Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Working with Drafts
  8. Participating in Review Processes
  9. Importing Data
  10. Resolving Duplicates
  11. Investigating Data Changes
  12. Investigating Hierarchies and Relationships
  13. Viewing the Relationship Graph

Identifying Duplicate Records

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.
  1. 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.
  2. Optionally, show only the records that satisfied a specific match rule.
    1. Click the
      Filter
      tab.
    2. Select
      Specify a match rule
      .
    3. 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.
  3. If you think that the match process missed a similar record, you can add it.
    1. Click
      Add
      .
      The
      Find and select entities
      page opens.
    2. Type the text or value that you want to find, and click
      Search
      .
      The search returns all records that contain the search term.
    3. Optionally, select filters to restrict the search results and click
      Apply Filter
      .
    4. Expand the details for a record by clicking the plus icon beside the name.
    5. Select the records that you want to add.
    6. Click
      Select
      .
      The records appear in the
      Matching Records
      view. If a record is already displayed in the view, it is not added again.
  4. Compare the data in the parent records across all the similar records.
  5. Optionally, to change the fields displayed for each record, click the
    View
    button.
    For example, you can show or hide the system columns.
  6. 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.
  7. Click
    Preview
    .
    The
    Business Enitity Preview
    opens. The preview shows the result of merging the records that belong to the target and duplicate records.
  8. To close the preview, click
    Back
    .
    You return to the
    Matching Records
    view.