Table of Contents


  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Working with Draft Records
  6. Finding Records
  7. Editing Records
  8. Managing Record Versions
  9. Importing Bulk Data
  10. Viewing Tasks
  11. Participating in Review Processes
  12. Managing Tasks
  13. Resolving Duplicates
  14. Investigating Data Changes
  15. Investigating Relationships
  16. Creating Customer Profiles on the Customer Portal

Reviewing a Merge Task

Reviewing a Merge Task

When you open a task to review a merge task, the primary record appears beside the records that are selected for the merge.
  1. In the task inbox of the
    page, click a task that is a request to review a merge proposal.
    The record opens in the review panel of the Task Manager.
    If you open an unassigned task, be sure to claim it before you start work.
  2. Optionally, review the task details, comments, attachments.
    1. Click the
      tab, and then review the comments.
    2. Click
      Task Details
    3. Review the details of the task, such as the priority and due date.
    4. Download attachments in the
      File Attachments
    5. Click
  3. Review the merge preview and determine if the merge is valid. The fields that appear in the merge preview are highlighted.
  4. If required, make changes to the proposed merge task.
    1. To change the proposed merge task, perform any of the following tasks:
      Add records that you want to merge.
      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
      menu, select an option:
      • Remove Candidate
        . Removes a manually added record from the review panel.
      • Not a Match
        . Removes a system matched record from the review panel and dissociates it as a match of the target record.
      Finalize the best version of the truth.
      Select the field with the correct value or enter the correct value in the
      Merge Preview
    2. Click
      The merge task is updated.
  5. To resolve the task, select one of the following actions:
    If you agree with the merge proposal and the task type permits you to approve changes, click
    . The
    ActiveVOS Server
    marks the related Merge people activity as completed and performs the next activity in the process.
    If you disagree with the merge proposal, click
    and type an explanation in the Comment box. The
    ActiveVOS Server
    notifies the person who proposed the merge.
    If you see other options in the menu, 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 the person who created the business process.
    The task is closed.
  6. To change the ownership of the task without resolving the task, click an appropriate action button, or click
    More Actions
    and select one of the following actions:
    To ask another person to review the proposed changes, click
    , select the user, and type an explanation in the Comment box. The task is reassigned to the selected person.
    If this option is not available, click
    Task Details
    and select the user from the
    To return the task to the pool of available tasks, click
    and type an explanation in the Comment box. Someone with the same role needs to take action on the task.
    If this option is not available, use the
    To return the task to the pool of available tasks, click
    and type an explanation in the Comment box.
    The release action is a task administration action. To release multiple tasks, from the
    list, select
    The task remains open, but is no longer assigned to you.
  7. If prompted, add comments or attachments to provide additional information.
    Whether you are prompted and required to add a comment or attachment depends on the
    Data Director
    configuration. A red line appears to indicate required fields.


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