to undo.

Task actions menu

Perform actions on the current task. Export the task data, or send the task to the next step in the workflow.

Filter options

Find clusters in the task that meet the criteria that you specify. When you apply a filter, you close the current cluster and you open the first cluster that meets the filter criteria.

The filter also applies to the clusters that you discover. When you apply a filter, the Discovered Clusters list shows the clusters within the discovered list that meet the filter criteria.

Note option

Read a note that a user added to the current cluster on the Task Clusters list.

Move a record to the lower cluster

Moves one or more records that you select from the upper cluster to the lower cluster. Use the option when you open a cluster from the Discovered Clusters list.

Cluster actions menu

Update the status of the current cluster on the Task Clusters list. You can add a note to the cluster, mark the cluster as reviewed, or clear the review status of the cluster.

Promotion option

Updates the data in the preferred record with the data from the row that you select.

Preferred record data

The current data for the preferred record in the cluster.

Source record for the preferred record data

The record in the cluster that provided the source data for the preferred record. By default, the preferred record is the record in the cluster with the sequence ID value.

Cluster review status column

View a status indicator for the current status of the cluster.

Cluster note column

Indicates the clusters to which a user added a note.

Discovered Clusters options

Use to find clusters that contain one or more data values that you specify and to create clusters.

Record selection options

Use to select one or more records.

Move a record to the upper cluster

Moves one or more records that you select from the lower cluster to the upper cluster. Use the option when you open a cluster from the Discovered Clusters list.

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Table of Contents

Exception Management Guide

Exception Management Guide

Duplicate Record Tasks in the Exceptions Workspace

Duplicate Record Tasks in the Exceptions Workspace