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  1. Preface
  2. Introduction
  3. Getting Started
  4. Data Director with Business Entities
  5. Data Director with Subject Areas
  6. Hierarchies and Relationships
  7. Workflows and Reviews

Identifying Duplicate Child Records

Identifying Duplicate Child Records

If you use the advanced
Matching Records
view, you can identify the duplicate child records by reviewing the child records and their descendant records in the
Matching Records
view. Select a target child record with which you compare the child records of other parent records. Select the duplicate child records that you want to merge.
As you work with the child records, you might find data that makes you decide that a parent record is not a duplicate. You can return to the record overview and clear the check box for that parent record. The data in the
Merge Preview
column is refreshed.
  1. 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.
    If the record shows a pending status, the record cannot be merged with other records.
  2. Select the duplicate child records that you want to merge with the target child record.
    If the record shows a pending status, you cannot select the record to merge with other records.
    The
    Merge Preview
    column shows the result of merging the target child record with the duplicate child records.
  3. If the target child record can be further expanded, then expand the record and select the node that is exposed.
    All the fields of the child records are displayed.
  4. Repeat the process on the remaining child records. Optionally, you can perform the same process on descendant records.
  5. Click
    Merge
    .
  6. In the
    Merge Duplicates
    dialog box, confirm the merge.
    A manual merge request is saved in an internal change list.

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