Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Managing Many-to-Many Relationships
  10. Configuring Search
  11. Configuring Workflow Tasks and Triggers
  12. Configuring Security and Data Filters for Business Entities
  13. Integrating Data as a Service
  14. Configuring External Calls
  15. Designing the Data Director User Interface
  16. Localizing Data Director
  17. Provisioning Tool Frequently Asked Questions

Matching Records

Matching Records

The Matching Records component is a primary component that displays a merge comparison panel. Add the Matching Records component to a custom Matching Records view layout or merge task layout.
Data Director
users use the Matching Records component to add duplicate records and override or promote values to contribute to the master record. Then preview the master record and merge the open record with the duplicate records.
Data Director
users use the component to override and promote values at the root level of the record. To allow users to view, override, and promote values in the child levels, use the Matching Records (Advanced) component.
The following image shows a sample Matching Records component in
Data Director
:

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