Data Director User Guide

10.3

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Identifying Duplicate Parent Records

To identify duplicate records, open the target record in the

Matching Records

view. The target record appears along with the matching records in the

Matching Records

view. Start by identifying duplicates at the parent record level.

Open the target record, 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 matching records appear in the

Matching Records

view.

For the advanced

Matching Records

view only. Optionally, view only the records that satisfy a specific match rule.

Click the

Filter

tab.

Select

Specify a match rule

Click in the field and select the match rule from the list.

If duplicate records that you want to merge with the target record are missing in the

Matching Records

view, manually add the records.

If you use queries to find records that you want to add, the queries must be created before you perform this step.

Click

Add Candidate

The search user interface appears.

Find and select the records that you want to add.

Click

Select

The records are added to the

Matching Records

view.

Optionally, to show more information that might be helpful in determining duplicates, click

Show

, and select the options.

Option	Description
System fields	Displays system fields. This option is not available in the basic Matching Records view.
Selected records	Displays only the records that you select for merging. This option is not available in the basic Matching Records view.
Trust scores	Displays trust scores for all the trust-enabled fields. Trust settings are managed by the MDM administrator.

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

Compare the data of each matching record with the target record.

Select the duplicate records.

You cannot select records if your user role does not include permission to merge the records. To request changes to your role privileges, contact your MDM administrator.

The

Merge Preview

column shows the result of merging the records.

Optionally, remove records that you do not want to merge or are not duplicates.

To remove a manually added record from the

Matching Records

view, from the

Actions

menu of the record, click

Remove Candidate

To remove a system matched record from the

Matching Records

view and dissociate it as a match of the target record, from the

Actions

menu of the record, click

Not a match

When you dissociate a matching record, the record does not automatically match again.

Rename Saved Search

Table of Contents

Data Director User Guide

Data Director User Guide

Identifying Duplicate Parent Records

Identifying Duplicate Parent Records