User Guide

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Identifying Duplicate Records

Compare the data in a target record with similar records in the

Matching Records

view. Start with the parent record, then use the Navigate menu to open the child records and their descendant records.

Initially, the Navigate menu reflects the structure of the target record. After you select duplicate records, the merge preview shows the result of merging the parent records of the target and duplicate records. The merge preview process applies the merge cascade rules to the child records and descendant records. The structure in the Navigate menu changes to reflect the structure of the proposed merged record.

With a record open, select

Matching Records

The

Matching Records

view opens with the target record in the second column. The first column contains the

Merge preview

. The remaining columns contain the records that satisfy a match rule that is associated with the records of the target record. The row labels in the grid correspond to the column names in the parent record.

Optionally, show only the records that satisfied a specific match rule.

Click the

Filter

tab.

Select

Specify a match rule

Click in the field and select the match rule from the list.

If the list is empty, the records of the target record have no match rules.

If you think that the match process missed a similar record, you can add it.

Click

Add

The

Find and select entities

page opens.

Type the text or value that you want to find, and click

The search returns all records that contain the search term.

Optionally, select filters to restrict the search results and click

Apply Filter

Expand the details for a record by clicking the plus icon beside the name.

Select the records that you want to add.

Click

Select

The records appear in the

Matching Records

view. If a record is already displayed in the view, it is not added again.

Compare the data in the parent records across all the similar records.

Optionally, to change the fields displayed for each record, click the

View

button.

For example, you can show or hide the system columns.

When you determine that a record is a duplicate of the target record, select the check box in the column header for that record. You can select more than one record.

The

Merge preview

shows the result of merging the parent records.

Click

Preview

The

Business Enitity Preview

opens. The preview shows the result of merging the records that belong to the target and duplicate records.

To close the preview, click

Back

You return to the

Matching Records