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

Merging Duplicate Records

Merging Duplicate Records

After you select duplicate child records and descendant records for manual merges in the
Matching Records
view, start the merge process.
  1. In the
    Navigate
    tab, click
    Overview
    .
    You can see the parent records in the view.
  2. Optionally, preview the proposed merged record.
    1. Click
      Preview
      .
    2. Review the proposed merged record. The
      Preview
      is similar to the
      Business Entity
      view.
    3. Click
      Back
      .
  3. Click
    Merge
    .
    Based on your user role, one of the following actions occurs:
    • If your user role permits you to merge records without a review, the merge process merges the records in the selected records. The merged records are in the active state.
    • If your user role requires a review process, the merge process starts the merge review workflow. The records that will participate in the merge remain in the active state, but the merge occurs only after the merge proposal is approved.