The match process identifies matching records based on match rules. When you open the
view for a record,
retrieves data about the matching records from the matches table. You can also search for other similar records and add them to the view.
view, you can review the records in the similar records. You start with the parent records. If you identify duplicate records based on the data in the parent records, select the records. The merge preview for the parent record shows you the results of the proposed merge. Next, you can compare all the child and descendant records of the selected records. If some of the records contain different values for the same field, the merge preview process refers to the trust score for the data. The most trustworthy data is used in the merged record. At any time, you can open a preview of the merged record.
When you are sure that the merge preview reflects the best version of the truth, start the merge process. If your user role requires that someone else review the proposed merge record,
saves the record and starts a merge review workflow. When an authorized person approves the proposed merge, the
updates the master data to reflect the merged record.