Administrator Guide

Winter 2022

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Duplicate Record Management Process

The duplicate records management process includes identifying and merging duplicate records. You can run the duplicate check batch jobs to identify duplicate records. You can then run the merge batch job to merge the duplicate records based on the merge rules that you configure in the merge settings.

The duplicate check batch jobs use the following custom settings:

Matching Settings

Match Score Weighting

Null Scores

Matching and Duplicate Thresholds

Performance Settings

The duplicate check jobs compare the beans and the master bean of accounts, contacts, and leads to identify the duplicate records. The job stores the duplicate records in the Duplicates table.

After you identify the duplicate records, you can merge the records. Run the merge job to merge the duplicate records. The merge job eliminates the duplicate records and retains the master record based on the merge rules that you configure in the merge settings. You can toggle the master ID to select which record ID in the pair the merge job retains.

The following image shows how the duplicate check and the merge jobs detect and merge the duplicate records in

CC360

The image shows how the duplicate check batch jobs identify duplicate records and store them in the Duplicates table. The merge job merges the duplicate records. The duplicate check and the merge batch jobs use the match score weightings, null scores, matching and duplicate thresholds, and matching settings.

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Table of Contents

Administrator Guide

Administrator Guide

Duplicate Record Management Process

Duplicate Record Management Process