MDM - Customer 360
- MDM - Customer 360 10.4
- All Products
Task
| Procedure
|
---|---|
Add records that you want to merge.
| Click
Add Candidate . You can search for records and add the records to the view.
|
Remove records that you do not want to merge.
| From the
Actions menu, select an option:
|
Finalize the best version of the truth.
| Select the field with the correct value or enter the correct value in the
Merge Preview column.
|
Option | Description |
---|---|
Merge | If you agree with the merge proposals and the task types permits you to approve changes, click
Merge . The
ActiveVOS Server marks the related Merge people activity as completed and performs the next activity in the process.
|
Cancel | If you disagree with the merge proposals, click
Cancel and type an explanation in the Comment box. The
ActiveVOS Server notifies the person who proposed the merge.
|
<Other> | If you see other options, then your organization uses a custom business process. If the purpose of the option is not clear and your role permits access to the ActiveVOS console, you can open the process to understand the workflow. Otherwise, contact your MDM administrator. |
Action | Description |
---|---|
Reassign | To ask another person to review the proposed changes, click
Reassign , select the user, and type an explanation in the Comment box. The tasks are reassigned to the selected person.
If this option is not available, close the
More Actions... dialog box. From the
More Actions... , select
Edit , and then select the user from the
Assignee list.
|
Disclaim | To return the tasks to the pool of available tasks, click
Disclaim and type an explanation in the Comment box. Users with the same role can take action on the tasks. |