Data Director User Guide

10.3

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Resolving Duplicate Child Records in a Single Record

To resolve duplicate child records within a single record, open the record in the

Matching Records

view. Do not select any other records.

Open the record that has duplicate child records, and then, from the

View

list, select the name of the

Matching Records

view.

The record views that appear in the

View

list depend on the

Data Director

configuration and your user role privileges.

The record appears in the

Matching Records

view.

In the

Navigate

panel, expand a node and select a child record as the target record.

The target child record appears next to the

Merge Preview

column. The remaining child records appear in the other columns.

Select the duplicate child records that you want to merge with the target child record.

The

Merge Preview

column shows the result of merging the target child record with the duplicate child records. The most trustworthy field values are highlighted. The highlighted values appear in the Merge Preview column.

Review the values in the

Merge Preview

column.

If an incorrect value is displayed in the

Merge Preview

column, review the values for the field in the matching records, and perform one of the following actions:

Action	Description
Click the correct value	The correct value appears in the Merge Preview column. Data Director promotes the correct value over the incorrect value.
Enter the correct value in the Merge Preview column	Data Director overrides the incorrect value with the value that you enter in the Merge Preview column. You can only edit fields for which you have edit privileges.

Repeat the process on the remaining child records. Optionally, you can perform the same process on descendant records.

Merge the duplicate records manually or queue the duplicate records for an Automerge job.

To manually merge the duplicate records, click

Merge

Based on your user role privileges, one of the following actions occur:

User Role Type	Outcome
Requires a review process to merge records	The duplicate records that you selected go through the merge review workflow. The records remain in the active state, but the records are merged only after the merge proposal is approved.
Does not require a review process to merge records	The duplicate records that you selected are merged into a single record and remain in the active state.